Roles
Manage Roles
By Cristian and 2 others3 authors45 articles
Mini market role permissionsIf you need update user permissions for mini market management, you can do this within a few simple steps.
PO Pad upon loginIf you need users to directly log into the PO pad screen, you can do this within a few simple steps.
Limit roles by purchaser groupIf you need to manage which purchaser group is assigned to a role, you can do this within a few simple steps.
Enable manage product nutritionIf you need to activate manage product nutrition in an user's role, you can do this within a couple of simple steps.
Manage system alerts within a roleIf you need to turn alerts off or on for a user, you can do this within a few simple steps.
Manage the ability to edit the supplier code within the invoice tabIf you need to activate or deactivate the ability to update the supplier account code within an order, you can do this within a few simple steps.
Activating lock approvals for stock controlsIf you need turn on the approval mechanism for lock approval in basic or standard stock, you can do this within a few simple steps.
How to create a new roleThis article outlines How to create a new role.
Role permissions to access Financial PeriodsThe below article describes how to give a role access to Financial Periods
How to view permission's allowing access to invoices assigned to RolesHow to view permissions allowing access to invoices assigned to Roles.
Export permissions assigned to Roles, relating to invoices.
Amend rights and role permissionsIf you need to update a user permission this is done within the role they are attached too, you can do this within a couple of simple steps.
Limiting which invoices can be accepted by a user by the status of the orderThe system will not allow the tick to Accept Checked and Balances Invoices Only.
Price approval role permissionsHow to activate price approval in the role.
Orders Overview Email Permissions to add or remove on a RoleHow to stop email notification alerts being sent out. Order overview email Permissions – Users Orders. How to set up a role to receive Order Overview Emails. Alert to send…
Managing access to manage suppliers sectionIf you need to restrict users access to edit the section manage suppliers including the order management page, you can do this within a few simple steps.
Managing the user's ability to select a past delivery date on ordersIf you need to restrict the user's ability to select a delivery date from before the creation, you can do this within a few simple steps.
Viewing and managing purchaser user alertsIf you need manage which alerts a user is receiving, you can do this within a few simple steps.
Creating a new roleIf you need to build a new role, you can do this within a few simple steps.
Internal order decision alertsIf you need to manage the alerts for when an order is approved or declined, you can do this within a few simple steps.
Manage available reports shown in the reporting suiteIf you need to activate or deactivate reports a user has access to in the reporting area, you can do this within a few simple steps.
Manage price approval alertsIf you need to activate or deactivate the alerts connected to price approvals, you can do this within a few simple steps.
Manage role rankingsIf you need to update or set the ranking levels in the roles, you can do this within a few simple steps.
Permission to advanced stock and outletsYou can update the role permissions and add users, or roles to view outlet.
Users are receiving email alerts requesting for stock takes to be approved when they shouldn't beUsers are receiving email alerts relating to stock approval when it's not enabled on the role. How to remove alerts being sent to use to approve stock take.
Activate the permission to amend delivery chargesIf you need to apply the permission to allow a user to update the delivery charge within the delivery tab, you can do this within a few simple steps.
Managing access to expected deliveriesIf you need to update the access to the expected deliveries section on the dashboard, you can do this within a few simple steps.
Updating supplier account code at order levelIf you need manage the user's ability to change the suppliers account code when viewing the order, you can do this within a few simple steps in the role.
How to see all standing orders from head officeSee all standing orders for all units. Export all standing orders from the system for all units. View all standing orders and order numbers. Delete a standing order.
Alerts related to the stock taking section of the laundry moduleYou can see what and how to set the alerts in the users' roles.
Stop users confirming future delivery datesHow to stop users confirming future delivery dates.
Permissions to view orderHow to change permissions to view all orders and how to change permissions to view own department orders.
Managing the role permission to create ad hoc ordersIf you need to manage the ability for a user to create an ad hoc order, you can do this within a few simple steps.
Manage orders the user has access toIf you need to manage or restrict what orders a user sees when logging in, you can do this within a few simple steps.
Ability to attach users to mini marketsRole permissions controlling attaching users to mini markets. Unauthorized changes to the approval structures are happening.
Amending Menus, Dishes and Recipe role permissionsUpdating user access rights into Menus, Dishes and Recipes.
Updating Delivery Charges on an order for a self managed supplierI need to change the role permissions.
I need a colleague to be able to update delivery charges on an order for a self managed supplier.
View only access to menus, dishes and recipesIf you need to set an user's role for a view only ability, you can do this within a few simple steps.
Managing the ability to create credits at user levelIf you need to activate or deactivate the ability to raise credits at user or role level, you can do this within a few simple steps.
Managing role access to create creditsIf you need to update a role to allow the user to create credits, you can do this within a few simple steps.
Permissions to alter the nominal, department, and site codes shown in order line itemsIf you need to switch on the ability to edit the nominal, department and site, you can do this within a few simple steps.
Permission to MP scanHow to give access to MP scan to an user / role.
Permission to spend analysis reportPermission to spend analysis report. Why can't an user view the spend analysis report.
Permission to Nominal ManagementHow to give access to Nominal Management.
User can't see Till Management on admin screenHow to give access to Till Management.
Limiting which invoices can be accepted by a user by the status of the orderUser is unable to tick Accept Checked and Balances Invoices Only.