Under Settings → System → Users & Permissions you manage all users of your Pickware Admin and define which areas and functions may be used.
What types of users are there?
In the Users area you'll find a list of all existing users and can create new ones. How many users you can have at the same time depends on your booked plan.
Shop owner – This corresponds to the owner of the Pickware account. The shop owner's user data is therefore also changed directly in the Pickware account.
Administrators – When creating a new user, you can use a checkbox to select whether that person should have administrator rights. Administrators have access to all functions in your Pickware Admin and cannot be assigned roles.
Regular users – Here you can individually configure which areas of your Pickware Admin the person should have access to.
What are user roles?
Roles define which areas of the Pickware Admin a user may access and which actions are possible there. A user can have multiple roles at the same time – the permissions of the roles are combined additively. If a role doesn't have a certain privilege, it can be supplemented by another role.
You can assign general permissions and detailed privileges for each role.
General permissions
These control which areas of the Pickware Admin are visible to the user.
Example: A user only sees the Products area if the corresponding general permission is active.
Detailed privileges
These determine which actions are allowed within an area, e.g. reading, editing, creating, or deleting. Example: A user may be able to see the Products area, but cannot change product data without product.write.
Note: Many ERP functions require certain detailed privileges in addition to the general permissions. Therefore, always check these permissions first if a user is missing certain functions.
A user can have multiple roles at the same time. The permissions apply additively in this case: all privileges of the assigned roles are combined.
For a function to be usable, both levels always need to match:
The general permission displays the area.
The detailed privileges control what the user is allowed to do within it.
Some ERP functions require several privileges at the same time. If an action cannot be performed even though the corresponding menu item is visible, this may be due to one or more missing detailed privileges. In this case, an error message appears, which often indicates which privileges are missing. To fix the problem, add the missing privileges to the user role and try again.
Default roles and custom roles
Pickware provides you with preconfigured roles, e.g. Pickware WMS User. These roles are automatically updated when functions are extended and should therefore not be edited.
If you need individual permissions, create a new role or duplicate an existing role. Custom roles remain unchanged during updates.
User role for WMS
The Pickware WMS User role contains all the permissions needed to use the WMS App. Below you'll find an overview of the included permissions.
Basic permissions – This permission must always be granted. If it wasn't granted when saving the user roles, it will be selected automatically.
Perform setup – This permission allows the user to set up the WMS App.
Pick any order – This permission allows the user to select any order for picking. If this is deactivated, the user must use the Pick next order button, so that the first order in the list of open orders is always picked.
View purchase prices – If activated, the user sees the purchase prices of products within the WMS App and the Pickware Admin.
Perform stocktaking – Allows the use of the stocktaking function and creating stocktaking entries with the app
Take over picking from another user – As soon as an order is being picked by a user, it is locked so that other devices cannot take it over. If this permission is granted, it's possible to take over an order that is already being picked on another device.
Edit product master data – Allows the user to edit product weight, dimensions, and EAN in the WMS App in the Products and bin locations mode. This permission is activated by default.
View sales prices – If activated, the user sees the sales prices of products within the WMS App and the Pickware Admin.
Perform stock movements – Allows the user to use the stock movements area and thus adjust stock with the app
Record goods receipt – This permission allows the user to record goods receipts (free goods receipts, goods receipts for supplier orders) via the WMS App.
Fully put away goods receipt – This permission determines whether a user is allowed to fully put away a goods receipt via the app.
This role serves as a complete template for WMS users and can be duplicated as needed to create individual variants.