The Roles page is where you view and assign permissions to employee roles. A role is the position an employee has within your company (such as Customer Service Representative, Sales Manager, etc.), allowing you to tailor their access to certain parts of the Corporate Office.

What We’ll Cover

• Finding the Page
• Adding an New Role
• Editing and Deleting an Existing Role
• Permissions Definitions
  • Administration
  • Associate
  • Commissions
  • Inventory
  • Payables
  • Reports
  • Sales
  • Support

By default, you are provided with a handful of pre-built roles that include: Customer Service, Full Access, and Warehouse Manager, and Standard User.

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Finding the Page

In Corporate Office, navigate to: Employees > Roles.

[CLIENTID].corpadmin.directscale.com/Corporate/Employees/Roles

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Adding an New Role

1. Click Add Role to open the Role pop-up window.

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.

   

5. Click Save changes.

Added roles are sorted in a table that preview the role’s name, Description, and enabled Rights/permissions.

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Editing an Existing Role

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.

   

4. Click Save Changes.

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Permissions Definitions

Permissions are organized 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.

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Administration

1. EditEmailTemplates() - Allow access to edit Email Templates
2. EditSqlEditor() - Allow access to the Data Editor to edit data in SQL tables
3. ViewAdministration() - Allow access to the Administration section
4. ViewAdvancedSettings() - Allow access to Advanced Settings
5. ViewEmailTemplates() - Allow access to view Email Templates
6. ViewEmployee() - Allow access to the Employees section

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Associate

1. AssignOrderToParty() - Allow access to assign orders to party plans
2. BlockAssociate() - Allow access to block an associate
3. CancelOrder() - Allow access to cancel orders
4. CanOverride() - Allow access to override commissions
5. ChangePlacements() - Allow access to make Tree Movements
6. CloseParty() - Allow access to close a created party
7. CreateAssociate() - Allow access to create an associate
8. CreateOrder() - Allow access to create an order in the Corporate Shop
9. DeleteAssociate() - Allow access to delete an associate
10. DeleteParty() - Allow access to delete a created party
11. EditAssociate() - Allow access to edit an associate’s personal information.
12. EditAssociateOrder() - Allow access to edit an associate’s order details
13. EditParty() - Allow access to edit a created party
14. MoveOrder() - Allow access to move an associate’s order to another associate for commission purposes
15. OverrideTax() - Allow access to override the tax charged on an order
16. PayOrder() - Allow access to mark an order as paid
17. RefundOrder() - Allow access to process a refund
18. ReopenParty() - Allow access to reopen a created party
19. ReplaceOrder() - Allow access to replace an order
20. ReturnOrder() - Allow access to mark an order as returned
21. ShipOrder() - Allow access to mark an order as shipped
22. ViewAssociate() - Allow access to view an associate’s personal information
23. ViewVolumeAdjustments() - Allow access to the Volume Adjustments page

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Commissions

1. EditCompPlan() - Allows access to edit compensation plans
2. ManageOverrides() - Allows access to view, edit, delete, and add Overrides
3. ManageVolumeAdjustments() - Allows access to view, edit, delete, and add Volume Adjustments
4. PayCommissions() - Allows access to payout commissions
5. ProfileCommissions() - Allows access create a commission profile
6. ViewCommissions() - Allows access to view Commissions section
7. ViewOverrides() - Allows access to view the Overrides page

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Inventory

1. InventoryReports() - Allows access to view Stock Levels reports.
2. ManageStockLevels() - Allows access to edit adjust Stock Levels
3. ManageStores() - Allows access to create, edit, and delete stores
4. ViewCategories() - Allows access to view the Categories page
5. ViewInventory() - Allows access to the Inventory section
6. ViewOrderLimits() - Allows access view the Order Limits page
7. ViewPurchaseOrders - Allows access to view the Purchase Orders page
8. ViewReceiving() - Allows access to view the Receiving page
9. ViewShipping() - Allows access to view the Shipments page
10. ViewStockLevels() - Allows access to view the Stock Levels page
11. ViewTransfers() - Allows access to view the Transfers page
12. ViewVendors() - Allows access to view the Vendors page
13. ViewWarehouses() - Allows access to view the Warehouses page

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Payables

1. ManageAdjustments() - Allows access to create, edit, and delete commission adjustments
2. ManagePayables() - Allows access to create, edit, and delete commission payouts
3. ViewPayables() - Allows access to view the Payables page

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Reports

1. AssociateReports() - Allows access to view Associate Reports
2. ManageCustomReports() - Allow access to create custom reports, and to edit, delete, view, and export all custom reports
3. SalesReports() - Allows access to view Sales Reports
4. SqlManagerAdministrator() - Allow access to run, save, export, and delete their own queries, and to run, export, and delete saved queries created by other users.
5. SqlManagerBasic() - Allow access to run, save, export, and delete their own queries, and to run and export saved queries created by other users
6. SqlManagerReadOnly() - Allow access to run and export their own queries, and to run and export saved queries created by other users
7. ViewCustomReports() - Allow user to create, update, and delete their own custom reports, and to view and export all custom reports

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Sales

1. ViewSales() - Allows access to view the Sales section.

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Support

1. ViewSupport() - Allows access to view the Support section.