Users, Roles, and Permissions

Customizing user roles and permissions in Retail Toolkit

Setting up what users can and can't access in your Retail Toolkit account is easy and completely customizable.

Let's begin by defining these terms as they apply in Retail Toolkit, using a fictional Inventory Manager named Tom Smith as an example:

  • User: The user is the particular person you're allowing to access your store's RTK account. This would be Tom Smith. Tom would have his own username and password to log into RTK.
  • Role: This is best defined as a user type in RTK, and they are usually defined by the user's position in your company. In Tom's case, his role might be assigned in RTK as Inventory Manager. More than one person can be assigned to a role, such as Inventory Managers at two separate locations. There are several Roles built into RTK, or you can create your own.
  • Permissions: This is the set of features accessible by a role, or multiple roles. Tom would need to be able to access Open to Buy as the Inventory Manager, but might not need access to any Marketing features.

Rather than managing a different set of permissions for each individual user, you would assign each user, or multiple users, a Role, then assign Permissions to that Role.

Roles and Permissions pages are accessible via the User List page, by clicking the corresponding buttons in the top right.