User Roles & Restrictions
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.User 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