Roles

Use this page to manage roles and assign activities to them.

Sage delivers a set of customizable predefined roles to help administrators manage roles for their needs.

  • Administrator

  • Administrator - Technical

  • IT manager

  • Sales manager

  • Sales administrator

  • Purchasing manager

  • Buyer

  • Inventory manager

  • Inventory operator

  • Design/Production engineer

  • Production manager

  • Production operator

  • Support access

  • Support access read-only

User type Administrator
Permissions Admin (full rights), Manager (Read only), Employee (Read only)

Create a role

  1. Select Add a role.
  2. Enter the role's identification and name.
  3. Select the packages linked to this role.
  4. Select Continue.
  5. A panel with the activities related to the selected packages displays.
  6. Turn the toggle on to assign an activity to a role.
  7. Select the CRUD (Create, Read, Update, Delete) rights for each activity that you enable for this role.
  8. Save your changes.

Edit a role

  1. Select an existing role from the list. You can either select:
    • The link in the Name field
    • More actions > Edit on the role's line
  2. Edit the elements you need to update. You can modify packages, activities, and CRUD rights.
  3. Save your changes.

Clone a role

  1. On the role's line, select More actions > Clone role.
  2. Edit the elements you need to update. You can modify packages, activities, and CRUD rights.
  3. Save your changes.

View the authorization groups

On the role's line, select More actions > View groups to display the authorization groups linked to this role.

Delete a role

  1. On the role's line, select More actions > Delete.
  2. A message displays. Select Yes to confirm your deletion.