Understanding User Roles and Permissions

User Roles and Permission Key Hierarchy

• Administrator: Full access to ALL functions.  Required to create or edit Users, Warehouses, and Warehouse Locations.
  • Admin Customer (3PL use case only): Allows Admin access to customers, items, and suppliers. Only required if clients are used and 3PL is enabled.
    • Customer (3PL use case only): 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.
  • Put-away: 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 Allocadence database with files generated from a 3rd party system.