Understanding User Roles and Permissions

User Roles and Permission Key Hierarchy

  • Administrator: Full access. Manages customers, inbound reports, times, suppliers.
    • Admin Customer: Allows Admin access to customers, items, and suppliers. Only required if clients are used and 3PL is enabled.
      • Customer: Allows a customer to maintain their stock.
    • Administration Reports: View logs and other Admin-only reports
    • Maintain Internal Details: Maintain/edit the internal details for an item.
    • Maintain Kit Items: Maintain/edit kit items.
    • Manage Item Images: Maintain/edit images related to items
    • Manage Sales Details: Maintain/edit sales information for an item.
    • Vendor Manager: Unused for Users.
      • Vendor Catalog Manager: Add Items to a vendors catalog.
    • Change Warehouse: Gives a user the ability to change their assigned warehouse
    • Buyer: Create purchase orders to order stock.
    • Consignee Sales: Creates sales orders for fulfillment.
    • Inbound Reports: User has access to generate all reports a receiving User is responsible for.
    • Inventory Reports: User has access to generate all reports an inventory User is responsible for.
    • Order Fulfillment Reports: User has access to generate all reports an order fulfillment User is responsible for.
    • Purchasing Reports: User has access to generate all reports a purchasing User is responsible for.
    • Shipment Reports: User has access to generate all reports related to shipping details and transactions.
    • Transfer Items: User is authorized to transfer items from one warehouse to another.
    • Allocator: User is able to allocate items for orders and view Inventory.
    • Authorizes Adjustments: Responsible for creating and approving cycle counts and setting stock levels outside of normal process
      • Stock Taker: Responsible for Performing cycle counts
    • Issue Stock: User is allowed to receive stock to the system using Quick Issue.
    • Packer: Can view Ready to Ship widget in order to dispatch orders.
    • Picker: Pick items from stock to satisfy an order.
    • Putaway: Role allows User to put items away.
    • Receiver: Receive in items from Purchase Orders and Transfers.
    • Shipper: Can Rate and ship items.
    • Stock Taker: Create cycle counts and set stock levels outside of the normal receiving or picking process.
    • View Inventory: User is restricted to viewing the Inventory List.
  • Importer: An Importer populates the Zenventory database with files generated from a 3rd party system.

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