How to Manage Roles?

How to Manage Roles?

Notes
Every job in your factory has different system needs. Role management makes sure each user gets exactly the right access — no more, no less.

🔐 System Settings | User Role Management

Defining what each user could view or edit meant configuring every account individually, with no unified system linking permissions to the actual job.

That changes now.
You can now create precisely defined roles, setting permissions and access based on each position's actual responsibility within the factory. To access the page: Settings → System Settings → Roles.

How It Works

1. Standard Roles

Ready-made roles built by the Garment IO team to match common positions across garment factories. These roles cannot be edited directly, but you can duplicate one and customize it as a new company-specific role.

2. Company Roles

Roles you design entirely from scratch to fit your needs. To create a new role:

  1. Click the "+" button and enter a role name with a brief description.
  1. Set Access Permissions: Define user access permissions based on their usage type:
Can Access the System: Intended for users who access the system through computers, mobile phones, or tablets.
Can Access a Machine: Intended for production operators who use system devices.
  1. Advanced Settings: Configure additional options such as: Include in efficiency - Include in attendance - Include in cost calculations.
  2. Performance Profile: Select the appropriate performance profile for the user: Production Operator - Quality Inspector - Machine Technician - Line Supervisor (This step is important because it determines the performance profile that will be used in Employee Performance Evaluation Reports within the system).

3. Permission Types

Each role can be configured with five levels of permission:

  • View: Grants access to a specific page or report.
  • Add: Allows creating new items or records.
  • Edit: Allows updating existing items or records.
  • Delete: Allows removing items or records from the system.
  • View List: Grants visibility into the details of each item within a list.

These permissions are assigned to each role based on its actual responsibilities, giving you precise control and stronger data protection.


4. Adding Users After Setting Up Roles

Once roles and permissions are configured, factory can add users and link them to the appropriate role. The Garment IO support team creates the first batch of users for your factory, after which any system admin or authorized user gains full independence to add and manage users going forward.

📖 Frequently Asked Questions (FAQs)

  1. Can standard roles be edited directly?
    No, but you can duplicate one and customize it as a new role specific to your company.
  2. What's the difference between "View" and "View List" permissions?
    "View" grants access to a general page or report, while "View List" grants visibility into the details of each item within a specific list.
  3. Who creates the first users in the system?
    The Garment IO support team creates the initial users for your factory; after that, you control adding and managing users yourself.
  4. Can one role have different permissions for different pages?
    Yes, the permission type (view, add, edit, delete) can be configured independently for each page or action within the system.

💬 Have a question about this update?

Reach out to the Garment IO team. We're here to make sure you're getting the most out of every feature.