🛡️ Roles

Roles allow you to define user access levels and control permissions across the Fabritec system.
By assigning the right roles, you ensure that each user sees only what they need and performs only the actions relevant to their job.

Roles help maintain:

System security

Clean user access hierarchy

Clear responsibility boundaries

Efficient collaboration across departments

🔍 What Are Roles?

A Role is a predefined set of permissions assigned to one or more users.
Each role determines what a user can:

View

Manage

Edit

Approve

Delete

Examples of common roles include:

System Admin – Full system access

Workstation Operator – Limited access to production tasks

Shipping Coordinator – Manages shipping workflows

Project Manager – Oversees project and building progress

Quality Control Inspector – Handles QC operations

Planning Engineer – Manages production planning

Production Manager – Oversees full production flow

📂 Where to Find Roles

Navigate to:

User Management → Roles

The Roles page displays:

Role Name

Assigned Users

Actions (View Permissions / Edit / Delete)

You can also:

Export roles to Excel or PDF

Search and filter roles by name

➕ Add a New Role

Click Add Role to create a new access role.

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Fill in the following fields:

1️⃣ Role Name (Required)

Enter a clear, descriptive name for the role.

Examples:

Production Manager

QC Inspector

Shipping Coordinator

2️⃣ Description (Optional)

Add a brief explanation of the role's responsibilities.

3️⃣ Permissions (Required)

Select the system areas and actions this role can access.

You can scroll through permission categories such as:

🔧 User Management

Manage Users and Departments

View Users and Departments

Manage Roles

View Roles

🏭 Production Setup

Manage Production Stages and WorkStations

View Production Stages and WorkStations

Manage Categories and Routes

View Categories and Routes

📁 Projects and Buildings

Manage Projects

Manage Buildings

Manage Phases

Release Phase for Production

Release Phase for Shipping

⚙️ Tracking & Production

View Tracking

Update Production Progress

Update Production Progress with Overrides

Modify Production Access

Manage Routing Setup

Create Patches and Cutting Lists

📦 Stock & Items

Manage Stock Items

⚙️ System

View Company Profile

View Preferences

Manage Company Profile

You may choose permissions individually or click Select All to assign full access.

✔️ Saving the Role

Click Add to save your new role.

It will now appear in the Roles list and can be assigned to any user.

👥 Assigning Users to Roles

Users are linked to roles through the Users page.

A role may have:

One user

Multiple users

Or no users assigned yet

Assigned user icons appear directly in the Roles list.

✏️ Editing or 🗑️ Deleting a Role

From the Actions column:

👁️ View – See all permissions assigned to the role

✏️ Edit – Modify name, description, or permissions

🗑️ Delete – Remove the role

⚠️ You cannot delete a role that is currently assigned to users.
Reassign users first before deletion.

⭐ Best Practices

Create roles based on real job functions

Avoid giving unnecessary permissions to reduce system risks

Use the System Admin role only for trusted users

Review roles periodically to keep access updated

Use descriptive role names to help new admins understand the permissions

Users – Create and manage system users

Departments – Group users for better organization

Production Setup – Permissions related to production configuration

Projects & Phases – Permissions associated with project workflows

Roles

🛡️ Roles#

#

📂 Where to Find Roles#

➕ Add a New Role#

1️⃣ Role Name (Required)#

2️⃣ Description (Optional)#

3️⃣ Permissions (Required)#

🔧 User Management#

🏭 Production Setup#

📁 Projects and Buildings#

⚙️ Tracking & Production#

📦 Stock & Items#

⚙️ System#

✔️ Saving the Role#

👥 Assigning Users to Roles#

✏️ Editing or 🗑️ Deleting a Role#

⭐ Best Practices#

🔗 Related Articles#