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 going into A/R Aging Summary.
The below represents a baseline set of recommended groupings per employee type/department. The recommendations below are intended as a starting point for you. 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.
| Title | Description / Goals | Role Combinations |
|---|---|---|
| ERP/IT Manager | Responsible for all administration of data maintenance, configuration settings, user role privileges, etc. | Admin |
| Owner / CEO / President / CFO / COO | Needs ability to see and/or use everything about the company in the ERP system | Admin |
| Manager/Supervisor | Needs ability to see and/or use everything in the company / ERP system except financial data. | Manager, Supervisor, Warehouse |
| Accounting Personnel | Needs ability to process A/P, A/R, generate financial statements, etc. | Accounting |
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 below. 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 which point you may assign a Manager or Supervisor role to open that up (and possible refine that user’s access via the admin Access Control module).
| Department | Description | Role Combinations |
|---|---|---|
| Sales | Anything involving quoting, order management, order entry, CRM | Sales |
| Purchasing | Anything involving planning, procurement, interfacing with a vendor, shopping / RFQ, issuing POs, etc. | Purchasing |
| Warehouse | Material handling, receiving, stocking, put away, picking, packing, shipping. | Warehouse |
| Production | Shop floor worker | Production |
| Quality | Quality assurance | Production, QA Admin, QA Inspector, Quality Engineer |
Other user roles besides the user roles listed above do exist in the user role table; however their application is extremely specific to situational requirements. We recommend simply ignoring those if and until their need presents itself.
PLEASE NOTE!
-
’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 selecting 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 LIVE system onto a test/backup system. -
Announcing to your company employees that the Cetec system logs all user activity and page screen loads/exports in an easily searchable
log (via Admin » Logs » Usage Log); this can help foster a culture of accountability.