Below is a list of all current and past user roles that exist in the Cetec ERP system.

Note, some of these roles are now obsolete and may not be helpful for your personnel.

For a list of suggested user role assignment structures, see this helpful guide for User Role Assignment Suggestions.

For a tutorial on how to use advanced Access Control to customize user role restrictions, see the guide for User Access Control & Customized Roles.

Accounting

The Accounting role gives you the following special privileges:

• Can View Inventory Reports
• Can Edit Invoice Date
• Can Edit Receipt Date
• Can Create Customer Credit Codes

Sees…

• Parts
  • View/Lists
  • Part Spec Group
• Purchasing
  • Receipts
  • Vendors
• Admin
  • Doc Uploads
  • Processes
  • Document List
• Accounting
  • Chart/Ledger
  • A/R
  • A/P
  • Financial Reports

Accounting Admin

The Accounting Admin role gives you the following special privileges:

• Can Edit GL Lock Date
• Can Manage Customer Credit Hold
• Can Reconcile
• Can Approve Vouchers
• Can Reopen Vouchers

Sees…

• Parts
  • View/Lists
  • Part Spec Group
• Purchasing
  • Receipts
  • Vendors
• Admin
  • Doc Uploads
  • Processes
  • Document List
• Accounting
  • Audit Tools

Admin

The Admin role lets you view the following menus/reports:

• Every Role and Screen + Can Edit Homepage (Bulletin Board)

The Admin role is the master super user role; Admin can do anything and everything within the Cetec ERP system.

AllInvoices

The AllInvoices role lets you view the following menus/reports:

Sees…

• All Invoices
• Parts
  • View/Lists
  • Part Spec Group
• Purchasing
  • Receipts
  • Vendors
• Admin
  • Doc Uploads
  • Processes
  • Document List

AllPQuotes

The AllPQuotes role lets you view the following menus/reports:

Sees…

• All PQuotes
• All POs
• Parts
  • View/Lists
  • Part Spec Group
• Purchasing
  • Receipts
  • Vendors
• Admin
  • Doc Uploads
  • Processes
  • Document List

AllQuotes

The AllQuotes role lets you view the following menus/reports:

Sees…

• All Quotes
• All Orders
• Parts
  • View/Lists
  • Part Spec Group
• Purchasing
  • Receipts
  • Vendors
• Admin
  • Doc Uploads
  • Processes
  • Document List

Can Edit BOM

The Can Edit BOM role gives you the following special privileges:

Can Edit BOM

Sees…

• Parts
  • View/Lists
  • Part Spec Group
• Purchasing
  • Receipts
  • Vendors
• Admin
  • Doc Uploads
  • Processes
  • Document List

CAR

The CAR role lets you view the following menus/reports:

Sees…

• Parts
  • View/Lists
  • Part Spec Group
• Purchasing
  • Receipts
  • Vendors
• Admin
  • Doc Uploads
  • Processes
  • Document List

Cetec

The Cetec role gives you the following special privileges:

Can Update Documents

Sees…

• Parts
  • View/Lists
  • Part Spec Group
• Purchasing
  • Receipts
  • Vendors
• Admin
  • Doc Uploads
  • Processes
  • Document List

Credit Memo

The Credit Memo role gives you the following special privileges:

Can view credit memo.

Credit Memo Admin

The Credit Memo Admin role gives you the following special privileges:

Can view and create credit memos.

Doc Control

The Doc Control role gives you the following special privileges:

• Can Edit Revisions
• Can Delete Documents

Sees…

• Parts
  • View/Lists
  • Part Spec Group
• Purchasing
  • Receipts
  • Vendors
• Admin
  • Doc Uploads
  • Processes
  • Document List

ECO

The ECO role gives you the following special privileges:

• Can Change ECO State

Sees…

• Parts
  • View/Lists
  • Part Spec Group
• Purchasing
  • Receipts
  • Vendors
• Admin
  • Doc Uploads
  • Processes
  • Document List

ECO Admin

The ECO Admin role gives you the following special privileges:

• Can Change ECO State
• Can Close ECO

Sees…

• Parts
  • View/Lists
  • Part Spec Group
• Purchasing
  • Receipts
  • Vendors
• Admin
  • Doc Uploads
  • Processes
  • Document List

Edit Inventory

The Edit Inventory role lets you view the following menus/reports:

Sees…

• Parts
  • View/Lists
  • Part Spec Group
• Purchasing
  • Receipts
  • Vendors
• Admin
  • Doc Uploads
  • Processes
  • Document List

Engineer

The Engineer role gives you the following special privileges:

• Can Edit Part
• Can Edit Revisions
• Can Delete Documents
• Can Edit BOM

Sees…

• All Quotes
• All Orders
• Parts
  • View/Lists
  • Part Spec Group
• Purchasing
  • Receipts
  • Vendors
• Admin
  • Doc Uploads
  • Processes
  • Document List

Labeling

The Engineer role gives you the following special privileges:

• Can Edit Print Records

Manager

The Manager role gives you the following special privileges:

• Can Edit Part
• Can Edit Cut Sheet
• Can View Inventory Reports
• Can Delete Order Comments
• Can Edit Login Time
• Can Edit PRC
• Can Edit Workflow Priority
• Can Edit Tools
• Can Edit Print Records
• Can Delete Documents
• Can Export Customer List
• Can Pick
• Can Part Request
• Can Manage Work Time
• Can See Labor Rate
• Can have multiple work times
• Can Split Orders
• Can Create Customer Credit Codes

Sees…

• All Invoices
• All PQuotes
• All POs
• Sales
  • Leads
  • Opportunities
  • Forecasts
  • Reports
• Parts
  • View/Lists
  • Part Spec Group
  • Reports
  • Purchasing
  • Receipts
  • Vendors
• Admin
  • Doc Uploads
  • Processes
  • Document List
• Production
  • Mgmt
  • Scheduling

NCR

The NCR role lets you view the following menus/reports:

Sees…

• Parts
  • View/Lists
  • Part Spec Group
• Purchasing
  • Receipts
  • Vendors
• Admin
  • Doc Uploads
  • Processes
  • Document List

Multiple Work Times OK

The Multiple Work Times OK role gives you the following special privileges:

• Can have multiple work times

Order Split

The Order Split role gives you the following special privileges:

• Can Split Orders

Order WIP Modify

The Order WIP Modify role gives you the following special privileges:

• Can Edit Order Work Start Date

OTD Only

The OTD Only role gives you the following special privileges:

• Can Update Documents

Part Merge

The Part Merge role gives you the following special privileges:

• Can Merge Prcpart

Part Request

The Part Request role gives you the following special privileges:

• Can Manage Part Requests

Sees…

• Parts
  • View/Lists
  • Part Spec Group
• Purchasing
  • Receipts
  • Vendors
• Admin
  • Doc Uploads
  • Processes
  • Document List

PQuote Approval

The PQuote Approval role lets you view the following menus/reports:

Sees…

• Parts
  • View/Lists
  • Part Spec Group
• Purchasing
  • Receipts
  • Vendors
• Admin
  • Doc Uploads
  • Processes
  • Document List

Process Owner

The Process Owner role lets you view the following menus/reports:

Sees…

• Parts
  • View/Lists
  • Part Spec Group
• Purchasing
  • Receipts
  • Vendors
• Admin
  • Doc Uploads
  • Processes
  • Document List

Production

The Production role lets you view the following menus/reports:

Sees…

• Parts
  • View/Lists
  • Part Spec Group
• Purchasing
  • Receipts
  • Vendors
• Admin
  • Doc Uploads
  • Processes
  • Document List
• Production
  • Orders
  • Quality
  • Part
  • KitAudit
  • Customer
  • Tools

Production Only

The Production Only role is designed for a shop floor operator / assembler that performs only repetitive work.

Sees…

• Work Orders

The Production Only role gives you the following special privileges:

• Track time on work orders
• View work instructions / drawings
• Can Issue Part Requests

The Production Only role is restricted from all other areas of the system.

Purchasing

The Purchasing role gives you the following special privileges:

• Can Edit Part

Sees…

• Parts
  • View/Lists
  • Part Spec Group
• Purchasing
  • PQuotes
  • Purchasing Orders
  • Receipts
  • Vendors
  • MRP
• Admin
  • Doc Uploads
  • Processes
  • Document List

QA Admin

The QA Admin role lets you view the following menus/reports:

Sees…

• Parts
  • View/Lists
  • Part Spec Group
• Purchasing
  • Receipts
  • Vendors
• Admin
  • Doc Uploads
  • Processes
  • Document List

QA Inspector

The QA Inspector role lets you view the following menus/reports:

Sees…

• Parts
  • View/Lists
  • Part Spec Group
• Purchasing
  • Receipts
  • Vendors
• Admin
  • Doc Uploads
  • Processes
  • Document List

Quality Engineer

The Quality Engineer role gives you the following special privileges:

• Can Delete Documents

Sees…

• Parts
  • View/Lists
  • Part Spec Group
• Purchasing
  • Receipts
  • Vendors
• Admin
  • Doc Uploads
  • Processes
  • Document List

Sales

The Sales role gives you the following special privileges:

• Can Edit Part

Sees…

• Sales
  • Quotes
  • Orders
  • Invoices
  • Customers
  • Leads
  • Opportunities
  • Forecasts
  • Reports
• Parts
  • View/Lists
  • Part Spec Group
• Purchasing
  • Receipts
  • Vendors
• Admin
  • Doc Uploads
  • Processes
  • Document List

Supervisor

The Supervisor role gives you the following special privileges:

• Can Edit Part
• Can Edit Part Bin Info
• Can Edit Cut Sheet
• Can Delete Documents
• Can Export Customer List
• Can Part Request
• Can have multiple work times
• Can Clear Work Instructions
• Can Change Order Location Group

Sees…

• Parts
  • View/Lists
  • Part Spec Group
• Purchasing
  • Receipts
  • Vendors
• Admin
  • Doc Uploads
  • Processes
  • Document List
• Production
  • Mgmt
  • Scheduling

Tools

The Tools role gives you the following special privileges:

• Can Edit Tools

Sees…

• Parts
  • View/Lists
  • Part Spec Group
• Purchasing
  • Receipts
  • Vendors
• Admin
  • Doc Uploads
  • Processes
  • Document List

User

The User role gives you the following special privileges:

• Can Update Documents

Sees…

• Parts
  • View/Lists
  • Part Spec Group
• Purchasing
  • Receipts
  • Vendors
• Admin
  • Doc Uploads
  • Processes
  • Document List

Voucher Approval

The Voucher Approval role gives you the following special privileges:

• Can Approve Vouchers

Sees…

• Parts
  • View/Lists
  • Part Spec Group
• Purchasing
  • Receipts
  • Vendors
• Admin
  • Doc Uploads
  • Processes
  • Document List

Warehouse

The Warehouse role gives you the following special privileges:

• Can Receive Parts
• Can Put Away Parts
• Can Pick Parts
• Can Be Assigned Orders To Pick Queue

Sees…

• Parts
  • View/Lists
  • Part Spec Group
• Purchasing
  • Receipts
  • Vendors
• Admin
  • Doc Uploads
  • Processes
  • Document List
• Warehouse
  • Receiving
  • Picking & Kitting
  • Inventory
  • Barcodes

WorkInstructions

The WorkInstructions role gives you the following special privileges:

• Can Edit Work Instructions
• Can Clear Work Instructions

Sees…

• Parts
  • View/Lists
  • Part Spec Group
• Purchasing
  • Receipts
  • Vendors
• Admin
  • Doc Uploads
  • Processes
  • Document List

WorkInstructionsUnlockedOnly

The WorkInstructionsUnlockedOnly role gives you the following special privileges:

• Can Edit Unlocked Work Instructions

Sees…

• Parts
  • View/Lists
  • Part Spec Group
• Purchasing
  • Receipts
  • Vendors
• Admin
  • Doc Uploads
  • Processes
  • Document List