TABLE OF CONTENTS:

  1. Creating a Role

  2. Potential Roles

    1. Accounting

    2. Sales Manager

    3. Sales Rep

    4. Production Manager

    5. Production Employee

    6. Order Fulfillment Manager

    7. Investor/View Only

  3. Roles and Permissions Tutorial

  4. Team and Visibility Tutorial

OVERVIEW: Create User Roles with Permissions specific to their responsibilities, ensuring every employee can perform only the tasks necessary for their job and allow for a clean and intuitive experience in Distru.

We recommend creating a role for each type of employee in your company, such as 'Sales Rep', 'Accountant' etc. Check out the end of this article for some commonly found User Roles and our suggested permissions! ⬇️


Creating a Role

  1. Settings > Manage Users > Users & Roles

  2. Select "Create Role"

  3. Give your role a name (Sales Manager; Packager; Finance; etc.)

  4. Open each section to check/uncheck the necessary permissions for that role

  5. Select "Create Role" to save

  6. Assign the role to the appropriate users above, or invite new users under their designated roles via Manage Users > Invitations

Here are a few of the most common types of User Roles and some out-of-the-box Permissions they could have.

  1. Accounting
    - Settings: Quickbooks Configuration, Export Data, Price Tiers, Payment Methods, Payment Terms, Taxes
    - Report: All
    - Product: View
    - Company: View, Create, Edit
    - License: View
    - Contact: View, Create, Edit
    - Order: All
    - Invoice: All
    - Invoice Signature: All
    - Order Shipment: View
    - Order Shipment Signature: All
    - Purchase: All
    - Request: View
    - Transfer: View
    - Return: All
    - Assembly: None
    - Assembly Preset: None
    - Task: View, Create, Edit

    - Label Template: None

  2. Sales Manager
    - Settings: Relationship Types, Payment Methods, Payment Terms, Custom Fields
    - Report: Sales by User, Sales by Product, Sales by Company, Sales Order History, Sales Order Item History, Invoice History, COGS
    - Product: View, Print Barcode
    - Company: All
    - License: All
    - Contact: All
    - Order: All
    - Invoice: All
    - Invoice Signature: All
    - Order Shipment: None (All for Oklahoma)
    - Order Shipment Signature: None (All for Oklahoma)
    - Purchase: View
    - Request: All
    - Transfer: View
    - Return: View, Create, Edit
    - Assembly: None
    - Assembly Preset: None
    - Task: View, Create, Edit

    - Label Template: All

  3. Sales Rep
    - Settings: None
    - Report: None
    - Product: View, Print Barcode
    - Company: View, Create, Edit, View Map Interface
    - License: View, Create, Edit
    - Contact: View, Create, Edit
    - Order: View, Create, Edit, Download Order Slip, Download Test Results, Email Order Slip, Apply Charges/Discounts
    - Invoice: View, Create, Edit, Download/Print, Email, Receive Payments, Download Test Results
    - Invoice Signature: All
    - Order Shipment: None (All for Oklahoma)
    - Order Shipment Signature: None (All for Oklahoma)
    - Purchase: None
    - Request: View, Create, Edit, Download Request Slip, Email Request Slip
    - Transfer: None
    - Return: View
    - Assembly: None
    - Assembly Preset: None
    - Task: View, Create

    - Label Template: None

  4. Production Manager
    - Settings: Product Groups, Product Unit Types, Custom Fields
    - Report: Inventory Valuation, Inventory Transaction History, COGS
    - Product: View, Create, Edit, Adjust Inventory, Adjust Menu Visibility, Print Barcode
    - Company: View, Create, Edit
    - License: View
    - Contact: None
    - Order: None
    - Invoice: None
    - Invoice Signature: None
    - Order Shipment: None (All for Oklahoma)
    - Order Shipment Signature: None (All for Oklahoma)
    - Purchase: View, Create, Edit, Email/Print Purchase Orders, Make Payments, Apply Cost/Discounts
    - Request: None
    - Transfer: View, Create, Edit, Email/Print Transfer Slips
    - Return: None
    - Assembly: View, Create, Edit
    - Assembly Preset: View, Create, Edit, Delete
    - Task: View, Create, Edit

    - Label Template: All

  5. Production Employee
    - Settings: None
    - Report: None
    - Product: View, Print Barcode
    - Company: View, Create, Edit
    - License: None
    - Contact: None
    - Order: None
    - Invoice: None
    - Invoice Signature: None
    - Order Shipment: None (All for Oklahoma)
    - Order Shipment Signature: None (All for Oklahoma)
    - Purchase: View, Email/Print Purchase Orders
    - Request: None
    - Transfer: View
    - Return: None
    - Assembly: View, Create, Edit
    - Assembly Preset: View, Create, Edit
    - Task: View, Create

    - Label Template: None

  6. Order Fulfillment Manager
    - Settings: Company Info & Settings, Export Data, Company Groups, Embedded Product Menu, Product Categories, Product Groups, Product Unit Types, Price Tiers, Relationship Types, Payment Methods, Payment Terms, Taxes, Custom Fields, Vehicles
    - Report: All
    - Product: View, Create, Edit, Adjust Inventory, Adjust Menu Visibility, Print Barcode
    - Company: View, Create, Edit, View Map Interface
    - License: View, Create, Edit
    - Contact: View, Create, Edit
    - Order: All
    - Invoice: All
    - Invoice Signature: All
    - Order Shipment: None (All for Oklahoma)
    - Order Shipment Signature: None (All for Oklahoma)
    - Purchase: All
    - Request: View, Create, Edit, Download Request Slip, Email Request Slip
    - Transfer: View, Create, Edit, Email/Print Transfer Slips
    - Return: All
    - Assembly: All
    - Assembly Preset: All
    - Task: View, Create, Edit

    - Label Template: All

  7. Investor/View-Only
    - Settings: None
    - Report: Inventory Valuation, COGS
    - Product: View
    - Company: View
    - License: View
    - Contact: View
    - Order: View
    - Invoice: View
    - Invoice Signature: None
    - Order Shipment: None (View for Oklahoma)
    - Order Shipment Signature: None
    - Purchase: View
    - Request: View
    - Transfer: View
    - Return: View
    - Assembly: View
    - Assembly Preset: View
    - Task: View, Create, Edit

    - Label Template: None

To watch a video tutorial on creating User Roles, check out Roles & Permissions

Another layer of permission guidelines and restrictions can be added by adjusting their Teams and Visibility settings. ⬅️ Check out a video walkthrough here!

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