A user’s access within infusion is controlled by the user Roles they have assigned. Every user in Infusion can be set up with different roles to reflect the unique aspects of their job. A user can be assigned as many roles as required.
For every module within Infusion, there are two roles – a Staff role, and a Manager role. For some Licensee roles there is also a third option, being an Admin role.
What do the different roles do?
Role
What access does it give the user?
Organisation Roles
Organisation Manager
Add/edit GL accounts
Add and edit GST returns
View/edit all Settings
Organisation Admin
Add/edit users
Financial Roles
Financial Accounting Staff
Record and edit General Ledger accounts, cashbook transactions, bank deposits, funds transfers and direct credits
View Financials settings
Financial Admin
Same access as the Financial Accounting Staff, with the exception of being able to edit the Financials Settings
Access to and print custom reports
HR Roles
HR Manager
Enter in and edit Staff records
Accounts Payable Roles
Accounts Payable Manager
Record supplier invoices, purchase orders and payments
View and edit suppliers, communication log and integrations settings
Accounts Receivable Roles
Accounts Receivable Manager
Create Communications,
View and edit email log and SMS message settings
Accounts Receivable Admin
View and Edit the email log and SMS Message settings
Inventory Roles
Inventory Staff
Create and update products
View Product settings
Inventory Controller
Create and update products
View and edit Product settings
Inventory Admin
Edit product settings only
Sales Roles
Sales Staff
Create and edit sales
View sales settings
Sales Manager
Create and edit sales
View and edit settings
Sales Admin
View and edit settings only
POS Roles
POS Staff
View but not edit POS Settings
Process POS transactions
Remove the cash drawer but not print the report
POS Admin
Process POS transactions
Edit POS settings
Remove and Balance the cash drawer and print the Cash Drawer Report
Warehouse Roles
Warehouse Staff
Record and Edit a Pick and Pack
Warehouse Manager
Record and Edit a Pick and Pack
Jobs Roles
Job Staff
Record transactions with Job lines on them
Open and add lines and details to jobs
Job Manager
Everything in the Job Staff role, as well as:
Approve and bill job lines
Authorise lines
Invoice, close and reopen job
View job settings
Job Admin
View and edit job settings
These roles are only enabled if the corresponding function is available in your package.
