About

Roles are assigned to a User who in turn can be configured to Create, Read, Write or Delete across five sections in ERP Go, namely Workplace, System Setup, Actions, Options & Reports.

There are 3 pre-configured roles that comes standard with new subscriptions, namely:

Administrator
Manager
End User

Setup

Editing & Adding Roles

To add or edit a Role go to System Setup > Roles.

Existing roles can be edited by clicking on the Name (Administrator, End User or Manager) or a new role can be added by clicking on Add Role:

When adding a role, a Name is required for selection purposes and a fitting Description (optional) that offers further information/ clarification:

Assigning Roles to Users

Roles in turn are assigned to users under System Setup > Users:

Note, all users must have at least one role assigned to them.

Understanding Access Levels

There are five access levels, namely:

Create - This allows a user to create these types of object
Read - This allows users to see this type of object
Write - This means they can edit/change it
Delete - They can delete the object
Allow - This is in both Actions and Options, and refers to the user being 'allowed' to action the option e.g. Is Allowed to Export

Tips:

Clicking on an Access level at the top (Create, Read, Write, Delete & Allow) will select all the row entities for that access level.

Clicking on a row entity (Create Accounts, Products Etc) will select all the access levels (Create, Read, Write, Delete & Allow) for that row entity.

Understanding Role Sections

There are 5 sections to navigate, namely:

Workplace - Refers to Menus & Sub Menus users are allowed to access
System Setup - Refers to "under the hood" changes that runs throughout system
Actions - Refers to a list of actions usually granted to mid to high level users (such as creating accounts)
Options - Refers to settings or behavior preferences (such as being allowed to auto pick during order entry and auto preview of picked items)
Reports - A list of strategic reports users are allowed to see (such as margins & costs)