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Role field descriptions

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Role

The name of the role. Can contain up to 50 characters. See more information about naming roles.

Business Affiliate Type

A business affiliate is another company or partner with whom you do business. These include customers, vendors/suppliers, owners, carriers, and brokers. You can keep track of your business affiliates in SmartTurn so that you can save time by pre-populating basic information into routine documents. You can also choose to provide access to SmartTurn for a few, most, or all of your business affiliates, depending on your operation.

  • Employee: Employee is the business affiliate type for roles that are for employees of your company.
  • Customer: Customer is the business affiliate type for roles for companies or partners to whom you sell and ship goods.
  • Vendor: Vendor is the business affiliate type for roles that are for a vendor or supplier who provides goods to your company, thus fulfilling purchase orders.
  • Carrier: Carrier is the business affiliate type for roles that are for transportation logistics service providers you work with.
  • Owner: Owner is the business affiliate type for roles that are for owners of inventory that your company stores. If your company is a 3PL (Third-party Logistics operator), you may have "Owner" roles so that inventory owners can have access to see their inventory. If your company is not a 3PL, you probably won't be using roles that have "Owner" as their business affiliate type.
  • Broker: Broker is the business affiliate type for roles that are assigned to third-party agents or intermediaries who conduct transactions and/or services on your behalf or on behalf of other business affiliates in your network.

 

Description

Your description of the role in general terms. Can contain up to 200 characters. This is a required field.

Tabs

These tabs contain discreet permissions governing views and tasks within each functional section of SmartTurn. You can assign full area permissions to a role by checking all of the individual boxes, or fine tune the set of permissions to limit access. SmartTurn reveals necessary parts of the left-hand navigation to users with assigned roles depending on which permissions you select for the roles.

The permissions that are available to assign to a role are determined by the license bundles(s) to which your company subscribes. Ask your SmartTurn representative about subscribing to additional license bundles if you need to assign additional permissions to your roles.

Purchase Orders permissions

Purchase Order tab permissions govern how much purchase order detail a user with this role can see, whether someone with this role can create and manage existing purchase orders, and if the role allows for export privileges.

Receiving permissions

Receiving tab permissions govern how much receipt detail a user with this role can see, whether someone with this role can view lists of receipts, receive purchase orders, create blind receipts, if the role allows for a number of export privileges. The Receiving tab also contains permissions for accessing SmartTurn's mobile modules for receiving.

Inventory permissions

Inventory tab permissions govern whether a user with this role can view various inventory reports, the extent of inventory management and license number management the role allows, as well as import and inventory export privileges. The Inventory tab also contains permissions for accessing SmartTurn's mobile modules for managing inventory.

Kitting permissions

Kitting tab permissions govern whether a user with this role can view or create kit specifications, kit orders, kits, or kitting policies; the extent of kitting management the role allows; as well as a number of export privileges.

Billing permissions

Billing tab permissions govern whether a user with this role can view or create charge types and billing lines; the extent of editing of billing information; as well as the creation, execution, and export of billing line managers. The Billing tab also contains permissions for creating and exporting storage documents.

Sales Orders permissions

Sales Order tab permissions govern how much sales order detail a user with this role can see, whether someone with this role can create and manage existing sales orders, and if the role allows for export privileges.

Fulfillment permissions

Fulfillment tab permissions govern how much shipment detail a user with this role can see; whether someone with this role can view lists of shipments, ship sales orders, create express shipments; and if the role allows for a number of export privileges. The Fulfillment tab also contains permissions for accessing SmartTurn's mobile modules for shipping and for accessing SmartTurn's parcel post functionality (which optionally requires integration with a third party parcel system).

Administration permissions

Administration tab permissions govern access to various configurations (Warehouses and Locations), core data (Business Affiliates, Item Masters, Item Master Groups, Custom Fields, Inventory Managers), and users (Profiles, Company and Account information, Users, and Roles).

Dashboard permissions

Dashboard tab permissions govern whether a user with this role has access to various categories of dashboard gadgets (metrics). Dashboard gadgets (metrics) are available to customize onto the SmartTurn home page.

See Also

Managing roles

Viewing roles

Adding a role

Editing a role

Copying a role

Activating/Deactivating a role

Default roles

Role strategies

Maintaining roles

Steps to set up role-based security

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