Quick Summary: The app supports two user types: Client Administrators with full system control, and Restricted Users with limited access based on location visibility. Restricted access affects reporting, policy editing, forecasting, and ordering functions.

User Roles

Client Administrator

Has full access across all locations, settings, user administration, and system functions.

Restricted User

A Restricted User can work only in the locations assigned to them, and their capability depends on whether access is full, read-only, or no access. This role prevents users from modifying or viewing data they should not have access to.

Feature Behavior Based on Location Access

Location access assigned	Visibility result	Example
Access to every location	Full access to the Supplier Performance Feature, Stock Projection Feature, Report Builder, and Advanced Reports.
Missing access to even one location	The above features are removed unless default location access = Read only or Full.
No access to a location	The user cannot see any data for that location.
No full access to any location	The user cannot access the Orders screen.

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Access Matrix by Role and Location Permission

Area	Sub Area or Action	Restricted Full Access	Restricted Read-Only Access	Restricted No Access
Locations	View location data	✅	✅	❌
Locations	Edit location	✅	❌	❌
User Profile	Edit own access level	❌	❌	❌
Settings	Configuration	❌	❌	❌
Settings	Containers	✅	❌	❌
Settings	Classification configuration	❌	❌	❌
Settings	Policy defaults	❌	❌	❌
Settings	Policy overrides	❌	❌	❌
Settings	Reference Measures	✅	❌	❌
Settings	Region setup	❌	❌	❌
Settings	Customers	❌	❌	❌
System	User Admin	❌	❌	❌
System	User Logs	❌	❌	❌
System	Data quality report	❌	❌	❌
System	Data refresh	❌	❌	❌
Suppliers	Edit suppliers	❌	❌	❌
Orders	Access Orders screen	✅	❌	❌
Orders	Create orders	✅	❌	❌
Orders	Edit or action orders	✅	❌	❌
Orders Saved	Everyone’s Orders tab	❌	❌	❌
Orders Saved	Download or archive orders	✅	❌	❌
Dashboard	Mute items	✅	❌	❌
Forecasts	Adjust item forecast	✅	❌	❌
Forecasts	Adjust total forecast	✅	❌	❌
Inquiry	Edit stocking indicator	✅	❌	❌
Inquiry	Amend forecast	✅	❌	❌
Comments	Add comments	✅	✅	❌
Comments	Delete own comments	✅	✅	❌

How To Add a New User

➜ Read: How To: Add a New User

How To Edit an Existing User

➜ Read: How To: Edit an Existing User

How To Delete an Existing User

➜ Read: How To: Delete an Existing User

How To Reset Another User’s Password

➜ Read: How To: Reset Another User’s Password

How To Change Your Own Password

➜ Read: How To: Change Your Own Password

How To Manage Email Notifications

➜ Read: How To: Manage Email Notifications

⚠️ Watchouts

Incorrect permissions: Incorrect or outdated permissions may expose sensitive data or prevent the execution of required tasks.

Changing access impacts immediately: Removing or altering location rights updates visibility at once.

No automatic inheritance: Restricted Users do not automatically gain access to new locations.

Most visibility issues: These are usually caused by missing location access rather than a system fault.

💡 Tips

Reconfirm permissions after team changes: Role shifts or department changes often require access updates.

Limit admin access: Keep full-administrator rights only with users who actively manage configuration.

Use restriction intentionally: Restricted access is useful to separate responsibility or protect sensitive areas.

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Restricted User Roles & Access Explained