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Assigning Corporate Admin User Permission Roles

Learning Experience Team

June 15, 2020 19:29

Admin: Corporate Admin
Page: Settings > Company Settings > Admin Users > Manage 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

Click the + Add Role button.

The Role pop-up window opens.
In the pop-up, enter a Role name.
Type a Description of the user role within the company.

Such as Customer Service, Warehouse Manager, Standard User, etc.
Select the Homepage for this role. This is the first page that admin users with this role will see when they log in to the Corporate Admin.
Enable the relevant Permissions.
Click Save.

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

Admin Roles — Image - Admin Roles

Editing an Existing Role

Role pop-up — Image - Role pop-up

Click the icon for the Role you want to modify to re-open the Role pop-up window
In the pop-up, edit the Role’s name, Description, and Homepage if necessary.
Enable/disable permissions to your preference.
Click Save.

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.

Administration

AddCouponCode - Allow a user to add coupon codes to a corporate order
EditEmailTemplates - Allow access to edit Email Templates
ViewEmailTemplates - Allow access to view Email Templates
EditSqlEditor - Allow access to the Data Editor to edit data in SQL tables
EditSqlEditorAdvanced - Allow a user to write and execute SQL statements with the Data Editor. This permission should be reserved for developers only
ViewAccounting
ViewAdministration - Allow access to the Administration section
ViewAdvancedSettings - Allow access to Advanced Settings
ViewEmployee - Allow access to the Employees section

Associate

AssignOrderToParty - Allow access to assign orders to party plans
BlockAssociate - Allow access to block an Associate
CancelOrder - Allow access to cancel orders
CanOverride - Allow access to override commissions
ChangePlacements - Allow access to make Tree Movements
CloseParty - Allow access to close a created party
CreateAssociate - Allow access to create an Associate
CreateOrder - Allow access to create an order in the Corporate Shop
DeleteAssociate - Allow access to delete an Associate
DeleteParty - Allow access to delete a created party
EditAssociate - Allow access to edit an Associate’s personal information
EditAssociateOrder - Allow access to edit an Associate’s order details
EditParty - Allow access to edit a created party
MoveOrder - Allow access to move an Associate’s order to another Associate for commission purposes
OverrideTax - Allow access to override the tax charged on an order
PayOrder - Allow access to mark an order as paid
RefundOrder - Allow access to process a refund
ReopenParty - Allow access to re-open a created party
ReplaceOrder - Allow access to replace an order
ReturnOrder - Allow access to generate a Return Merchandise Authorization (RMA)
ShipOrder - Allow access to mark an order as shipped
ViewAssociate - Allow access to view an Associate’s personal information
ViewVolumeAdjustments - Allow access to the Volume Adjustments page

Commissions

EditCompPlan - Allows access to edit compensation plans
ManageOverrides - Allows access to view, edit, delete, and add commission overrides
ManageVolumeAdjustments - Allows access to view, edit, delete, and add Volume Adjustments
PayCommissions - Allows access to payout commissions
ProfileCommissions - Allows access to create a commission profile
ViewCommissions - Allows access to view Commissions section
ViewOverrides - Allows access to view the Overrides page

Inventory

InventoryReports - Allows access to view Stock Levels reports
ManageStockLevels - Allows access to edit/adjust Stock Levels
ManageStores - Allows access to create, edit, and delete Stores
ViewCategories - Allows access to view the Categories page
ViewInventory - Allows access to the Inventory section
ViewOrderLimits - Allows access to view the Order Limits page
ViewPurchaseOrders - Allows access to view the Purchase Orders page
ViewReceiving - Allows access to view the Receiving page
ViewShipping - Allows access to view the Shipments page
ViewStockLevels - Allows access to view the Stock Levels page
ViewTransfers - Allows access to view the Transfers page
ViewVendors - Allows access to view the Vendors page
ViewWarehouses - Allows access to view the Warehouses page

Payables

ManageAdjustments - Allows access to create, edit, and delete commission adjustments
ManagePayables - Allows access to create, edit, and delete commission payouts
ViewPayables - Allows access to view the Payables page

Reports

AssociateReports - Allows access to view Associate Reports
ManageCustomReports - Allow access to create custom reports and to edit, delete, view, and export all custom reports
SalesReports - Allows access to view Sales Reports
SqlManagerAdministrator - Allow access to run, save, export, and delete their queries and run, export, and delete saved queries created by other users
SqlManagerBasic - Allow access to run, save, export, and delete their queries, and to run and export saved queries created by other users
SqlManagerReadOnly - Allow access to run and export their queries and to run and export saved queries created by other users
ViewCustomReports - Allow users to create, update, and delete their custom reports and to view and export all custom reports

Sales

CanUseAchManagement
ViewSales - Allows access to view the Dashboard and other sales-related sections

Support

ViewSupport - Allows access to view the Support section

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