A crucial aspect of effective staff management is ensuring that each staff member has the appropriate access and permissions to perform their tasks efficiently. In this tutorial, we will walk you through the process of modifying the roles assigned to your staff members within DecoNetwork. Proper role assignment is essential for maintaining security, improving workflow, and ensuring that each team member can access the features they need without unnecessary restrictions.
- Log into your DecoNetwork Website.
- Browse to Admin > Account.
- Select Staff Accounts.
The list of existing staff accounts is shown with their details, including username and assigned roles.
- Click on the Edit button beside the staff account whose assigned role(s) you wish to change.
The Edit Staff Account page is displayed, allowing you to edit the details of the staff account.
- Scroll down to the Roles and notifications section.
- Tick the checkboxes of the roles you want to assign to the contact and untick the checkboxes of the roles you want to unassign from the contact.
The role will define what the staff member can see and do within DecoNetwork, in accordance with the following table:
Role Function Administrator - Access to all areas of the system, including the Admin area to configure fulfillment settings and all sections of Business Hub.
Websites Manager - Access to the Websites section of the Admin area.
- Can manage all websites and create new websites and campaigns.
- Can access the cookie consent options
Web Developer - Can only manage the online store associated with the Fulfillment Center.
- Cannot access any affiliate stores.
- No access to Business Hub.
- No access to fulfillment settings.
Products Manager - Access to the Products section of the Admin area.
- Can manage catalog selection, edit, and create products.
- Can add and configure product brands
Stock Designs Manager - Access to the Stock Designs section of the Admin area.
- Can manage stock designs selection, edit, and create stock designs.
- Can manage stock design collections.
Decoration Process Manager - Access to the Decoration Processes section of the Admin area.
- Can manage the configuration of decoration processes, including setting availability and pricing.
Marketing Manager - Access to the Marketing section of the Admin area.
- Can create coupons and gift certificates and manage customer sync integrations.
Settings Manager - Access the Settings section of the Admin area
- Can access all Admin settings except payment methods.
Payment Methods Manager - Access the Settings > Payment Methods section in the Admin area.
- Can configure payment gateways and create and manage manual payment methods.
Reports Manager - Access to the Reports section of the Admin area.
- Can export all available reports.
Sales Manager - Business Hub access only.
- Can create and edit quotes/orders in Business Hub and may assign them to sales staff members.
- The Dashboard allows views of other staff members' performance.
- May view the production overview.
- Can add, view, edit, delete, merge and move customers.
- May generate and send customer account statements.
- May access the record payments node.
- Can process refunds
- No access to Admin settings.
Sales Team Member - The Dashboard shows the sales staff member's own sales and quote performance.
- Can only process quotes and orders in Business Hub that are assigned to them.
- May view production overview for orders and quotes to which they are assigned.
- Can process refunds
Production Manager - Business Hub access only.
- Production overview shows the performance of all orders.
- Can process all production items or can assign them to any production staff member.
Production Team Member - Can only process production items assigned to them.
- May access all order information required to produce the order.
- May record waste and mark as job complete / partially complete, and set internal job notes.
- May not edit the order.
- No access to Admin.
Artwork Manager - Can process any artwork approval and assign artwork jobs to artwork staff members.
Artwork Team Member - Can process any artwork approvals.
Purchasing - Can process purchase orders by accessing the Purchase Orders node in Business Hub.
- May view the status of all outstanding orders.
Shipping - Business Hub access to the shipping node.
- The overview shows orders yet to be shipped.
- Can manage all shipping functions.
Approve payments - May only access and process Approve Payments node in Business Hub.
- Click Save.
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