Manage roles and permissions

Manage roles and permissions

Overview

Roles are sets of permissions that control what users can do in Cin7 Omni. Using roles makes it easier to update access for multiple users at once and to grant access to new users.

For example, if Role A can view purchase orders, all users with Role A can too. If you assign Role A to a new user, that user will instantly get that role’s permissions.

By default, you have one user with an administrator role. Administrators can access and manage all parts of Cin7 Omni. You can create as many other roles as your business needs to manage user access. As your business needs and personnel change, you can edit your roles and delete those you don’t need.

To manage roles and permissions, you must be an administrator.

Create a role

Before creating roles, think about what areas of Cin7 Omni your users need to access. Create roles for each group of users with the same access requirements.

To create a role:

  1. From the user menu, open Users.

  2. Click Manage Roles.

  3. Click Create Role.

  4. Enter a name for the role.

  5. Click Save.

  6. For each area of Cin7 Omni, define permissions for users with this role:

    • No Access: Users can’t view or edit in this area.

    • Standard: Users can view and edit in this area, except they can’t view cost of goods sold (COGS) or edit locked transactions.

    • Manager: Users can view and edit in this area, except they can’t edit locked transactions.

  7. Click Save.

Now you can assign this role to users when creating or editing users.

Edit a role

Edit roles to change their permissions and those of the users they’re assigned to:

  1. From the user menu in the navigation, open Users.

  2. Click Manage Roles.

  3. For the role to edit, click Change.

  4. For each area of Cin7 Omni, define permissions for users with this role:

    • No Access: Users can’t view or edit in this area.

    • Standard: Users can view and edit in this area, except they can’t view cost of goods sold (COGS) or edit locked transactions.

    • Manager: Users can view and edit in this area, except it can’t edit locked transactions.

  5. Click Save.

Delete a role

Delete the roles you no longer need to keep Cin7 Omni organized. You can’t delete roles that are still assigned to users.

  1. From the user menu, open Users.

  2. Click Manage Roles.

  3. Check the role to delete isn’t assigned to any users. If it is, assign a new role to that user first.


  4. Delete the role.

  5. Click OK to confirm.

Was this article helpful?

Have more questions? Submit a request