Article Contents
Introduction
In addition to the 5 preset roles of Admin, Admin (No Item Edit), Manager, Manager (No Item Edit) and Employee, you can create custom roles.
This gives you full control over what users can see and do on the WISK Web Portal and iOS app.
To learn more about the existing user roles and permissions, see:
Creating Custom Roles
You can create a custom role based on an existing role, or create it from scratch.
To create a custom role on the WISK Web Portal:
Hover the cursor over your username on the bottom left to see more options then click "Venue Settings"
Note: You'll only see this option if you're an Admin for the venue
Click “Roles”
Creating a New Role from Scratch
Click “Add Role”
Enter the name of the role and click “OK”
The new role appears, but has no permissions assigned to it. Click the arrow beside the role to expand it and see the available permissions.
Creating a New Role from an Existing Role
Place your cursor over a role and click the "New Role based on this" button“
Enter the name of the role and click “OK”
The new role appears and has the permissions of the role it was copied from. Click the arrow beside the role to expand it and see the available permissions
Assigning Permissions to the Role
Click the checkbox beside a permission to assign it to the role. It saves every time you check a box. Select the permissions you want the role to have.
When the role is set up, you can switch the role of existing users to it, or invite new users with this role.
For more information, please see the following:
Editing a Custom Role
Updating Permissions
If you have the Admin role, or a custom role with the "Role edit" permission, you can modify the permissions of custom roles. Just click the checkbox beside a permission to add or remove it from that role.
If you change the permissions of a custom role and a user with that role is currently using the web or app, it takes a few seconds to apply.
Renaming
To rename a custom role:
Place your cursor over the role and click the "Edit" button
Click "Rename" from the drop-down menu
Enter the new name for the role and click "OK"
The new name displays
Archiving
You can archive custom roles that aren't currently assigned to a user. To archive a custom role:
Place your cursor over the role and click the "Edit" button
Click "Archive" from the drop-down menu
Click "OK" on the confirmation message
The role is archived and no longer appears
Note: If you want to restore the role, click the "Show archived" checkbox. You can then click the option to "Restore" the archived role on the Edit menu.
Error - Role in Use
If you try to archive a role that's currently assigned to a user, you'll receive an error message showing the affected users:
Before you can archive the role, you must switch the role of all users currently assigned to it. Click the "Role" column to select a new role from the drop-down menu:
After assigning new roles to all impacted users, click the "Retry" button to archive the role.
Custom Role Examples
Basic Item Edit User
For creating or editing items, there are default roles that allow or block this action:
Allow - Admin, Manager
Do Not Allow - Admin (No Item Edit), Manager (No Item Edit), Employee
What if you need something that allows users to edit some properties of an item? For example, a user is taking inventory and wants to add the weight of a full unopened bottle to an item, or a new barcode.
By creating a custom role with the following permission settings:
"Edit item" permission disabled
"Edit item basic info" permission enabled
The user can't create new items, but they can edit the following properties of an item:
Barcodes
Case Sizes
Weights (both full and empty)
Add photos
Inventory Counter - No Item Costs and Previous List
The following permissions are enabled on all default roles, but can be disabled on custom roles to display less information when taking an inventory count:
Inventory > Show Previous Mode: The "List" view that shows the previous count does not display. This forces the user to scan all items during inventory. To learn more, see - Disabling List View
Inventory > Show Item Costs / Inventory Value: When counting items it doesn't show the $ value of each submission, and doesn't show the total $ value of the count overall. TO learn more, see - Hiding Inventory Values
