Users, roles, and permissions
The user management feature enables multi-client user administration within the fulfillmenttools platform. Each user is associated with one role that defines the user's permissions. The user list displays all users in alphabetical order by surname, including their first name, surname, username, assigned role, and assigned facilities. Based on the assigned permissions, users can create, edit, and delete other users.
For more detailed information, see the User Management article.
Users
The User section of Backoffice allows you see all users assigned to the tenant, and the roles and permissions they have.
If you're an Administrator user for your tenant, facility, or facility group, you can edit the users accordingly.
Create a new user
To add a new user to your tenant or facility, follow the steps below:
Select Add user
Enter the required information
This is the first name, last name, and password for the user. You can also add a username, and select the language that Backoffice will show.
Assign a role
Click Add role and select the required role. You can select an existing role, or create a custom role.
Assign a facility or facility group (optional)
If access must be restricted to specific locations, it's possible to add facilities and/or facility groups to the limitation. Select Add facility or Add facility group, select the required entry, confirm with Save.
Save the settings
Select Save to create the user.
Edit an existing user
You can edit an existing user at any time. To do this, select a user from the User list. Then, edit the information as needed. Click Save for the changes to take effect.
Delete an existing user
If you're an Administrator, you can also delete users.
In the Users table, find the user you'd like to delete and hover on their row. Click the more icon (three vertical dots), then select Delete user. You'll need to confirm the deletion.
Roles and permissions
fulfillmenttools comes with predefined standard roles, but it's possible to create your own roles based on several permissions within Backoffice.
Standard roles
There are three pre-configured roles that are available from the start:
Administrator Full, unrestricted access to all platform functionalities.
Supervisor Must be assigned to one or more facilities. Access and permissions are limited to these facilities. Can perform operational tasks and some administrative tasks.
Fulfiller Must be assigned to one or more facilities. Access and permissions are limited to these facilities. Can perform operational tasks.
All basic roles are supported in the fulfillmenttools mobile apps. However, certain views, features, and functionalities in Backoffice are accessible only with the appropriate permissions.
Custom roles
Custom roles enable the definition of role configurations for specific use cases. You can either create a role based on a predefined template or define permissions manually.
Create a role with role templates
Role templates provide predefined configurations that cover common Backoffice workflows. They serve as a starting point and can be adjusted after the creation process.
To create a role with a template, go to the Roles & Permissions section and follow the steps below.
Click Create new role
Then select the Use Template option to start the template-based creation process.
Select a role template
There are five templates to choose from. Select one that closely matches your use case, then click Next.
Update template information
Use a unique name for the role, and update the optional description. Use the checkboxes to activate read-only permissions or activate access to the analytics section.
Select facility limitations
The role can be limited to specific facilities or facility groups. This restricts visibility and access to information associated with those facilities. If no limitations are required, the All facilities option remains selected.
Check the summary information
Review the summary, which displays all selected and entered configuration details. Then click Save to create the role.
To make further adjustments to the role, see the Edit a custom role section. Or you can assign users to the role.
Create a role with the customizer
Roles can also be created by manually selecting permissions.
To create a role from scratch, go to the Roles & Permissions section and follow the steps below.
Click Create new role
Then select the Use customizer option to start the creation process.
Input a name
Enter a unique name for the role. This is how the role is identified in the system.
Select the relevant permissions
All available permissions are displayed and grouped by their domain within the platform. Each permission can be assigned as required for the specific use case. Permissions typically include READ and WRITE levels. A short description is provided for each permission to clarify its purpose.
Select the relevant limitations
Limitations can be applied to restrict the role to specific roles, facilities, or facility groups.
Save the role
Click the Save button to create the role.
You can edit the role and the permissions assigned to it at any time. Or you can assign users to the role.
Edit a custom role
You can edit a custom role at any time. If a user is online when the their permissions are changed, it might take up to five minutes for the new permissions to take effect.
To edit a custom role, go to the Roles & Permissions section and follow the steps below.
Select the role
Click on the role within the table to edit.
Make the adjustments
All available permissions are displayed and grouped by their domain within the platform. Each permission can be assigned as required for the specific use case. Permissions typically include READ and WRITE levels. A short description is provided for each permission to clarify its purpose.
Save the changes
Click Save.
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