New Role

User security in InventoryCloud is set up by Role. A Role is a collection of security settings that one or more users share. You will create your Roles first, then assigned them to Roles. Before setting up your Roles, take some time to think about the types of employees you have, who will need access to the software and what features/functions they will need to use in the software. You will want to create a Role for each different type of user you may have. You may need a Role for Managers, who have access to all Sites, Reports, Auditing, etc.  Another role might be Supervisors who only need access to Reports and basic functions such as check in/out, but don't need access to Auditing. A third Role may be comprised of warehouse workers who need access to the mobile devices, but don't need to be able to log on to the PC.

For example, your company may have 5 supervisors who all need access to the same functions in the software. Instead of setting up each user and assigning these functions individually, you will enter the basic user information, then assign that user to a Role. The security access is then automatically assigned to the user based on the Role settings.  

To Create a New Role:

Click on the Manage > Roles > button.

Or

Click on the Manage > Roles > New button in the View Roles screen.

The New Role screen will appear.

Role Details

• Enter a Role name (required) and Description for this role.

Add User to a Role

• Select the Users to whom you want to assign the new role. Click on the check box next to the user's name. To select all, click on the checkbox next to Username heading.

Note: You can filter the Users and Selected Users windows by clicking the Show Filter checkbox above each window.

Site Restrictions

• Select if this role will be restricted to certain Sites. This means that Sites you select here are the only Sites users assigned to this role will have access to. If you want the role to have access to all Sites, you can skip this section.

To restrict the role to specified Asset Types:

• Click on the Enable Site Restrictions check box. Select the Sites to which you want the role to have access in the Restricted Sites window by selecting the check box in front of the Site.  You can use Show Filter option to filter the sites.
• If you want this role to have access to all new Sites, click the Automatically allow access to newly added sites checkbox.

After setting the Role Details, click on the Permissions tab to define which parts of the website the role can access. Refer  Permission topic for more details.

After setting Role details and Permission settings, click on the Save button.