Custom User Roles allow you to control exactly how internal team members interact with the AMFG Management Console. By defining specific permissions, you can ensure that users only see the data and tools necessary for their specific job functions, such as Finance, Sales, or Quality Assurance (QA).
Phase 1: Creating a Custom Role
To restrict or grant access to different parts of the system, you must first create a role profile.
Navigate to Settings > Users in the left-hand sidebar.
Click on the Roles tab.
Click the Create Role button.
Enter a Name for the role (e.g., "QA").
In the Permissions field, select the specific system areas the role should access.
Example: A QA role might only need access to Post Production and Services to approve or reject parts.
Click Save.
Phase 2: Assigning Roles to Internal Users
Once a role is created, it can be applied to any existing user profile.
While in Settings > Users, click on the Users tab.
Select the User Name you wish to update.
Locate the Role dropdown menu in the user's details.
Select your newly created role (e.g., QA) from the list.
Click Save at the bottom of the page.
The User Experience
When a user assigned to a restricted role logs in, their sidebar and dashboard will only display the sections you specifically permitted. For example, a user with a "QA" role will see a simplified interface containing only the Post Production and Services modules, with all other internal data like Requests or Work Orders hidden from view.
Video tutorial: