Administration – User RBAC (Role-Based Access Control)

The User RBAC module allows system administrators to manage user roles and access areas within the Inventory Management System. This controls what permissions users have and which parts of the system they can interact with.

Each user can be assigned one of three roles: User, Approver, or Admin. These roles determine their access level and approval responsibilities.

Accessing the User RBAC Screen

From the top navigation:

Inventory Management > Administration > User RBAC

You’ll be taken to the User Role Assignment screen, where all existing user-role combinations are listed in a searchable and filterable grid.

Roles Overview

Main Grid Columns

? A single email can be assigned multiple roles across different areas if needed.

Adding a New User Role

1. Click the + New button (top right).

2. Enter the following:

   • User Email

   • Role (User, Approver, Admin)

   • Area (e.g., AREA 1, AREA 2, or ALL)

3. Click Save.

The user will now appear in the list with their assigned role.

Editing or Removing a Role

• To update a role, click the ✏️ icon beside the row, make your changes, and click Save.

• To remove a role, click the ?️ icon. You’ll be prompted to confirm deletion.

Approval Workflow for Approvers

When an Approver is assigned:

• They’ll automatically receive approval notifications for transactions over $5,000.

• These notifications appear in the My Approvals section in the left navigation.

• The approver can approve or reject the request before the transaction is finalized.

⚠️ If no approver exists for the area or transaction, it may be blocked or default to admin escalation depending on your company’s approval flow setup.

Best Practices

• Assign at least one Approver per area to ensure large-value transactions are not delayed.

• Use the "ALL" area for users who need global system access.

• Avoid giving Admin access unless necessary—Admins have full control over the system.