TABLE OF CONTENTS

WarehouseOS distinguishes between Accounts that will log into WOS Manager and Users that will log into

WOS Operations. Accounts use Roles to assign permissions to WOS Manager.

Explanation of Roles

By default, all Accounts have read permissions to Orders, Items, and Locations. The default permissions can

be expanded in the following ways:

  • Admin - Full admin access to the site and all pages
  • Location - Read access is enhanced with the ability to edit locations
  • Item - Read access is enhanced with the ability to edit items
  • Order - Read access is enhanced with the ability to edit Orders and Order Details
  • Batch - Ability to read and create Batches
  • Printer - Ability to read and edit Printers, Print Stations and documents in the Print Queue
  • History Log - Ability to read the History Log, including the Order History on the Order Edit pages
  • Device - Ability to read and create Devices
  • Inventory - Ability to read inventory records
  • Tools - Ability to read and use the pages under the Tools menu
  • Reports - Ability to read the Report Links
  • PO - Read access is enhanced with the ability to edit Purchase Orders


Create a New Role

  1. Go to the settings menu in the top right of the screen and select Roles

  1. Click Create New
  2. Enter the Name of the Role
  3. Click Create
  4. Assign Permissions to a Role (below)


Assign Permissions to a Role

1. Go to the settings menu in the top right of the screen and select Roles


 


2. Click on the name of the Role to be edited   

3. Scroll past or collapse the Users section

4. Click on Add Permission

5. Select the permission

6. Click Save

7. Repeat steps 4-6 for each permission to be added to the account


Delete Permissions from a Role

  1. Go to the settings menu in the top right of the screen and select Roles

  1. Click on the name of the Role to be edited
  2. Scroll past or collapse the Users section
  3. Click on the Remove Permission button on the line


Assign or Remove an Account to a Role

  1. Go to the settings menu in the top right of the screen and select Roles

  1. Click on the name of the Role to be edited
  2. The Users section will display all users 
    1. Is Member of Role indicates if the user is already part of the role or not

 

3. Click Add to Role to add the User to the role

  1. Click Remove from Role to remove the User