Role Templates

General Feature Information

Feature Name: Role Templates

Feature Overview:
The Role Templates feature empowers administrators to create predefined sets of permissions for various user roles. By assigning role templates, admins can standardize user access across the system, ensuring users only have access to the necessary modules and actions. Role templates can include specific permissions for managing shipments, reports, integrations, warehouses, and more.

How to Use the Feature

Step-by-Step Instructions

To Create a User Type (Required for Role Templates):

1. Navigate to Management > Users in the left-hand menu.

2. Click Add User and fill in the required details, including the User Type (e.g., Admin, Branch Manager).

3. Save the new user to proceed.

To Add a Role Template:

1. Go to Settings > Role Templates.

2. Click on Add Template.

3. Enter a Role Name in the provided field (e.g., Warehouse Manager, Sales Analyst).

4. Select the desired permissions by checking the boxes next to the corresponding modules and actions. Examples include:

   • Shipments:

     • Pending Orders (Page)

     • Create Shipment (Action)

   • Dashboard:

     • Analysis (Page)

     • Reports (Page)

   • Warehouses:

     • Add Warehouse (Action)

     • Edit Warehouse (Action)

     • View Warehouse (Action)

     • Activate/Deactivate Warehouse (Actions)

   • Users:

     • Manage User Roles (Page)

5. Once all necessary permissions are selected, click Add to save the role template.

To Modify an Existing Role Template:

1. Navigate to Management > Users.

2. Select a user and click Modify Roles.

3. Adjust the permissions by checking or unchecking the boxes as required.

4. Save the changes to apply them.

Configuration Details

Prerequisites:

• Administrative privileges to create or modify roles.

• User Types must be created before assigning a role template.

Configuration Steps:

1. Navigate to Settings > Role Templates.

2. Add or edit role templates by selecting the appropriate permissions for each user type.

3. Save and assign the roles to users as needed.

Examples of Permissions for Role Templates

Example 1: Warehouse Manager

• Add Warehouse (Action)

• Edit Warehouse (Action)

• View Warehouse (Action)

• Activate Warehouse (Action)

• Deactivate Warehouse (Action)

Example 2: Sales Analyst

• View Dashboard Reports (Page)

• Access Shipment Reports (Page)

• Analyze Sales Channels (Page)

Example 3: Customer Support

• Access Customer Service Module (Page)

• View and Manage Shipments (Action)

• Confirm Returns (Action)

Troubleshooting and FAQs

Common Issues and Solutions:

• Issue: Unable to create a role template.
  Solution: Ensure a relevant User Type is created before attempting to add a role template.

• Issue: Users cannot access assigned features.
  Solution: Verify that the necessary permissions are enabled in their assigned role template.

FAQs:

• Q: Can a user have multiple roles?
  A: No, each user can be assigned only one role template at a time.

• Q: Can I edit a role template after creation?
  A: Yes, navigate to Role Templates and select the template to modify permissions.