Roles
Overview
Roles define the levels of access allowed to users. The procedure for seeing up security in Readysell is:
- Make a list of all your users that will need to access the system
- From the Navigation panel, go to administration, advanced then start users
- Create one user for each person that will be accessing the system. Leave the existing Readysell support users as they are
- From the Navigation panel, go to administration, advanced then start roles
- Copy all the standard roles that come with Readysell and put "MY" in front of the name. For example "MYManagers"
- For each user, decide which of the available roles best fits their security requirements. Then use the new button on roles to add the user to the appropriate role. Do not add users to more than one role
- Log in as each user and check their security and access level.
- Set each user to create their password when they next log in
In future, when new staff joins your business and you want them to be able to use Readysell, you will need to set them up with a Role. Each Readysell user needs to be assigned to a Role.
At any time you may wish to taylor the security settings in your roles. To learn how to do so, review the getting started and reference pages shown below.
Getting Started
- Assign a Role to a New Staff Member
- Assign a Role to an existing User
- Adding Permissions to roles
- Adding Report Category to roles
- Example : Add Stock Quantity Adjustment Permission to a Role
- Example : Configuring permission for custom fields
- Hiding action buttons for users within specific roles
- Roles Permission Re DashBoard (Intelligence)
- Roles Permission Reference
- Example : Add a Order Release/Hold button to a role