Custom roles and permissions
A grader, a picker, a driver, and an owner do not need the same screens. Create the roles you run and set add, edit, delete, and view rights on each.
How it works
How custom roles and permissions works
01
Open staff
Go to Staff under Administration. Team members, roles, and permissions are all managed from here.
02
Open role management
Click Manage Role to open the roles popup, where you can view, add, edit, or delete roles and adjust their permissions.
03
Create a role
Click Create Role, then set the role name, a unique role code, a description, and the page permissions for add, edit, delete, and view.
04
Assign it to staff
The new role appears in the role dropdown when you add or edit a staff member. Select it and they inherit exactly those rights.
More in Control & access
Run a multi-user operation safely
Common questions
Questions about this feature
Commonly a grader who can create and edit inventory but not publish, a picker limited to packing jobs, a driver limited to their job list, and an owner or manager with reporting and financial access.
Yes. Edit the role and every staff member holding it picks up the change. You do not have to update people one at a time when your process shifts.
Get started
Book a DemoReady to run every load through one system?
See the whole flow, from manifest import through grading, lot building, and buyer pickup, in a 30-minute walkthrough.
