Roles and Permissions

Roles and Permissions

SmartWMS uses Role-Based Access Control (RBAC) to manage what users can see and do.

Understanding RBAC

User → Role → Permissions → Access

• Users are assigned roles
• Roles have permissions
• Permissions control access

Default Roles

Creating Custom Roles

• Go to Configuration → Roles
• Click + New Role
• Enter role name
• Configure permissions
• Save

Permission Categories

Inventory:

• View products
• Create/edit products
• Delete products
• View stock levels
• Adjust inventory

Orders:

• View orders
• Create orders
• Edit orders
• Cancel orders
• Process orders

Operations:

• View tasks
• Execute receiving
• Execute picking
• Execute packing
• Execute shipping

Warehouse:

• View locations
• Manage locations
• Manage zones
• Manage equipment

Configuration:

• Manage users
• Manage roles
• System settings
• Integrations

Reports:

• View reports
• Create reports
• Export data

Permission Levels

For each feature:

Assigning Roles

To a single user:

• Open user
• Select role
• Save

To multiple users:

• Select users
• Click Bulk Edit
• Set role
• Apply

Role Hierarchy

Roles can inherit permissions:

• Create base role
• Create child role
• Child inherits parent permissions
• Add additional permissions

Testing Permissions

Verify role access:

• Create test user with role
• Log in as test user
• Verify access is correct
• Adjust permissions as needed

Best Practices

Principle of least privilege:

• Give minimum required access
• Review permissions regularly
• Remove unused access

Role naming:

• Use clear, descriptive names
• Include department/function
• Document role purposes