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Access and User Roles in Factory

Ensures your team members have the right level of access to keep things running smoothly and securely.

Updated over 2 weeks ago

Dashboard

πŸ“ Notes: clicking the Factory logo (home button):

  • Administrators, Power Users, and Standard Users (including No Invoicing and No Pricing): Taken back to the Dashboard, no matter where you are in the app

  • Productivity and Workflow Only Users: Redirected to the Workflow page. Any filters or views are reset

  • Deliveries Only Users: Taken to the Delivery Scheduling page, with a reset view

  • Time Tracking Only Users: Returned to the Team Member selection screen.


Products

Product Catalogue

Materials


Sales

Sales Orders

Customers

Price Level Manager


Purchasing

Purchase Orders

Suppliers


Productivity

Workflow

Planner

Delivery Scheduling

Timesheets

πŸ“ Note: to add extra layer of control and accountability to time entry, enable Require PINs for clocking on and clocking off via Settings > Time Tracking.

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