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    Role
    • 15 Oct 2022
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    Contents

    Role

    • Updated on 15 Oct 2022
    • 1 Minute to read
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    Article Summary

    Understanding Role

    What is a Role?

    It will determine what access, permissions and control a user has within Canary7, and a single role can be assigned to multiple users.

    Accessing Role

    Within the Navigation menu, click on the search bar, type ''Role'' and click on "Role". Role is also in Configuration, under System Setup > Role.

    Add a Role

    Click on the Red Action Buttonred action button, this will bring up a drop-down menu, and select "Add"

    clicking on add

    Enter a Name for the Role

    role name

    Check the permissions needed for this Role

    In Canary7, Roles have a lot of options, a warehouse manager will likely have a lot of access to Canary7, but for roles which require less access, check fewer options. Note this example has all options expanded.

    role permissions

    Ensure thatactive checked is checked so that your role will appear within Canary7.

    Once you have selected and entered the required fields, click on the submit buttonsubmit button(1) to add.

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