Roles, plans and limits

Your team’s roles

Each person has their own user with a role. The role decides what they see and change.

Role	What they can do
System Manager	Everything, including settings, your brand and users
Sourcing Manager	The whole sourcing desk, including internal fields such as factory prices and margins
Sourcing Agent	Requests, factory quotes, costing and orders; cannot delete requests

The Sourcing role needs standard roles next to it, or the person cannot open factories, clients, products, quotations or orders. The exact rows to tick are in Add your team.

Only managers see Earnings. Internal fields — factory prices, margins, cost lines — are visible only to team members with sourcing roles, never to clients.

Your clients’ buyers

A buyer you invite gets the Sourcing Client role: the portal only, and only their own client’s requests, quotations, orders and messages. They never see your factories, factory prices or another client’s records — every page checks this on the server. See What clients see.

To end access: untick Enabled on a team member’s user, or remove a buyer from the client’s Portal Users tab.

Plans and limits

Every plan has the same features and the same two languages, English and Chinese. The plans differ only in how many users and how much storage your site has.

Plan	Users	Storage
Solo	2	5 GB
Agency	10	20 GB
Agency Plus	25	50 GB

The free trial lasts 14 days and needs no card. Current prices are on our website. See Your free trial and Change your plan.