User roles
TidyStock uses user-based pricing for subscription, this article explains the definition of roles and their privileges to help to figure out which plan would suit your business best.
Roles and permissions:
Tidy allows complete control over what areas of the application a user has access to through a variety of different roles. In Tidy, there are two different levels and types of users, this article will help you understand the different user roles and their permissions.
| Role | Description | Permission |
|---|---|---|
System Administrator  |
A user who can create, edit and delete all company settings, apart from resources | Can see Global settings tab, create and edit settings for Customers, Projects, Departments and more. |
Resource Administrator  |
A user who can create, edit and delete resources and salary information only. | Can see Global settings tab, create and edit application users. Ability to specify Actions on Behalf settings for Managers. Resource Administrators will also have permission to the Actions On Behalf tab, allowing them to log in as a different users. This can be particularly useful during the adoption phase, when one or more team members may not yet be using the system. If stock transactions have been recorded on a scrap of paper by an individual, you can assume their identity and enter them into the system. It also means that the person does not necessarily need a login credential (Google etc.), since you can act on behalf of them to enter their time. |
Invoicer  |
A user who can generate invoices | Can see the Invoicing tab and generate project invoices to screen or Xero. Can enter Xero mapping settings under Global settings tab. Can also generate Purchase Orders. |
Sales Person  |
A user who can create and view sales | Can create and view sales. |
Purchaser  |
A user who can create purchase orders | Can create and manage purchase orders. |
Reporter  |
A user who can generate reports | Can view and generate TidyStock reports. |
Within some roles, there are options that you can enable specific access:
Sales Person:
- Can this Sales Person view pricing?: If enabled, this Sales Person will be able to view pricing information.
- Can this Sales Person view the Inventory Dashboard?: If enabled, this Sales Person will be able to view Inventory Dashboard.
Purchaser:
- Material Item Archiver: A user who can archive material items.
- Material Item Archiver: A user who can archive material items.