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Design permission profiles by responsibility so each person can access only the areas and actions they need. Reusing profiles avoids duplicating configuration for each user.

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Differences between user, employee and profile

  • User: account that signs in on a computer or tablet, such as office@company.com.
  • Employee: person whose work is planned or recorded in work mode.
  • Permission profile: set of permissions you assign to a user. In the interface, profiles are configured under Roles.

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Before creating profiles

List actual responsibilities:
  • company administration;
  • purchasing;
  • sales;
  • warehouse;
  • planning;
  • manufacturing;
  • maintenance;
  • costs;
  • reports and analysis;
  • integrations.

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Create profiles

Path: Control panel > Roles
1

Create reusable profiles

In Name, enter an actual factory function. Use profiles such as Warehouse, Purchasing, Manufacturing or Administration when several people share permissions.In Description, briefly explain the profile’s scope.
2

Configure permissions

Select the permissions the profile needs in each module. Actions appear with their actual names, such as View, Edit, Activate, Work or Sequence, depending on the area.
3

Save the profile

Click Save. You can then assign the profile to registered users from Control panel > Users.

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Periodic review

Avoid using an administrator profile for everyday work. Reserve broad permissions for configuration and support tasks.