User Permissions

RW Elephant offers four roles for your Users: Admin, Editor, Reader, and Accountant.

Admins can set or change the role of each User in order to allow them to have a particular level of permissions.

To do so, navigate to the User icon in the upper right corner of the browser window.

From the list on the left, choose the user you'd like to assign a role to.

Click on the green "Edit User" button.

From the "Role" menu, choose the permissions role you'd like for that user.

The roles are defined as follows:

Admin

  • Can manage user permissions
  • Can make changes to account information (deposit requirements, etc.)
  • Can Add, Delete, and Edit Inventory Items
  • Can Add Media
  • Can Add, Delete and Edit Orders
  • Can generate PDF reports
  • Can generate Reports
  • Can add, delete or edit users or permissions.
  • Receives Daily Payment Emails
  • Receives Monthly Billing Emails

Editor

  • Can Add, Delete, and Edit Inventory Items
  • Can Add Media
  • Can Add, Delete and Edit Orders
  • Can generate PDF reports
  • Can generate Reports
  • Cannot add, delete or edit users or permissions.
  • Cannot add, delete or edit account information (deposit requirements, etc.)
  • Receives Daily Payment Emails

Reader

  • Can View Orders (but not add, edit, or delete)
  • Can View Inventory (but not add, edit, or delete)
  • Can generate PDFs
  • Cannot generate Reports

Accountant (does not count as one of your allowed users per your plan)

  • Can View Orders (but not add, edit, or delete)
  • Can View Inventory (but not add, edit, or delete)
  • Can generate PDFs
  • Can generate Reports

Once you've chosen the appropriate role for the user, click the green "Save User" button.

Please note that if you must have at least one Admin per account. If the final "Admin" attempts to change their role, they will not be allowed to.

Also see User Management and our Adding New Users Tutorial.