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Quantum VS Help: File Maintenance |
Role records control the areas of Quantum VS a User assigned that Role may access, based on their job within your company. The Admin User or System Administrator may set up as many Roles as required. See Creating Roles.
Note: Roles must be created by the 'Admin' user before any Users are created. For an overview of Users and Roles see Role And User Maintenance.
The following are examples of Roles you may wish to create, and the Quantum VS features users assigned that Role could access:
Role A - System Administrator: Users assigned the System Administrator Role/status would generally be allowed to access all areas and features of Quantum VS. They will typically be responsible for setting up and amending the various control records and files in your business.
Role B - Purchasing Manager: Users assigned this Role would be responsible for Purchasing-related tasks, such as raising Purchase Orders and working with Goods Received Notes and Supplier Returns, and running certain Processes and Reports.
Role C - Accounts Clerk: Users assigned this Role would be responsible for Accounts-related tasks, such as Purchase Invoice Registration And Matching.
Role D - Sales Manager: Users assigned this Role might be responsible for a team of Sales staff. Therefore they might have access to all Sales Desk features, have the ability to run certain Processes and Reports, and have the ability to set up and amend certain control records, files and documents.
Role E - Sales Person: Users assigned this Role might be Sales staff based in retail, warehouse or office premises who deal with customers face-to-face or via telephone. They would typically only have access to certain Sales Desk functions, such as the ability to raise Sales Orders, Quotes and perhaps Credit Notes.
Role F - Bar Code Scanner: Users assigned this Role would be those employed in a warehouse handling stock in procedures such as goods receipt, picking and despatch, and bin relocation of stock. They would be classified as a 'scanner user' in their User record and hence would be able to log into the Quantum VS scanner software for scanning purposes, but would not be able to log into Quantum VS itself. See Bar Code Scanning Maintenance.
These are just a few example 'Role types'. You may set up as many Roles as are required in your company (providing you have sufficient privileges to do so).
Roles are assigned to a User when the User record is created. Users may be assigned one or more Roles.
This section covers:
Note: To locate and open an existing Role record see Finding Role Records.
NEXT: Viewing Role Records