The User Management tab lists all users saved to the seed-to-sale environment, and allows administrators to create, edit, and archive users and their associated security roles.
The Users sub-tab lists, in tabular format, all employees at the licence holder's facility who are saved as users in the seed-to-sale software. The table displays high-level information about each user, including their first and last names, their security role(s), and any additional permissions they have been granted beyond their security role.
A user with Admin status can click New to Create a New User, or select a user from the index to view or edit the User's Profile.
An administrator or manager can also Download a User Admin Report to track changes to their user's accounts. The report tracks each user's name, username, email, security roles, and the time/date at which the user's account was last updated, disabled, or enabled. The report also tracks the last time each user's password was changed.
Click the icon to disable a user.
The Security Roles sub-tab lists, in tabular format, all security roles saved to the licence holder's system. A security role defines the user's role at the facility, and determines the modules and functions a user can access depending on their position or rank. Each security role has a set of associated permissions, but when creating a new user, an administrator can assign additional permissions beyond those standard to the user's security role. A Super role generally refers to full permissions for that specified role. A non-super role will have limited permissions, unless set otherwise.
Though the seed-to-sale software offers over 200 distinct permissions, most fall into one of six categories:
- Create: User can create new records.
- Read: User can view existing records without the ability to edit or delete.
- Update: Users can make changes to records.
- Archive: Users can archive records.
- Delete/Destroy: Users can delete existing records.
- Restore: User can reactivate deleted or archived records.
A new seed-to-sale environment comes with several Default Security Roles that should work for most licence holders. However, an administrator can click New to Create a Custom Security Role, or edit existing roles.