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 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
    • Edit Client Charges - (Unlimited Plan Tier Only) - can edit any existing client charges
      • Add Client Charges - (Unlimited Plan Tier Only)  - can add client charges to a client's account
        • View Client Charges - (Unlimited Plan Tier Only) - can only view a respective client's charges
    • Administration Reports - View system logs and other Admin-only reports.
    • Change Warehouses - Gives a user the ability to change their assigned warehouse
    • Manage Integrations - allows for a client user to manage their own marketplace integrations.  NOTE:  Also requires the "Importer" permission.
  • Operational Group - grants all permissions for inventory control, order fulfillment, and purchasing functions.
    • Buyer - Create purchase orders to order stock.
      • Edit PO Userfields- Grants access to view Purchase Orders and edit PO Userfields 1-3 along
    • 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.
    • Manage Holds - Can set or remove customer order holds.
    • Warehouse Manager - grants all permissions for inventory control & order fulfillment
      • View Inventory - User is restricted to viewing the inventory list.
        • Stock Grids - view the In Stock and All Inventory grid page
        • Location View Grid  - view the locations grid page
        • Supplier View - view the suppliers grid page
        • Par Level Grid - view the par level grid page
        • Kits Grid - view the KITs grid page
        • Assembly Grid - view the assemblies grid page
        • Warehouses Grid - view the warehouses grid page

• • • • Receiver - Receive in items from Purchase Orders and Transfers.
      • Put Away - Allows User to put items away.  (Staged Delivery setting is enabled only)
      • Assembly - can build assemblies or complete assembly work orders
      • Issue Stock -  Allowed to removes stock from 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 page 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
  
  • Importer - can populate the Zenventory database with files generated from a 3rd party system.
• Restrict Suppliers, Customers, Item Categories - Grants visibility for specific Suppliers, Customers, or Item Categories.