Role permissions

A role is a named set of permissions. Every user gets a role, and the role’s permissions decide which screens they see and which actions they can take. The system has three built-in roles — System Administrator, Warehouse Manager and Warehouse Operator — and you can add custom roles for other jobs, such as an auditor.

Create or edit a role when a group of users needs a different set of permissions than the existing roles give.

How to open roles

1. From the side menu, under Administration, open Users & access.
2. Click Roles & Permissions.

How to create a role

1. Click Add Role.
2. Enter the Role Name *, for example auditor or operations_supervisor.
3. In Role Permissions, tick the permissions the role should have.
4. Click Create Role.

How to edit a role

1. In the roles list, click the edit icon (Edit Role) of the role.
2. Change the name or the ticked permissions.
3. Click Save Changes.

Changes apply to every user who has that role.

The permissions form

• Search permissions… — filters the permission list by name.
• Select All / Deselect All — ticks or clears every permission.
• Select all in group / Deselect all in group — ticks or clears all permissions of one group.
• Selected X of Y permissions — shows how many permissions are ticked.

Permission groups

• Geographical Regions — view, create, update and delete regions.
• Warehouses — view, create, update and delete warehouses, and Assign warehouse managers (assign personnel to warehouses).
• Categories, Products, Customers, Suppliers, Projects — view, create, update and delete these records.
• Inventory & Units — view inventory, register, update and delete inventory units, Print QR labels, View inventory reports, upload and delete unit attachments, Assign units to custodians and Manage storage locations.
• Stock Movements — view movements, create receipts, issues and transfers, approve issues and transfers, receive transfers, cancel movements, and upload or delete movement attachments.
• Unit lifecycle — request write-offs, dispose of written-off units, record customer returns, inspect returned or damaged units, mark lost units as found, and manage repairs.
• Stock counts — Manage stock counts (plan them) and Perform stock counts (count units).
• Users & Audit — view, create, update and delete users, and view the activity log.
• Roles & Permissions — view, create, update and delete roles.
• System Settings — Manage system settings.
• API access — Use the API (create personal API tokens).

Rules and limits

• The role name is required and must be unique.
• The name of a system role cannot be changed; only its permissions can.
• The System Administrator role always has every permission and cannot be edited or deleted.
• You can only grant permissions that you have yourself. A System Administrator can grant any permission.
• A role cannot be deleted while it is assigned to users, and system roles cannot be deleted.

Who can do this

Viewing roles needs View roles & permissions. Creating, editing and deleting need Create roles, Update roles and Delete roles.