Roles and Users Creation

After the hub has been set in your Omniful workspace. It’s important to create the roles and users in the dashboard as needed. Think of the role to be created as the “job title” that you want to assign to different number of users to, while each role has a specific scope in terms of permissions granted to perform in the system.

Video on how to create roles and users in Omniful (EN)

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Role creation

1. Click on Settings then "role settings"

The following 3 default roles (Admin, Picker and Packer) are fixed within Omniful system currently which are not editable.

2. Click on New Role and select the role's permissions 

You will be able to define the desired role name -it could be job title itself!- and then assign permissions to that role. User can simply enter the name of the role, and click on the category of the permission to add it to the new role. Once desired permissions scope is selected, user can click on "Create Role"

Note: created roles are editable. By clicking on the 3-dots, and then edit, user can add or remove permissions as well as changing the role name. 

User can also, search by typing the role name.

User creation

1. Click on "User Settings" from the left-hand menu

you will be able to create and assign a user to the desired role name.

2. Click on New User

3. Fill out mandatory fields and then click on "Create User"

Note: a user can have multiple roles selected , for each user one or multiple hubs access can be granted, same for sellers' access where applicable. (except for Picker & Packer users that should be assigned to one single hub at a time and currently restricted to access all sellers) 

Note: created users are editable. By clicking on the 3-dots, and then edit, you can add or remove roles as well as making the account as active/inactive, or delete the account. 

Under users screen you can also, search by the user name, e-mail or contact number and apply filters by hub to show relevant users.