Unlike Client Administrator users, the Restricted users in the App have no access to any part of the system that could potentially give them access to view or modify any information or locations, other than those they have been granted access to.
When creating a user, select whether they should be a Client Administrator or a Restricted user. For Restricted users, select the access they should have to new locations by default (no access, read only, or full access).
Restricted users lose access to the following areas:
Settings: The Settings menu which includes:
Configuration (various global settings)
Classification configuration
Policy defaults
Policy overrides
Region setup
System: The entire System menu which includes:
User Admin (Create or edit user accounts, including resetting a user’s password)
User Logs (user audit logs)
Data quality report
Data refresh (Extract new data from your ERP or reprocess Netstock data)
Suppliers: ability to edit suppliers
Orders: The “Everyone’s Orders” option in the Saved recommended orders tab
User: Edit their own access level
Restricted users also lose access to the following unless they have access to every location:
Supplier performance module: Access
Stock projection module: Access
Report builder
Advanced reports
Restricted users without full access to any location will lose access to:
Orders
Restricted users lose access to the following functions for read only locations:
Dashboard: Mute item
Forecasts: Adjust items
Forecasts: Adjust totals
Locations: Edit
Locations: Edit location data
Orders: Create
Orders • Order: edit or action the order
Orders • Saved Orders: Download or Archive individual orders
Enquiry: Edit stocking indicator
Enquiry: Amend forecast
Note: Read only users can still add item comments and delete their own comments. Restricted users with No Access to a location cannot see any data related to that location.
Restricted users with some form of access to every location are able to use the supplier performance, stock projection and report builder modules, as well as advanced reports. The moment a restricted user does not have access to all locations, they also lose access to the previously mentioned features unless their Default access for new locations value is “Read only” or “Full access”.