Understanding user types and roles

Front Systems uses Roles and User types to manage employees and partners access to organization's data and resources. 

It is important for the managers to understand the various roles so that the right decisions around user access can be made.

In this article, you will learn about user types, roles and how to create a user and assign access.

• User types
• Backoffice roles

User types

User

As a user in a company, you can be assigned a role. If your company has multiple stores, the user can get access to either one or multiple stores. The role assigned per store can vary.

For all employees working in the store, assign user type = User.

Company Admin

As a Company Admin, you get full access to all resources in Portal for your company. This user type should be reserved for selected employees such as the owner of the company or the IT manager. 

Backoffice roles

As a user, you can be assigned either a system role or a company defined role. 

System role

A system role is a predefined role that is created by Front Systems and these can't be customized, changed or deleted. 

A user can be given one role in one store and a different one in another. In example, a user can be Store Manager in one and Accounting in another.

This is the list of available system roles: 

• Accounting
• Enterprise staff
• Enterprise Store Manager
• Floor Manager
• Shift Manager
• Staff
• Store manager
• Store manager limited
• Support
• Warehouse 

You can find an overview of what access is given to each role by navigating to Admin followed by Roles. Click on the eye icon next to the role you want to look into.

Custom role

If none of the predefined system roles are suitable for your Company, you can create customized roles.

A customized role will only apply to your company and can be assigned in the same way as system roles, per store.

When creating a custom role you will be able to add or restrict access on following levels:

• Read: Read-only rights on the pages where this access level is enabled.
• Edit: Possible to edit data, such as editing existing product attributes, i.e., brand, season, product groups etc.
• Delete: Possible to delete or remove data, such as removing existing product attributes, i.e., brand, season, product groups, etc.
• Add: Possible to add data, such as adding new product attributes, i.e., brand, season, product groups, etc.
• Execute: Possible to execute certain functions such as printing of labels.

As seen in the example below, when you view a role, the different tabs on the left reflect the the menu structure in Portal.

Click on a role and select the relevant tab to configure the access levels on the sub-menu.

With Product enrichment you will be able to edit images and description on a product.

Store specific catalog will give you the possibility to edit certain data fields where the changes are only made to the store you have access to. These data fields are typically cost and outprice (if price list is in use) and stock quantity.