Assigning Employee Corporate Admin Permission Roles

Admin: Corporate Admin
Page: Employees > Roles
URL: [CLIENTID].corpadmin.directscale.com/Corporate/Employees/Roles
Permission: ViewEmployee

The Roles page is where you view and assign permissions to employee Roles or the position an employee has within your company (such as Customer Service Representative, Sales Manager, etc.). Using Roles allows you to tailor employee access to certain parts of the Corporate Admin. By default, you have a handful of pre-built Roles: Customer Service, Full Access, and Warehouse Manager, and Standard User.

Adding a New Role

  1. Click Add Role.

    The Role pop-up window opens.

  2. In the pop-up, enter a Name.

  3. Type a Description of the user role within the company.

    Such as Customer Service, Warehouse Manager, Standard User, etc.

  4. Enable the relevant Permissions.

    Permissions
  5. Click Save changes.

Added Roles are sorted in a table that previews the Role’s name, Description, and enabled Rights/permissions.

Roles list

Editing an Existing Role

Role pop-up window
  1. Click the Edit button for the Role you want to modify to re-open the Role pop-up window

  2. In the pop-up, edit the Role’s Name and Description, if necessary.

  3. Enable/disable permissions to your preference.

    enable/disable permission checkboxes
  4. Click Save Changes.

Permissions Definitions

Role permissions

Permissions organize by the name of the tab in which they are relevant. Each box checked allows employees to access different features, such as editing an order or making changes to the email templates.

Administration

Associate

Commissions

Inventory

Payables

Reports

Sales

Support

  • ViewSupport - Allows access to view the Support section
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