HOW TO CREATE & CONFIGURE A NEW ACCESS ROLE & PERMISSIONS
This guide walks you through the process of setting up a new user role with specific permissions. Learn how to assign necessary resources and save your configurations efficiently.
Role Creation
1. Navigate to https://wastockid.wasolutions.com/access/roles
2. Click "Add Role" icon
3. Create/Type "Role Name" in Name field
4. Click "Create Role"
Template Configuration
NOTE: using a template for creating a role is a much faster process to get users setup and taking actions quickly. We strongly encourage the use of templates for assigning roles.
5. Click "Select Template"
6. Review the permissions assigned adjusted as needed and click "Save"
Permission Configuration
7. Click "Add Permission"
8. Click "Select Resource" dropdown
In order for users to successfully use the application, they must have the appropriate cross section of resources and permissions to achieve day to day functions. Please refer to Resources section for more information and reference the examples below in steps 9 -22.
9. Click Resource you want to add
10. Select/Check the Permission boxes you'd like to add to the Role
11. Click "Add"
12. Click "Add Permission"
13. Click "Select Resource" dropdown
14. i.e. Click "Inventory Receive"
15. Check "View, Create & Update" boxes as appropriate
Whatever permission you select impacts the actions that a user can take in the platform. Please be sure to be quite particular about your permission selections.
16. Click "Add"
17. Click "Add Permission"
18. Click "Select Resource" dropdown
19. Click "Item Scan Document"
20. Check "Update" and "Create" boxes
21. Click "Add"
Workflow Completion
22. Click "Save"
After saving your newly created Role, you can go assign to User(s) or Group(s).
Related Articles
HOW TO CREATE & CONFIGURE A NEW ROLE USING A TEMPLATE
Learn how to efficiently set up a new user role within the platform by defining names and selecting specific templates. This guide simplifies the role management process to help administrators maintain organized access control. Navigation 1. Navigate ...HOW TO CONFIGURE A NEW GROUP & CREATE NOTIFICATIONS
Learn how to efficiently create a new group within your platform, assign specific roles, add users, and set up necessary locations. This guide also covers adding automated notifications to ensure your team stays informed and organized. Access ...HOW TO CREATE & CONFIGURE A NEW USER PROFILE
Learn how to efficiently add a new user to your system by setting up their profile, location access, and specific permissions. This guide ensures you can correctly assign roles, groups, and notification settings for seamless account management. User ...HOW TO CREATE A NEW ITEM IN THE SYSTEM
Learn the step-by-step process for adding a new inventory item, including setting up SKU's, units of measure, and hierarchy details. This guide ensures your inventory data is correctly entered for better tracking and management. Initial Setup 1. ...HOW TO ADD A NEW CHILD LOCATION
Learn how to efficiently organize your facility by creating a new sub-location within an existing parent category. This guide walks you through the steps to name and save new locations that should operate under the umbrella of another location (i.e.: ...