Front Systems utilizes roles and user types to manage employee and partner access to the organization's data and resources. It is essential for managers to understand these various roles to make informed decisions regarding user access.
In this article, you will learn about user types, roles and how to create a user and assign access.
User types
User
As a user in a company, you can be assigned a role. If your company has multiple stores, you may gain access to one or multiple stores, with roles varying by store.
For all employees working in the store, assign the user type as User.
Company Admin
As a Company Admin, you have full access to all resources in the Portal for your company. This user type should be restricted to specific employees, such as the company owner or 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 created by Front Systems, and it cannot be customized, changed, or deleted.
A user can have one role in one store and a different role in another; for example, a user might be a Store Manager in one location and hold an Accounting role 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 Manager
You can view an overview of the access granted to each role by navigating to Admin, then Roles. Click on the eye icon next to the role you wish to examine.
Custom role
If none of the predefined system roles are suitable for your company, you can create custom roles.
A custom role will apply exclusively to your company and can be assigned in the same manner as system roles, on a per-store basis.
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.
- The Store specific catalog allows you to modify certain data fields, with changes applying only to the store you have access to. These fields typically include cost, outprice (if a price list is in use), and stock quantity.
- With Product Enrichment, you can edit images and descriptions for a product.
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