Organization Settings for Admins

Overview

Organization Settings is where admins manage the users and locations associated with their PartBay account. From here, you can view every user on the platform, edit their access and assignments, and add new locations as your business grows.

This article covers only the admin-level actions available in Organization Settings. Configuration that shapes how PartBay selects and orders parts — vendor preferences, ordering rules, rekey settings, and similar — lives under Preferences and is covered in separate articles in this knowledge base.

What You Can Manage

There are two primary tables in Organization Settings:

Managing Users

The Users table shows every user currently on your PartBay account. To make changes to a user, find them in the table and click the Actions menu in the far-right column, then select Edit User.

The Edit User dialog allows you to:

• Deactivate a user — removes their access to PartBay

• Make a user an admin — grants them full access to Organization Settings and admin-level controls

• Change their position — updates their role within your organization

• Change their location assignment — assign them to a specific location or to all locations

Managing Locations

You can add a new location directly from Organization Settings, but adding a location here does not make it active on its own.

After adding a location, contact PartBay to finish activation. There are setup steps on our end, and your IT team may also need to configure the integration between PartBay and your estimating system for that location. Once everything is in place on both sides, the location will become active.