Example Permission Settings for a Buyer

   


  

Important Fields


Each listed role has the following sections:

  

1.Viewgrants permission to view specific modules.
2.Addgrants permission to add records to specific modules.
3.Editgrants permission to edit records in specific modules.
4.Deletegrants permission to delete records in specific modules.
5.Pricegrants permission to price information in specific modules.
6.Setupgrants setup permission for specific modules.
7.Print
grants report view/print permissions for specific modules.
8.Other


Note: not all modules honor these roles at this time, but that functionality will be added over time. Establishing the groups and permissions will help create a smoother transition as those features are released. Groups should be very specific and you should grant access accordingly. For example, the admin may not want to grant inventory receiving permission to the Purchasing Manager group, even if the purchasing manager is responsible for receiving inventory. Instead, the admin may want to create a group for "Receiving Manager" and assign that group to the user. This way if they later hire a Receiving Manager they can grant access to the new user by simply selecting that group, and then delete the receiving permissions from the purchasing manager by simply removing them from the Receiving group. There are no limits on the number of groups and assigned users you can create.