Front Systems uses roles and user types so that the organizations can easily organize access for their employees and partners.
Managers should understand the various concepts so that you can make the right decisions about user access in your business.
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. The vast majority of employees working in a store should only be given a "User" type
As a Company Admin, you get full access to all resources in Portal for your company. This user type should be reserved for as few employees as possible and is best suited for the owner of the company or the IT manager.
As a user, you can be assigned either a system role or a company defined 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:
- Enterprise staff
- Enterprise Store Manager
- Floor Manager
- Shift Manager
- Store manager
- Store manager limited
You can find an overview of what access is given to each role by selecting Admin in the menu on the left followed by Roles and hit the "eye"-symbol next to the role you want to look into.
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 activated
- Edit: possibility to edit, f.ex. renaming, data objects, such as editing existing product attributes, i.e., brand, season, product groups etc.
- Delete: possibility to delete or remove data objects, such as removing existing product attributes, i.e., brand, season, product groups etc.
- Add: possibility to add data objects, such as adding new product attributes, i.e., brand, season, product groups etc.
- Execute: possibility to execute certain functions such as printing of labels.
As seen in the example below the tabs on the left hand side reflect the the menu-structure in Portal. In this example the tab Product is active. Hence you will be able to configure the access levels on the sub-menu of Product.
With Product enrichment you will be able to edit picture 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.