What do the security roles actually mean?

What do the security roles actually mean?

The security roles in the CMS limit what options the user has access to. We've broken down the list of user permission levels below so you can see what menu option will be visible for each permission level.

For each level there are three options;
  1. "None" - which provides no access to any of the modules in that permission level.
  2. "Read" - which provides visibility to the modules in that permission level, but not the ability to edit anything.
  3. "Write" - which provides visibility to the modules in that permission level, and the ability to edit.
The permission levels are;

Content Management
  • Dashboard
  • SEO Settings
  • Quick Bar Links
  • Widgets
  • Team Members
  • Testimonials
  • Article Categories
  • Articles
  • Enquiries
  • File Library
  • Cart Management
  • FAQ Categories
  • FAQs

Structure Management
  • Analytics
  • Social Media
  • Pages
  • Menus
  • JavaScript
  • CSS

Configuration Management
  • Website Settings
  • Ordering
  • Freight

Administrator
  • Manage Users
  • Merchant Settings

You can pick and choose which permissions level you provide - for instance you can provide someone who simply needs to add blog articles or manage locked carts with "Content Management" write access. Should that person also need to manage freight rules, where forms are emailed to and general shop related settings then you could also provide them with "Configuration Management" - without needing to provide them "Structure Management" or "Administrator" permission.

    • Related Articles

    • Role Search - Advanced Search

      The Role Search screen supports an advanced search option.This is enabled by clicking the “More Filters”. Once the Advanced Search is active the following search parameters are displayed; Text Search Role Status dropdown selection Text Search The ...

    • Role Search - Overview

      Roles are groupings of permission levels for the various modules within the Inzant Sales system. Inzant supports multiple role levels to enable custom security to be configured for different groups of users. The Role Search screen will display a list ...

    • Role Search - More Options Dropdown

      The More options drop-down menu will always be located to the right of the Actions buttons, in the top right zone of the screen. For the Role Search screen the More Options menu contains the following additional functions; Quick Actions Refresh – ...

    • Role Details - Deactivating a Role

      To deactivate a role in the Inzant Sales Admin interface you’ll first need to navigate to the Role Details Screen. You can do this by Opening the Role Search screen (via the configuration screen, which is located in the sidebar menu), then clicking ...

    • User Search - Overview

      Users in Inzant are the actual human or system users that perform functions within the system. These include the mobile sales users, administrative users, ScanPack users, website & EDI Hub users. The User Search screen will display a list of all the ...

    • Popular Articles

    • Home Screen and Navigating the System

      The Home Screen The home screen is the start up screen for the App. It contains links to all the other major screens and provides some KPI information and access to your schedule. In this article we will discuss all the links so you can navigate ...

    • Creating a Retailer

      This article provides a short walk-through tutorial on the steps required when creating a new Retailer Using the Inzant Sales app. To Create a New Retailer touch 'Retailers' on the left of the screen. You will now be able to view a list of previously ...

    • Order History Search Screen

      The Order History Screen allows you to review history and report on ordering processes. This article describes how to use the Order History screen. Online Help The help link will provide you with online access to our knowledge base with the articles ...

    • Setting a Retailer to have Website access from the Management Portal

      To enable customers access to the B2B Portal or Website, you need to allow the Contact on a Retailer to have access. After logging into the Inzant Sales Management Portal you'll need to navigate to the Contact or Retailer in question. Finding a ...

    • Inzant Website CMS User Manual

      The latest version (currently version 1.4) of the CMS User Manual is attached, which you can download and use as required.

    • Recent Articles

    • Management Portal - Adding a Pricing Rule Walk Through Video

      Watch the linked video as we walk through creating a new pricing rule, set conditions for discounts, select products, choose applicable price lists, and schedule the rule for auto-publishing. Check out the detailed steps and explanations below to ...

    • Performing a Hard Reset on an iPad

    • Adding a Favourites List to a Retailer

      In this video, I will show you how to add a favourites list to a retailer. I will guide you through the steps, including selecting the retailer, navigating to the favourites section, and adding a list. I will also explain how to choose the contact ...

    • Accessing and Managing Favourites Lists

      In this video, I will show you how to access and manage your favourites lists on our platform. I will guide you through the steps to access your favourites list, apply filters, and view specific categories. Additionally, I will demonstrate how to add ...

    • Creating Bespoke Favorites Lists for a Contact

      In this video, I will show you how to create a bespoke favorites list for a specific contact. Sometimes, certain contacts may have unique preferences, and it's important to cater to their needs. I will guide you through the process of selecting the ...