Roles
The Roles section allows you to create and manage sets of permissions that can later be assigned to platform users.
Each role determines which modules and resources a user can access and which actions are enabled within each one.
Figure 1. Roles list
Roles List
The list allows you to view the roles registered on the platform.
Identifies the registered role.
Displays information associated with the permissions configured for the role.
Indicates the date of the role's last update.
Available Actions
Allows you to locate roles within the list.
Allows you to create a new role and configure its permissions.
Create Role
The Create Role option allows you to define a new set of permissions for the modules and resources available on the platform.
Figure 2. Create a role
General Information
Allows you to define the name used to identify the role.
Allows you to enable all available permissions for the role at once.
The Name field is required.
Permissions
Permissions are organized by module.
From the tabs at the top, you can access the configuration for:
- Argentina
- Automations
- Maintenance
- CRM
- Employees
- Invoices
- Dashboard
- Operations
- Project
- Purchases
- Sales
- Helpdesk
Each module displays the resources and functionalities for which permissions can be assigned.
Permission Types
Depending on the resource, different actions are available.
Allows you to view the records corresponding to the resource.
Allows you to create new records and modify existing ones.
Allows you to delete records from the resource.
Allows you to select all available permissions within the resource at once.
Some functionalities provide a single specific permission instead of the View, Create / Edit, and Delete options.
Argentina
The Argentina tab contains permissions for functionalities related to the Argentina localization.
Figure 3. Argentina module permissions
The available groups include:
AFIP Receipts
Allows you to configure permissions for resources related to receipts and points of sale.
Tariffs
Includes permissions related to:
- Tariff Positions
- Merchandise Coding
María System
Includes permissions related to:
- María System Country Codes
- María System Province Codes
- María System Taxes
Automations
The Automations tab allows you to configure permissions related to automation functionalities.
Figure 4. Automations permissions
This section includes permissions corresponding to Workflow.
Maintenance
The Maintenance tab allows you to define permissions for the platform's administrative and configuration functionalities.
Figure 5. Maintenance module permissions
Permissions are organized into different groups.
Settings
Includes access related to configurations such as:
- Email Log
- Access
- Manage Email
- Environment
- Configurations
Locations
Includes permissions for resources such as:
- Places
- Branches
- Countries
- Provinces
Other
Includes various catalogs and general configurations, such as:
- Contact Groups
- Document Types
- Legal Forms
- Customer Sizes
- Customer Groups
- Currency
- Charge Groups
- Charge Measurements
- Exchange Rates
Figure 6. Resources available in Maintenance
Technical
Includes permissions related to technical functionalities, such as Email Templates.
Partners
Allows you to configure permissions for different types of business contacts, including:
- All Contacts
- Customers
- Suppliers
- Agents
- Carriers
- Shippers
- Consignees
- Brokers
- Airlines
- Shipping Lines
- Warehouses
System
Allows you to configure permissions related to the Companies available on the platform.
Security
Includes permissions for:
- Roles
- Users
- Teams
CRM
The CRM tab allows you to configure permissions corresponding to the module's commercial functionalities.
Figure 7. CRM module permissions
Sales
Includes permissions related to:
- Leads
- Opportunities
- Quotations
- Customers
Configurations
Includes permissions for resources such as:
- Stages
- Tags
- Loss Reasons
- Sales Teams
- Team Members
Settings
Allows you to configure access to specific configuration functionalities, such as Manage Leads.
Actions
Creates the role with the selected permissions.
Saves the current record and starts the creation of a new one.
Closes the form without creating the role.
Once created, the role becomes available in the Roles list for viewing and management.
Employees
The Employees tab allows you to configure permissions for employee management, departments, and related configurations.
Figure 8. Employees module permissions
Employees
Allows you to configure permissions for Employee records.
Departments
Allows you to configure permissions for the Departments used to organize employees.
Reports
Includes permissions related to Skills.
Figure 9. Employees module configurations
Configurations
Includes permissions for resources such as:
- Activity Plans
- Working Hours
- Departure Reasons
- Tags
- Work Locations
- Skill Types
- Employment Types
Invoices
The Invoices tab allows you to define permissions related to customer and supplier invoicing management, as well as their associated configurations.
Figure 10. Invoice permissions for customers
Customers
Includes permissions related to:
- Invoices
- Credit Notes
- Payments
- Products
- Customers
Figure 11. Invoice permissions for suppliers
Suppliers
Includes permissions related to:
- Supplier Invoices
- Refunds
- Payments
- Products
- Suppliers
Figure 12. Invoice configurations
Configurations
Includes permissions for resources such as:
- Bank Accounts
- Incoterms
- Payment Terms
- Currencies
- Categories
- Attributes
- Tax Groups
- Taxes
Settings
Includes the permission corresponding to Manage Products.
Figure 13. Invoice settings
Dashboard
The Dashboard tab allows you to configure permissions for managing instances, accounts, billing, and general Dashboard resources.
Figure 14. Dashboard permissions
Instances
Includes permissions related to:
- Instances
- Tenants
- Domains
Accounts
Includes permissions related to:
- Accounts
- Panel Users
Figure 15. Billing and Catalog permissions
Billing
Includes permissions related to:
- Payments
- Subscriptions
Catalog
Includes permissions related to:
- Plans
- Modules
Figure 16. System permissions
System
Includes permissions related to:
- Schedules
- Schedule Runs
- Integration Types
Operations
The Operations tab allows you to configure permissions related to operational management, stock, and the configurations used by the module.
Figure 17. Operations module permissions
Operations
Includes permissions related to:
- Shipments
- Inbounds
- Operations
- Stock
Figure 18. Operations module configurations
Configurations
Includes permissions for resources such as:
- Commodities
- Customs Offices
- Vessels
- Container Types
- Package Types
- Tariffs
- Shipment Charge Types
- Operation Groups
- Operation Types
- Shipments
- Receptions
Figure 19. Operations module settings
Settings
Includes specific permissions for:
- Manage Shipments
- Manage Tariffs
Project
The Project tab allows you to configure permissions related to project management, tasks, timesheets, and their associated configurations.
Figure 20. Project module permissions
Projects
Allows you to configure permissions for Project records.
Tasks
Allows you to configure permissions for Tasks associated with projects.
Timesheets
Allows you to configure permissions for the Timesheets used to record time.
Figure 21. Project module configurations and settings
Configurations
Includes permissions related to:
- Tags
- Activity Plans
Settings
Includes specific permissions for:
- Manage Tasks
- Manage Time
Purchases
The Purchases tab allows you to configure permissions related to orders, products, and the configurations used in the purchasing process.
Figure 22. Purchases module permissions
Orders
Includes permissions related to:
- Requests for Quotation
- Purchase Orders
- Suppliers
Products
Includes permissions related to:
- Products
- Packaging
Figure 23. Purchases module configurations and settings
Configurations
Includes permissions related to:
- Supplier Price Lists
- Categories
Settings
Includes specific permissions for:
- Manage Products
- Manage Orders
Sales
The Sales tab allows you to configure permissions related to quotations, orders, customers, products, and sales invoicing functionalities.
Figure 24. Sales module permissions
Orders
Includes permissions related to:
- Quotations
- Orders
- Customers
To Invoice
Includes permissions related to:
- Orders to Invoice
- Upsell Orders
Figure 25. Sales module products and configurations
Products
Allows you to configure permissions for the Products used in sales operations.
Configurations
Includes permissions related to:
- Activity Plans
- Activity Types
- Categories
- Attributes
- Tags
Figure 26. Sales module settings
Settings
Includes specific permissions for:
- Manage Products
- Manage Invoicing
- Manage Prices
- Manage Quotation and Order
Helpdesk
The Helpdesk tab allows you to configure permissions related to ticket management and its associated configurations.
Figure 27. Helpdesk module permissions
Tickets
Allows you to configure permissions for Ticket records.
Summary
Includes the permission corresponding to the Helpdesk Summary.
Figure 28. Helpdesk module configurations
Configurations
Includes permissions related to:
- Teams
- Team Members
- Ticket Tags
- Ticket Stages
- SLA Policies
- Working Hours