Role
  • 15 Oct 2022
  • 1 Minute to read

Role


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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