Understanding User Roles and Permissions

User Roles and Permission Key Hierarchy

  • Account Owner – Allows management of billing and subscriptions.
  • Administrator – Full access. Manages customers, inbound reports, times, suppliers.
    • Admin Group – Can add or edit customers, items, or suppliers.
      • Admin Customer – Allows Admin access to customers, items, and suppliers. Only required if clients are used and 3PL is enabled. 
        • Customer – Grants visibility to customer information, including orders.
      • Item Admin – Can add or edit items in the item catalog.
        • Maintain Internal Details – Maintain/edit the internal details for an item.
          • Edit Items – Can create or edit items in the item catalog.
            • Add Items – Allows the user to add items to the item catalog but can not edit existing.
        • Manage Sales Details – Maintain/edit sales information for an item.
        • Maintain KIT Items – Maintain/edit kit items.
        • Maintain Assembly Items – Can make items into Assemblies or create/edit Bills of Material for assembly items.
        • Maintain Item Images – Maintain/edit images related to items.
      • Vendor Manager – can add or edit suppliers and supplier catalogs
        • Vendor Catalog Manager – can maintain a vendor catalog
      • Administration Reports – View system logs and other Admin-only reports.
      • Change Warehouses – Gives a user the ability to change their assigned warehouse
    • Operational Group – grants all permissions for inventory control, order fulfillment, and purchasing functions.
      • Buyer – Create purchase orders to order stock.
      • Consignee Sales – can create or edit customer orders
        • Create Orders – can create customer orders
          • View Orders – can view existing customer orders, but can not create or edit orders.
      • Warehouse Manager – grants all permissions for inventory control & order fulfillment
        • View Inventory – User is restricted to viewing the inventory list.
        • Receiver – Receive in items from Purchase Orders and Transfers.
        • Put Away – Allows User to put items away.
        • Assembly – can build assemblies or complete assembly work orders
        • Issue Stock –  Allowed to receive stock to the system using Quick Issue
        • Authorizes Adjustments – Responsible for creating and approving cycle counts and setting stock levels outside of normal process
          • Stock Taker – Responsible for performing cycle counts.
        • Allocator – User is able to allocate items for orders and view Inventory.
        • Picker – Pick items from stock to satisfy an order.
        • Packer – Can view Ready to Ship widget in order to dispatch orders.
        • Shipper – Can rate and ship items.
        • View Shipped Orders – can view all shipped orders and shipment information such as tracking numbers.
      • Transfer Items – User is authorized to transfer items from one warehouse to another.
      • Report Manager – grants access to all available reports
        • Inbound Reports – grants access to all reports related to receiving
        • Purchasing Reports – grants access to all reports related to purchasing
        • Inventory Reports – grants access to all reports related to inventory
        • Order Fulfillment Reports – grants access to all reports related to order fulfillment, including the sales information dashboard widget.
        • Shipment Reports – grants access to all reports related to shipping
  • Daemon – a daemon user provides access to 3rd party integrations
    • Exporter – can export data from Zenventory for use in a 3rd party system.
    • Importer – can populate the Zenventory database with files generated from a 3rd party system.

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