Configure a new role type that sits between a data entry user and an administrator. This is to prevent access to rates and other sensitive areas of the application but still provide greater access than a data entry user.
Guest
Planned
Planned
Fantastic idea. We would like to able to have a "Super Admin" where only this person can change rate cards etc.
Instead of adding a user role that has a defined title such as "Supervisor", my suggestion is create a custom user profile and let the companies decide what type of functions users have. Companies can decide by ticking boxes that allow certain security rights such as "Rate Cards", "Customers", "Sales Orders", "Purchase Orders".
After this is implemented, then you can add more refined selections such as User A can access "Customer A", but cannot see "Customer B", or User B can see the rate card for "Customer D" only.
Absolutely! A role-based access system will ensure permissions are tailored to each person’s position and experience. Administrators currently have access to too much sensitive info, so customizing access will improve security and efficiency.
Yes, please. There has to be a middle role. At the moment, you either give them very basic access or all access; there is no middle.
It has to be that any old tom dick or akmed cant come in and adjust rates on the fly with no history mapping. This must be reserved for higher order role types and locked away or take higher approval if done by lower.