In order to specify what a user can view, edit, or create there are a few simple steps that need to be followed.
Custom role for users managing more than 1 location
Note: To create a custom role for a user managing only 1 location, skip to step 3, and create a Saved Filter using Location Names. Follow the rest of the guide as normal.
To begin, StoreCodes must be assigned to the location(s) that will assigned to a specific user.
StoreCodes are used as the core location identification name/number, and also used to assign entity tags to locations.
2. Create Entity Tags
From StoreCodes, we must next create and assign entity tags. An Entity Tag is a custom group that allows you to view the totals for that group, along with the existing aggregate reporting.
3. Create a Filter
After Entity Tags, a Filter needs to be created in order to set the conditions upon which this user can operate.
We will apply our entity tag as our only attribute, and save it as a custom filter. Our custom filter can be given any name. Any saved filters can be viewed in the top dropdown 'Saved Filter'.
4. Create a Role
Our next step is to now assign the filter we just created to a new role. This is our final step before inviting the actual user to the platform.
We'll need to be in Settings and go to Manage roles.
LocalClarity comes with 4 pre-existing roles, but to create a new role, we will select 'Add Role'.
When creating the role, we can also decide what level of this access this role has throughout the application. Once we've decided whether this role can read or write through each of the dashboards, we can assign specific access.
Read meaning the user cannot make any changes or edit any information within that dashboard. Write meaning they have the ability to make changes and edit information within that dashboard.
Custom Access for this role will be created by applying the filter that was created earlier.
Once the role has been created, we can then...
5. Assign that Role to a User
The final step for us, is to take the role we've just created and invite a user to the role.
For this step we'll move to the Manage Users tab, and in the right-hand corner select 'Invite User'
The next pop-up will allow us to add an email address and select which role to invite this user to. This user's invitation account status will then be categorized as 'Invited' until the user accepts the invitation.
If you have questions about any part of this process, please reach out to support@localclarity.com for help.