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      User Roles and Permissions

      User Roles and Permissions

      If your company has multiple users of AdvancePro, you more than likely would like to control the rights and permissions of different users.  AdvancePro includes 8 pre-defined user roles, in addition to providing you with the ability to create customized user roles.

      Pre-Defined User Roles

      There are eight pre-defined roles in AdvancePro, as follows:

      Role

      Permissions

      Rights

      Super Admin

      ·         All forms

      ·         All notes on customer and vendor orders

      ·         Create users and manage their accounts

      ·         Warehouse Manager

      ·         Order/Returns Manager

      ·         Administrators

      Administrator

      Cannot Access: Site Administrators form on Admin Switchboard

      ·         All other forms

      ·         Warehouse notes

      Cannot Create Users

      ·         Warehouse Manager

      ·         Order/Returns Manager

      ·         Manage QuickBooks®

      ·         Manage Sales Reps

      ·         Generate reports

      Warehouse Management

      ·         All forms on the Warehouse Switchboard only

      ·         Warehouse notes

      ·         Pick, pack and ship orders

      ·         Receive vendor orders

      ·         Ship vendor returns

      ·         Receive customer returns

      ·         Manage warehouses

      Order/Returns Management

      ·         Customer Switchboard:

      o   View all customers

      o   Place new orders

      o   View all orders

      ·         Vendor Switchboard:

      o   View all vendors

      o   Place new orders

      o   View all orders

      ·         All forms on the Returns Switchboard

      ·         Create and manage customer/vendor orders and returns

      ·         View all customers/vendors

      ·         Warehouse notes on customer and vendor orders

      Sales Rep

      ·         Customers Switchboard:

      o   Place new orders

      o   View all orders

       

      Restricted Sales Rep

      ·         Customers Switchboard:

      o   Place new orders

      o   View all orders

      ·         Orders related to the sales rep’s account

      AP Mobile User

      ·         All forms in the Warehouse Switchboard only

      ·         Warehouse notes

      ·         Pick, pack and ship orders

      ·         Receive vendor orders

      ·         Ship vendor returns

      ·         Receive customer returns

      ·         Manage warehouses

      POS User

      ·         POS order entry

      ·         POS return

      ·         Place customer orders

      ·         Receive payments

      ·         Place customer returns

      ·         Process payment returns

      ·         Set end and opening balances (admin specified)

       

      Custom User Roles

      Recognizing that the pre-defined roles may not meet your exact needs, AdvancePro provides you with the ability to create your own user roles.  The video below demonstrates how to do this:

       

      Setting Up Your Users

      Once you have the user roles setup in AdvancePro, you can create your AdvancePro users and assign roles to them.  This process is explained in the video below: