How to Invite Users and Create Roles in Settings

SeeBiz Inventory lets you invite your team into the system and assign them different roles. This will help you improve your synergy and produce better results. 

How to Access

1. To access user roles & access settings, open the Feature Navigation Sidebar from the dashboard.
2. Here, scroll down and click on “Settings” to access different settings options.
3. Click on “User & Access” to define user roles and give them different access.

Users

In this section, you’ll be able to view the users associated with your organization and manage their various roles.

1. Here, you can view all the users and their email, role, and status in your organization.  
2. Click on the vertical ellipsis icon against a user to perform the following actions.
3. Edit the user’s details.
4. Delete the user from the system.
5. Mark a previously inactive user as active.
6. Mark a user as inactive.

Invited Users

To add members to your organization, you’ll first have to invite users to your organization. The “Invited Users” section displays all the invited members and their email and role. 

Click on the vertical ellipsis icon against each user to perform the following actions: 

1. Resend the invitation
2. Cancel the invitation

Create and Send Invites

1. Click on the “+” button next to the invited users’ tab.
2. Enter the name of the user you want to invite. 
3. Type the email of the user.
4. Select the role of the user.

Note: Role has to be created before you can invite a user with it.

1. When done, click on the “Invite” button.
2. Click on the “Cancel” button to discard the invite.

The invited user will receive the above email. Upon accepting the invitation, that user will be added to your organization in SeeBiz Inventory.

User Roles

Roles define what your organization’s users can and can’t do. By creating roles, you can regulate everyone’s activities. Here’s how to do it.

View/Manage Roles

Click on “User Roles”.  

Here, you can view all the roles and their name, type, and creation date. 

Click on the vertical ellipsis icon against each user to perform the following actions: 

1. Edit the user’s role
2. Delete the role from your organization

Creating and Managing Role Access

Let’s explore how you can create a new role and grant specific access to it. 

First, click on the “+” icon next to “User Roles”. 

1. Enter the name of the role you want to create.
2. Check the “Sales Person” box if you want to create a role made specifically for a salesperson.
3. On the left side, you’ll see different modules and sub-modules of SeeBiz Inventory. There are 4 types of access against each one.
4. View: Role will allow the user to only view the data in that module.
5. Create: Role will allow the user to add/create new data in that module.
6. Edit: Role will allow the user to modify pre-existing data in that module. 
7. Delete: Role will allow the user to remove the data from that module.

You can choose what type of access you want to give this role by checking the various boxes.  

1. Click on the “Save” button to finish

Insight: A role with a Delete access will also be able to Edit, Create, and View. Similarly, a role with an Edit access will also be able to Create and View. Likewise, someone with a Create access will also be able to View.