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How do I manage different user roles for Pickware WMS?

You can find the user role settings under Settings → System → Users & Permissions in the Roles section. When you install Pickware WMS, the user role Pickware WMS User is added to your shop, which is granted all the permissions necessary for a user to operate the WMS App. You can find all the corresponding permissions further down in the WMS section, and you can also deselect individual permissions if needed.

  • Basic permissions – This permission must always be granted. If it is not granted when saving the user roles, it is automatically selected.

  • Perform setup – This permission allows the user to set up the WMS App.

  • Pick any orders – This permission allows the user to select any order for picking. If this is disabled, the user must use the Pick next order button, so that always the first order in the list of open orders is picked.

  • Perform stocktaking – Allows the user to use the stocktaking function and create stocktaking entries with the app

  • Take over picking from another user – As soon as an order is being picked by one user, it is locked so that other devices cannot take it over. If this permission is granted, it is 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 enabled by default.

  • Perform stock movements – Allows the user to use the stock movements area and thus adjust stock levels using 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 recorded goods receipt via the app.

What is the difference between General Permissions and Detailed Privileges?

User and role management is based on roles with assigned permissions. A user can have multiple roles at the same time. The permissions of these roles work additively – all granted permissions are combined.

Two levels are distinguished for roles:

  • General permissions
    They control which areas of the administration are visible to a user.

  • Detailed privileges
    They determine which actions are allowed within an area (e.g. read, edit, create or delete).

For a function to be usable, both levels must always match:
The area must be visible and the required detailed privileges must be set.

Especially with ERP and WMS functions, it can happen that a menu item is visible, but an action cannot be performed. In this case, one or more detailed privileges are usually missing. The error message displayed often gives hints as to which additional privileges are needed. These can then be added specifically to the role.

You can find more information on user and role management in the Shopware documentation.

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