TABLE OF CONTENTS
What is a Role
A user role is a set of privileges assigned to a user or a user group to allow the user or user group to perform certain tasks and manage certain sessions. In Aerchain it means the same.
How to Create a Role
Follow the below to create the role.
- Log in to the Aerchain portal.
- Click the Org Settings icon.
- Click User & Roles & Employee Groups.
- Click the Roles tab.
- Click the + New button.
✔️The Add Role page opens. - Fill in the form.
- Click the Create button.
Note
To clone a role, create a click Clone in the Actions.Criteria and More Explained
The criterion is a filter. There are three options on the criteria filter.
- Dimensions.
- Collaborators.
- All.
| Dimensions | The selected access will apply only when the dimensions are matching. |
| Collaborators | The selected access will apply to all the collaborators involved. |
| All | The selected access applies to all the users with this role. |
The + More option will have dimensions that are not common.
| Module | Options in More | Explanation |
| Budgets | Terminate | To terminate the budget. |
| Requisitions | PR Amend Approve | To approve the amended PR. |
| PRC Cancel | To cancel a PRC | |
| Tech Approval | To approve as a Tech, when an RFQ is sent for Tech Approval | |
RFQs | Commercial approval | To approve the RFQ sent for Commercial approval. |
| QC Approval | To approve the QC. | |
| Exception QC Approval | To approve when sent for Exception QC approval. | |
| Evaluator View | To be able to view the RFQ as an Evaluator. | |
| Quote Comparision Cancel | To be able to cancel the Quote Comparison. | |
| Auctions | AC Approval | Auction comparisons |
Purchase Orders | PO Amend Approve | To approve a PO amendment. |
| Schedules | Schedule Amend Approve | To approve the schedule amendment request. |
| Expenses | Expense Amend Approve | To approve the expense amendment request. |
Petty Cash | Petty Cash Amend Approve | To approve the petty cash amend request. |
| Invoices | Accounted Invoice Cancel | To cancel the accounted invoice. |
| GST Reconciliation | The access to file the GST reconciliation form to the government. | |
| Integration Reinitiation. | The access to trigger the invoice reinitiation. | |
Non-PO Spend | Accounting Approve | Access to approve the non-PO spend. |
Payment Vouchers | Integration Reinitiation | Access to reinitiate the payment voucher integeration. |
Exception Payment Run Approval | To approve the payment run which has exceptional amounts like held amounts. | |
Stock Inwards | Stock Inward Reversal | Access to reverse the items in the inward. Access to the reverse button. |
Stock Inward Closure | Access to the GRN close button. | |
| Products | Non-Stock Product Create | Ability to create a non-stock product. |
| Inward Worklist | Invoice Queue | Ability to see the invoice queue. |
Grn Queue | Ability to see the inward queue. | |
| Provisions | Provision Input | Access to create provissions. |
| Credit Debit Notes | Create Approve | To approve the creation of the Credit Debit Notes requests. |
Please feel free to reach out to support@aerchain.io should you have any questions or feedback.