User Roles

Via Admin > Roles, the different user roles within the system can be managed. Each role determines which actions a user with that role may perform and which parts of the application are accessible.

Each role has a range of permissions that can be assigned or revoked. All roles (except for the Administrator role) can be assigned to other users by those with the necessary permissions.

?> Only moderators and administrators can assign a moderator role to a user.

Special Roles

There are several roles that cannot be deleted or modified due to their fundamental nature within the system:

• Administrator: This role has full access to all functions and settings within the application and is reserved for server administrators. Administrators can manage users, change system settings, and view all data.
  • Administrator role cannot be deleted
  • Administrator role cannot be modified
• Moderator: The Moderator role can be freely used and was intended as a role for a company administrator within the application. When creating a new company, you will also be asked to indicate who is the administrator. They receive a Moderator role.
  • Moderator role cannot be deleted
  • Moderator role can be modified
• Read-only: This role is intended for users who only need access to view data without being able to modify it.
  • Read-only role cannot be deleted
  • Read-only role can be modified

Additional roles can be created as needed.

Details

In most cases, user permissions are relatively easy to understand. For example, if a user wants to delete a customer, they will be checked to see if the user has the necessary permissions within the company where the customer belongs.

However, there are some exceptions:

Shared Warehouses

In a shared warehouse (a warehouse used by multiple companies), the user must have the necessary permissions within each company that has inventory in the warehouse. To edit a warehouse, a user must be able to edit warehouses for each company with access to that warehouse.

Inventory & Warehouse Users

To manipulate inventory within a warehouse, a user must be present on the list of warehouse users. A user can only manipulate inventory within a warehouse when they are a warehouse user and have the necessary permissions within the company where the inventory belongs.