Managing User Privileges

Claret allows admins to set and manage user privileges for custom access levels. Create full access or configure specific roles and functions in ease with the Claret interface.

Privileges for users in Claret are managed within a user's profile. Only admin users can alter other user privileges.

Go to Settings > Application Maintenance > User Admin

Select the user who's privileges you wish to manage from the left hand pane, and then select the Privileges tab.

Within the Privileges tab, there is a General tab for general privilege-related settings, and then a tab for each module within Claret. You will see a tab for modules you do not currently have access to.

'General' settings

The 'General' tab allows you to do the following:

  1. Set a user as an 'Admin' user. When you select this checkbox, the user will have access to all functions. This will default all privileges to 'Full Access'. For example, if you set a user to Admin then their privileges will be updated to give full access to all functions in the Sell module.

2. You can set the currently selected user's permissions to be the same as another user's by using the 'Set Permissions Based On' feature. Simply choose the user who's permissions you wish to copy, and then select 'Save changes'. In the below, our currently selected user, Amy Bard, would be set to have the same privileges as Ali Fahoud.

Using this feature will overwrite any privileges that have already been set for this user.

'Sell' Settings

The Settings on the 'Sell' tab allow privileges to be managed for the features within the 'Sell' module. Within each feature, there are 3 possible privileges:

  1. Full Access - This gives the user full access to all functionality, allowing data to be added, edited and deleted.

  2. View Only - This allows the user to read and view data, but no changes are able to be made.

  3. No Access - The user will not even be able to see the feature in the menu.

Within Sales Collaboration, if a user has been set to 'Full Access', there is also the ability to manage the user's privileges down to the hierarchy level.

By default, users will have 'Access To All Hierarchies' and hence will be able to enter any data that has been set within Sales Collaboration as 'editable'.

When the switch is turned off however, you can manage whether a user is able to edit data right down to the lowest level item and customer group level.

First, select the Hierarchy you wish to change a user's access for. This will show the items/customer groups within that hierarchy. By default, all items/customer groups will be selected. This means the user can edit any data related to the selected item/customer group.

If an item is unselected though, this will mean the user CANNOT edit any data related to that item in Sales Collaboration.

So, if we remove all access to the 'Premium' item group, this means the user will not be able to edit any data for Item@CustomerGroups containing that item, even if the data is set to editable.




Removing a user's ability to edit data at a certain level also means that the user will also not be able to enter values ABOVE that level, because they cannot then be filtered down. For example above, you will note that the 'All' input boxes are also no longer available after the permission change to the 'Premium' hierarchy level.

Last updated