This document outlines the procedure for managing roles.

Getting Started

To access roles in Springboard Retail, click "settings" in the top navigation menu in the Springboard Retail dashboard. Then click "Roles" in the menu on the left hand side

Note - You will be able to see all the available permissions after you create a role.

Creating a new Role

1. Click the “Roles” tab on the left menu bar. This will bring you to the “Roles” page.

2. Click the “New” button.You will be taken to a “New Role” page.

3. Enter the name of the role you wish to create. For example Store Associate, Manager, Owner.

4. Click the “Save” button.

5. The role is now saved and a new table will appear with three tabs - “Permission”, “Alerts” and “Users”. You can now go through the lists on each of these tabs and specify what kinds of permissions a user assigned to this role may have.

Editing Permissions of a Role

1. Click the “Roles” tab on the left menu bar.This will bring you to the “Roles” page.

2. Click the Name link of the role you want to edit permissions of. This will bring you to the specific roles’ page. The permission tab will already be displayed. There are 5 permission categories: A whole category can be enabled or disabled.

  • SALES/POS
  • INVENTORY
  • PURCHASING
  • REPORTING
  • ADMIN/SETTINGS

3. Enable or disable an entire category by clicking on the “Enable All” or “Disable All” buttons.

4. You can also pick specific permissions that a role can have by switching the specific switch to the "On” or “Off” position.

5. After you have edited the permissions, click the “Save” button to save all changes. A green success message will flash confirming the permissions have been saved to the role. You have successfully edited a role’s permissions.

Editing Role's Alerts

1. Click the “Roles” tab on the left menu bar. This will bring you to the “Roles” page.

2. Click the Name link of the role you want to edit permissions of. This will bring you to the specific roles’ page. The permission tab will already be displayed.

3. Click the “Alerts” tab.

4. You can choose to have the role subscribed to all alerts but selecting “Off” or “On” in the first line of the table. There are three alert categories:

  • Financial Alerts
  • Sales Alerts
  • Transfers Alerts

5. Turn each specific alert to the “On” or “Off” position to turn it on or off.

6. Click the “Save” button to save all changes.

A green success message will flash confirming the permissions have been saved to the role. You have successfully edited a role’s alerts.

Editing Role’s Users

1. Click the “Roles” tab on the left menu bar of the settings page

2. Click the Name link of the role you want to edit permissions of.

3. Click the “Users” tab.

4. Click the “Add” button. A new window will open listing all the active users. You can use the “Search...” field to search for a user. To select a single user click the check box to the left of of the “ID.” You can select users from different pages. You can also select all the users on 1 page by clicking the top checkbox.

5. Once you have selected all the users you wish to add the role, click the “Add Selected” button.

6. The users will be added and a green success message will flash. These users now that the assigned role’s permissions and alerts.

7. Click the “Save” button to save all changes.

8. A green success message will flash confirming the role has been saved. You have successfully added the role to the users you selected.

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