How to Manage your User Roles | PPS v4.0.28

How to Manage your User Roles | PPS v4.0.28

Only an administrator can manage the user roles and set up new users in your system.
When a new user is created a user role is selected that meet the type of roles that they do for the company. This is from a drop down list of current user roles. To access the Manage User roles area on your system go to the red gear, select the manage this account (only visible is you are an Administrator) and select "manage roles"


As a default, the system will have a number of built-in user roles. These have the eyeball icon next to them and cannot be deleted or edited.  
Although a device role is shown, there is currently no device support for PPS.

If you select the new role option, you can create a new set of preferences for a specific user type. You can make as many roles as you require. Once you have made some of your own customer user roles, they will appear here with a pencil icon next to them and they can be edited. If the role has not been assigned to anyone then it can be deleted.

These privileges can be set for entire pages or for specific functions, the description will explain exactly what the privilege allows.  Privileges that are removed or not added will not show up in the systems of users with that role i.e. a shipper with only Order Processing privileges will not have access to tabs other than Orders and Build and Ship.

Ignore the device privileges as these do not apply to the PPS version

A custom Shipper role with only Order Processing privileges
The view of the user with the custom Shipper role, only Orders and Build and Ship tabs are visible




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