User roles

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Administrator

• Has access to everything

Manager

• Has access to all functions except settings and users

User

• Has access to day-to-day functions; no access to functions like updating sales targets, inventory replenishment, inventory adjustment, manage users and so on. You can still give specific roles to users for example manage inventory (this includes adjustments).

Change Settings

• Ability to view or change system settings

CRM Access

• Access to the CRM menu and its functions

Edit - Order-Prices

• For users don't belong to roles in Manager, View_costs or Edit_order_prices, the sell price field on the order entry page will be disabled

Edit Products

• Access to edit product details such as sell price and other product attributes

Inwards- queue

• For non-manager and non-admin users, this roles allows access to the "Inwards queue" menu item (in Purchases). The inwards queue was designed for the warehouse team to receive purchase orders into stock. It is useful when the user does not have access to raise or edit purchase orders

Lock Locations on pages

• For multi-locations, without this role, the locations dropdown filter will be disabled for pages that contain this filter. For example: on sales orders and purchase orders pages

Manage Data

• Allows for import and export data (in the Products menu) including customers, suppliers and products

Manage Integrations

• Manage integrations such as integrations with Xero, Shopify, WooCommerce and others

Manage Inventory

• Having this role provides access to inventory control programs including inventory adjustment and location transfers

Manage Jobs

• Allows access to tasks & jobs menu

Manage Locations

• For multi-locations, having this role allows the user to choose "All locations". For example: show sales orders for all locations rather than only the user's home location

Manage Purchases

• Allows access to manage purchase orders including add, edit, cancel POs as well as receive purchase orders

Manage Returns

• Able to raise sales or purchase returns or credit notes

Manage Stocktake

• Provides access to create or edit stocktake counts

Manage Transfers

• Location transfers between branches, locations or warehouses

Onscreen Data Export

• Having this role provides access to the "Export to spreadsheet" button  on all data/record listing pages. For example: export the list of the sales orders or products

Point of Sale

• Shop user role for using the point of sale (POS) system. When the user logs into the system, it directs the user to the POS program as the landing page 

Sales Dispatch

• For the warehouse team to view a list of orders that are marked as ready to be shipped. This allows access to the "Dispatch queue" in the sales menu. It was designed for the warehouse team to manage the order deliveries without having access to other parts of the system.

Sales rep

• This role is used only in special custom-made systems and it is not used in our standard system

View costs

• Without this role, the user can't view or see the product costs in the system

View reports

• For users not in manager, admin or CRM_access, having this role allows the user to have access to the Reports menu

Warehouse

• This role has been made obsolete and it is no longer in use