In BusinessMind, a user's roles control what features they are permitted to use. The following is a summary of the roles you can assign to user accounts
Sales Related Roles
Sales Associate
A user with the sales associate role can sell items either through the jewelry retail point of sale, or the wholesale invoicing screens, with limited customer lookup abilities.
Sales Manager
A user with the the sales manager role can search in search in sales, contacts, orders and inventory, and can also perform the following specific abilities:
Change prices, discounts, tax rates, and sales accounts on invoices
Edit commissions
Change amounts and accounts on credit notes
Enter refunds and payments, and, allocate credit notes
View inventory costs, supplier details and customer balances
Edit customer balance limits and discounts
Merge contacts
Adjust inventory prices
Workshop Roles
Workshop Artisan
A user with the workshop artisan role can use the workshop screens to update the status of jobs.
Workshop Manager
A user with the workshop manager role can search in inventory, contacts, orders and workshop jobs. They can also view inventory cost and supplier information, as well as move SKUs between different shelf locations.
Inventory Management Roles
Inventory Controller
A user with the inventory controller role can lookup basic inventory information, as well as edit basic info on Models and SKUs. This role is also permitted to move SKUs between different shelf locations.
Inventory Manager
A user with the inventory manager role has access to all inventory functions, including view and edit costs, adjust quantities and prices, and use the batch update advanced inventory tools. Inventory Managers can also search workshop jobs and customer orders.
Special Roles
Marketing Manager
A user with the marketing manager role can search in sales and contacts.
Customer Service Manager
A user with the customer service manager role can search in sales, contacts, and orders, and, can also perform the following specific abilities.
Enter payments and allocate credit notes
View customer balance information
Merge contacts
Bookkeeper
A user with the the bookkeeper role can search in search in sales, contacts, and inventory, and can also perform the following specific abilities:
Edit invoice and credit note sales accounts
Edit tax rates
Authorize exceptions for exceeding customer balance limits
Enter refunds and payments, and, allocate credit notes
View inventory costs, supplier details and customer balances
Edit customer balance limits and discounts
Administrative Roles
Manager
This role is unrestricted for all application functions except configuring integrations.
Admin
This role is unrestricted and can perform all functions in the application.
Roles in BusinessMind are currently being expanded and there is more work to be done. Check back on this article to keep up with the latest enhancements to user roles in BusinessMind.