Intro nan pèmisyon itilizatè
User Permissions
Chak itilizatè nan OpenBoxes gen yon nivo pèmisyon ki kontwole sa yo ka wè ak fè nan sistèm lan. Pèmisyon sa yo ka mete pou tout sistèm lan, oswa pou yon kote espesifik. Nivo pèmisyon prensipal yo se:
- No access - Can log in but can’t see or do anything. If you have no access to the whole system that is probably an error - email your administrator. But you can also have no access by default and be given access only to specific locations
- Browser - can view all pages and reports in OpenBoxes, but cannot edit anything. This is good for stakeholders who want to see data, but aren't actually working in the supply chain
- Requestor - Can log into a dedicated requesting location and submit an e-request. See configuring e-requests from non-depot locations
- Manager - can do everything a browser can do, plus can create shipments, orders, and other transactions
- Admin - ka fè tout bagay yon manadjè ka fè, plis ka rollback anbakman, fè enpòtasyon done, ak kreye kote, pwodwi, itilizatè, lis stock, ak moun
- Superuser - ka fè tout bagay yon manadjè ka fè, plis ka rollback resi, imite itilizatè lòt, epi fè chanjman done mas. Anjeneral sèlman 1-2 superusers pou chak òganizasyon.
Ou ka ajoute lòt pèmisyon nan otorizasyon baz ki anwo a:
- Itilizatè finansye - ka wè done pri nan sistèm lan. Si ou pa gen pèmisyon sa a, tout done pricing yo pral twouble soti oswa montre kòm zewo
- Purchase approver - can approve and place a PO; can edit or rollback a PO after it is placed. Must also have manager or higher permission as a base.
- Request approver - Can be added to a request as an approver, can log in and approve an e-request. See configuring e-requests from non-depot locations
- Invoice user - Can create and submit invoices. Must also have manager or higher permission as a base.
- Product manager - Can use the product merge function. Must also have admin or higher permissions as a base
Administratè yo kapab tou mete ki kalite notifikasyon Imèl itilizatè a ap jwenn. Itilizatè ki pa gen notifikasyon te ajoute pa pral resevwa Imèl.
Most help articles assume that the user has manager and financial user permissions.
Browsers will be able to follow the instructions for viewing data and for running reports, but will be prevented from doing the tasks under the create and edit sections.
Non-financial users will see blurred data or zeroes where the example in the manual shows financial data.
Tasks that must be done by an administrator or superuser are separated out into their own sections in the knowledge base. See Administrator Guide.
Tablo ki anba a bay yon BEC detaye sou sa chak nivo pèmisyon ka fè nan sistèm lan:
| Navigatè | Direktè | Admin | Asiyasyon | |
|---|---|---|---|---|
| Gade envantè | Wi | Wi | Wi | Wi |
| Kouri rapò yo | Wi | Wi | Wi | Wi |
| Bato ak resevwa anbakman | Non | Wi | Wi | Wi |
| Envantè ajiste | Non | Wi | Wi | Wi |
| Kreye lòd acha | Non | Wi | Wi | Wi |
| Woule anbakman tounen | Non | Non | Wi | Wi |
| Kreye pwodwi yo | Non | Non | Wi | Wi |
| Kreye itilizatè yo | Non | Non | Wi | Wi |
| Kreye lis stock | Non | Non | Wi | Wi |
| Kreye kote yo ye | Non | Non | Wi | Wi |
| Kreye moun | Non | Non | Wi | Wi |
| Enpòte done | Non | Non | Wi | Wi |
| Resi woule tounen | Non | Non | Non | Wi |
| Edit/Efase tranzaksyon yo | Non | Non | Non | Wi |
Gade Pwofil itilizatè mwen an
- In the upper right hand corner, click on the profile icon. You can see your username with your permission level next to it in brackets. If you need to change your user permissions, contact your administrator.
- You can edit your user profile or logout.
To learn more about editing your profile, please see this document - Updating your Profile.