Creating and Managing Permissions

Permission Groups Example for a Bakery

🔐 Overview of User Permissions

In Tracktile, user permissions play a pivotal role in defining the level of access and actions users can perform within the system. Let's delve into the details of available permissions and the process of creating and managing permission groups.

👤 User Roles Hierarchy

Tracktile offers a customizable hierarchy of permissions, providing flexibility to tailor access levels according to organizational needs. The typical flow involves creating an Administrator role with full access, who can then establish and manage other permission groups.

🔍 Available Permissions

Recipes

• Use Preparation Recipes: Utilize preparation recipes for product creation.
• Use Production Recipes: Employ production recipes for product creation.
• Use Packaging Recipes: Apply packaging recipes for product packaging.
• Create Recipes: Formulate new recipe records.
• Read Recipes: Access and review recipe records.
• Update Recipes: Modify existing recipe records.
• Delete Recipes: Remove recipe records from the system.

Make Product

• Make Configuration: Enable ability to swap, modify quantities, include rework and waste
• Source Choosing: Ability to select/change recipe sources
• Manage Production Settings: Ability to edit production date, time, and recipe repeat number.

Floor

• Stage access: Access to every individual stage
• Deconstruct Item: Permission to deconstruct packaged products.
• Waste Item: Authority to mark items as waste in inventory.
• Update Item: Modify item records.
• View Inventory: Access and review inventory items.

Reports

• Access Inventory Reports: Retrieve and analyze inventory reports.

Groups

• Assign Permission Group to Users: Allocate permission groups to users.
• Create Permission Group: Establish new permission groups.
• Read Permission Groups: Access and review permission group records.
• Update Permission Group: Modify existing permission groups.
• Delete Permission Group: Remove permission groups from the system.
• Unassign Permission Group to Users: Revoke permission groups from users.

Customers

• Create Customer: Register new customer records.
• Read Customers: Access and review customer records.
• Update Customer: Modify existing customer records.
• Delete Customer: Remove customer records from the system.

Facility

• Create Facility Setting: Establish new facility settings.
• Read Facility Settings: Access and review facility setting records.
• Update Facility Setting: Modify existing facility settings.
• Delete Facility Setting: Remove facility settings from the system.

Orders

• Create Order: Register new order records.
• Read Orders: Access and review order records.
• Update Order: Modify existing order records.
• Delete Order: Remove order records from the system.

Shipments

• Create Shipments: Register new shipment records.
• Read Shipments: Access and review shipment records.
• Update Shipments: Modify existing shipment records.
• Delete Shipments: Remove shipment records from the system.

Shipper

• Create Shipper: Register new shipper records.
• Read Shippers: Access and review shipper records.
• Update Shipper: Modify existing shipper records.
• Delete Shipper: Remove shipper records from the system.

Suppliers

• Create Supplier: Register new supplier records.
• Read Suppliers: Access and review supplier records.
• Update Supplier: Modify existing supplier records.
• Delete Supplier: Remove supplier records from the system.

Users

• Create User: Register new user records.
• Read Users: Access and review user records.
• Update User: Modify existing user records.
• Delete User: Remove user records from the system.

Purchases

• Create Purchase Orders: Register new purchase orders.
• Read Purchase Orders: Access and review purchase order records.
• Update Purchase Orders: Modify existing purchase orders.
• Delete Purchase Orders: Remove purchase orders from the system.

Catalog

• Create Catalog Item: Add new items to the catalog.
• Read Catalog Items: Access and review catalog items.
• Update Catalog Items: Modify existing catalog items.
• Delete Catalog items: Remove items from the catalog.

🚀 Strategic Implementation: Best Practices

1. Administrator Role Establishment: Initiate the hierarchy with an Administrator role having comprehensive access.
2. Permission Group Customization: Tailor permission groups based on organizational roles and responsibilities.
3. Regular Review and Adjustment: Periodically review and adjust permission groups to align with evolving business needs.

🔒 Security Measures

Tracktile ensures secure user permissions by linking them to user accounts. When users log in, their permission group is identified, providing a seamless and secure experience.