In Stockagile there is the option to assign a specific role to users depending on their function, in order to minimize screens in the daily use of the program according to the role of each user. Roles can be assigned to each user in the Users section, within Configuration (More > Configuration > Users). There are two types of roles:
Default roles: These are the predefined roles of the program, the functions of each role are limited and cannot be modified.
Custom Roles: These are user-created roles, which can be created from existing roles and can modify the functions in a customized way.
⚠️ Note: If you give several roles to a user, these can generate a permission conflict and limit undesired fields. Our advice is to give the less amount of roles to a user or to give it a custom one. For example, a user that has the owner must not have any other.
The different types of default user roles in the program are:
Owner: You have access to all program functions.
Retail Vendor: Limited access, with the basic functions to sell in store.
Retail Manager: You have full access to the store module management functions, invoicing, stock editing, etc.
Wholesale Vendor: Limited access, with basic wholesale functions.
Wholesale Manager: You have full access to all the functions necessary to manage the warehouse and make wholesale sales.
Products Editor: You have the limited access to be able to log into the system and edit product data such as name, prices and descriptions.
Ecommerce Manager: You have full access to all the ecommerces created
Inventory Manager: You have full access to inventory and warehouse management functions, without access to sales or invoicing.
Steps to create a custom role:
Go to Configuration > Access > Roles and permissions. You will see the default roles and, to the right, the custom roles in case they are already created.
Click on the "New rol" button at the top right. You can create a role from scratch or from an existing role (to copy the permissions of a role and modify them more easily). As you can see in the image, the checkboxes of the default role functions are grayed out because they cannot be modified, but those of the custom roles can be modified. Once the role has been created, it will appear in the role selection of each user. You can modify the permissions of that role whenever you want.
Step 2: Custom role creation screen