Permissions & Roles

Permissions & Roles

Admin > Settings > User Membership

Individual Permission Sets

Each user can have their permissions individually tailored for their entire Zahara access. You achieve and edit this by clicking their name in the user section to get to the options shown below. 1

user permissions

You can edit to suit and then click update permissions.

You also have Roles 

Roles create user permission sets and provide different home page dashboards.

purchase requisition permission role

Some fundamental role knowledge …

  1. To get the Finance dashboard with graphs and numerics – you need to be a Finance user.
  2. To get the workflow dropdown list when raising an order, you need the Admin role.

    • Related Articles

    • Adding Users & Setting Permissions

      Adding & Managing Users Your license with Zahara is for named users. This means if you need to register a new user, you need to make sure your license count will allow for a new user. If you are taking a trial, the you have unlimited users for the ...
    • Exporting Invoices - Controlling permissions

      You can control who can export invoices. Without this permission, the export button will not appear. To do this, go to Business > Settings > Validation and page down to the section shown below. Choose the people in the list. You can multiple select ...
    • Assign a user to a Division

      Admin > Settings  Once you have a user created, you need to assign them to a Division. A Division belongs to a Business Unit Example Marketing Team @ Widgets Inc To do this you click your user and then the relevant division as shown below: In this ...
    • Selecting workflows from a list

      By default, the user wouldn't choose a workflow. They will have the approval process pre-set for them. However, by providing them with the Admin role, the approval list will be accessible.  If you want the users to be able to choose a workflow from ...
    • Restricted Viewing

      Restricted Viewing When setting a user’s permission, there is the option for “restricted view” This setting means the user will only see “their stuff” – meaning the orders or invoices  they have originated. This is an added security layer to stop ...