User types and permissions
Step 1Head to Users under Global Settings to create or edit a user.
Step 2Under Roles, you’ll see two subsets of users: managers and team members.
Step 3Under manager users, we have system administrators and resource administrators.
Resource administrators can create and manage users.
System administrators have full access to everything in the Global Settings tab aside from users.
There are four types of team users.
Invoicers can generate invoices when sales are made.
Step 6A Sales Person can create and manage sales orders.
If you want them to be able to edit and view all pricing information, click the first checkbox.
Step 7If you want them to be able to view and edit the charge price but not the unit cost, click the bottom checkbox.
You can also choose whether they can view the inventory dashboard.
Step 8A Purchaser can generate purchase orders.
You can also choose whether they can approve and send purchase orders, and also they can add or archive material items.
Lastly, a Reporter can generate reports.
Posted: Mon 12 Dec 2022