How to Manage User Permissions

Permission roles provide a way for system administrators to group permissions and assign them to a user or a group of users. Permissions define the actions that a user can perform. A role is a collection of permissions that administrators assign to a user/group. A role consists of a name, a description, and a collection of permissions. Permission roles are assigned at the point of user creation, and can be updated at any point there on after.

How to Find Your Permissions

You can find your Permissions by navigating to Settings > Users & Roles, then click the Roles tab.

Admin vs Staff

Admin and Staff are the two standard permission roles that come out-of-the-box. Admin has unrestricted access, while Staff is restricted to non-accounting functions.

Managing Your Permissions

How to Create a Permission Role

A permission role can be created by clicking "Clone" on an existing role.

How to Assign a Permission Role to a User

Permission roles are assigned at the user level. For more information on creating and assigning permission roles, please see our helpfile here.

How to Delete a Permission Role

A permission role can be deleted by clicking the trashcan icon next to it. 

NOTE: The original Admin and Staff role cannot be deleted.

Additional Information

Warehouse Login

Warehouse users receive an alternate view of cieTrade that's considered a paired-down version of cieTrade, with the sensitive information removed. The warehouse login is determined by the name of the permission role. In order for the the user to have the paired-down version, "warehouse" must be in the name of the permission.  Additionally, this role has to have the following fields enabled in order to view the warehouse module.

How to Lock a User to a Department

For more information on locking a user to a department, please see our helpfile here.

If you have additional questions, please contact the Support Team via email to  support@cietrade.net