Jubelio has a system that manages users with various roles. Each user has a different role and access to features and data. Users such as administrators have full access to all modules and components in Jubelio.
Meanwhile, other users can have limited access to certain features. Knowing the user roles and access they have in Jubelio is very important for you as a business owner. This is because your Jubelio account may be managed by several admins and staff.
The difference in user roles assigned to admin and staff, allows you to search or track their activities in Jubelio. For example, there is a delivery of a product that has changed its address.
You can find out who is processing the order based on the user role activity. In addition, this can also protect critical information in the business that only certain sections have.
For example, cash flow and the value of assets owned can only be accessed by the role of finance users or the finance department. They cannot see and access the number of stocks and products.
- Explanation of the user role types and the default access of each.
You can assign the role of an auditor to those who have a job to audit your business performance. For example, you hire the services of a business consultant or public accountant to find out the performance and condition of your business. The auditor user role has access only to VIEW all the data, information, and features you use on Jubelio.
You can give the picker role to the picking staff in the warehouse. Picker's part is to pick up goods and distribute them to other divisions or units in the warehouse. Either when there is an order for the product or when the goods from the supplier have just arrived. See the table below to see the picker access
You can assign standard roles to staff or parties with middle power or manager level. This is because the standard user role has full access to almost all the features you use in Jubelio. See the table below for standard access.
You can use the administrator role for yourself or for others who have full authority and control over your business. This is because the administrator role has full access to all Jubelio features
You can pin the role of finance in the accounting or finance department. The role of finance can only access a few parts of Jubelio related to financial reporting, movement, and monitoring.
The role of the warehouse can be given to the head of the warehouse or other staff who have responsibility for warehouse management. This is because this role has access to the Catalog, Inventory, Orders, and Purchases modules.
This role has access to the Catalog, Orders, Purchases, and Contacts modules.
The role of the merchandiser can only access the Barang module, because it is responsible for preparing, creating, and changing products. Either to be launched or pre-existing products.
The role of purchasing only revolves around access to the Purchasing Accounting module and reports. The reason is that this role is usually assigned to the procurement section of your business. As well as being in charge of recording purchase transactions to suppliers
The store manager role doesn't have any access in Jubelio Omnichannel, but it does have access to all Jubelio POS Backoffice features.
Just like the Store Manager, the Cashier role does not have any access in the Jubelio Omnichannel. Likewise at Backoffice Jubelio POS, the cashier only has access to features in Cashier Jubelio POS.
Each of the user roles above is default settings from Jubelio that you can change and re-adjust according to your needs. So take it easy, you can adapt each role to the conditions on the field.
- How to Assign User Role in Jubelio
Then, how to set or add user roles to each user who has registered with Jubelio can be done easily. You just follow the steps below.
- Click Pengaturan.
- Choose Perusahaan section -> Pengguna.
- Click on existing users, or add a new one by clicking Tambah Baru.
- Fill out the form then, on the Peran Pengguna field choose the role that you want to assign.
- Then, click Hak Akses and choose each feature or data you want to assign.
- Lastly, click Simpan.
- Assigning User Roles as Needed
The created user roles can be rearranged according to your needs. You can assign multiple roles to a single user account. In addition, the existing access rights in an account can also be changed according to your needs.
You can do this if the user has multiple responsibilities at once. For example, a user named Aisy has duties as finance and also an auditor. Then the role settings can be seen below:
That there are several roles assigned to Aisy’s account in the Peran Pengguna column. The roles are Finance and Auditor, this means that Aisy’s account will get two accesses based on the existing role. You can add more roles as needed. Also, note in the Hak Akses section, that Aisy’s account has user access based on existing roles, namely, Finance and Auditor. You can still change the access rights based on your needs.