When implementing Cetec ERP, you may want to set up specific roles and restrictions (i.e. user roles) and assign those roles (or groupings of roles) to your employees who will be using the system.

For instance, you may want to grant your sales personnel the ability to manage customer records and quotes, while preventing them from accessing areas like A/R Aging Summary.

The below represents a baseline set of recommended groupings per employee type/department. These recommendations are intended as a starting point. Additional privileges and/or restrictions are typically discovered ad hoc as a result of implementing and operating on a day to day basis with the system.

Responsible for all administration of data maintenance, configuration settings, user role privileges, etc.

Recommended Roles:

Admin

Needs ability to see and/or use everything about the company in the ERP system.

Recommended Roles:

Admin

Needs ability to see and/or use everything in the company / ERP system except financial data.

Recommended Roles:

Manager, Supervisor, Warehouse

Needs ability to process A/P, A/R, generate financial statements, etc.

Recommended Roles:

Accounting

Anything involving quoting, order management, order entry, CRM.

Recommended Roles:

Sales

Anything involving planning, procurement, interfacing with a vendor, shopping / RFQ, issuing POs, etc.

Recommended Roles:

Purchasing

Material handling, receiving, stocking, put away, picking, packing, shipping.

Recommended Roles:

Warehouse

Shop floor worker.

Recommended Roles:

Production

Quality assurance.

Recommended Roles:

Production, QA Admin, QA Inspector, Quality Engineer

The below represents user roles to assign that will greatly restrict the user’s ability to view/use the system outside of the department correspondent to the user role defined.

For these lower level users, you may assign only the roles above.

It’s possible that, during the course of going live with your ERP system, it may become clear that a lower level user actually needs more access than the departmental role allows for. At that point, you may assign a Manager or Supervisor role to open that up, and further refine that user’s access via the Access Control admin module.

‘Admin’ is the super user level role.

Selecting only Admin will give the user 100% full privileges.

‘ProductionOnly’ usurps all other roles and will restrict access in the system to only Production Orders (even if you have other roles, even Admin, selected on top).

Multiple roles may be selected and grouped together by selecting CTRL + SHIFT and choosing multiple roles.

Additional refinements and restrictions may be assigned to users via the Access Control admin module.

No “read only” role exists.

Read only access may be achieved via nightly backup of the LIVE system onto a test/backup system.

Other user roles besides the user roles listed above do exist in the user role table. Their application is extremely specific to situational requirements.

We recommend ignoring those unless and until their need presents itself.

Cetec ERP logs all user activity and page screen loads/exports in an easily searchable log (Admin → Logs → Usage Log).

Announcing this to employees can help foster a culture of accountability.