Custom roles - warehouses access

The system allows to assign custom roles to users. A custom role provides the ability to configure access to selected options according to your preferences. This way, you can decide which data the user can access. In this entry, you will learn how to grant access to warehouses and what scope this privilege entails.

Custom roles - warehouses access

To grant access to warehouses within privileges:

1. Go to Settings > Users, and on the panel on the left-hand side, select Roles,

6. Confirm the creation of the new role by clicking Save at the bottom of the page and assign the role to the selected email address.

A user with access to the Warehouses tab will be able to create, edit, and delete warehouses in the system. They will also have the ability to view products if they have been granted access to the Products tab. To enable the user to edit and create new warehouses, it is necessary to grant access to the Products and Warehouse Documents tabs.

 

Also check: 

• Custom roles - access to warehouse documents
• Custom roles - access to users
• Custom roles - access to account settings
• Custom roles - access to departments/companies within the account
• Custom roles - access to payments
• Custom roles - access to product database
• Custom roles - access to applications and add-ons
• Custom roles - access to documents and document management
• Custom roles - access to price lists
• Custom roles - access to the promotional codes tab
• Custom roles - access to clients
• Custom roles - access to webhooks
• Custom roles - access to recurring invoices
• Custom roles - access to categories
• Custom roles - access to imports
• Custom roles (user privileges) in InvoiceOcean
• Custom roles - access to account activities
• Custom roles - access invoice templates