Availability

Roles & Permissions is available for the following Fixably Plan levels:

• Enterprise
• Premium
• Performance (Legacy Plan)

If you are a Fixably Starter or Basic customer and want to use this feature, please reach out to customer.success@fixably.com for information. 

Public Release Date: November 14, 2024

Enabling Roles & Permissions

1. Using an Admin account, click on your User Name Menu > System Settings.
2. From the sidebar, select Security and then General.
3. Click the Enable Roles & Permissions checkbox.
4. A new option will be visible under the Security settings. Click on Roles & Permissions.
5. You will see a list of previously created Roles. When Roles & Permissions is first enabled, two Role types are created:
   1. User - Employee accounts without any additional Roles will be assigned this profile. This is a comparable access level to what an Employee User had previously. 
   2. Full Access - All Options enabled, but not a full Admin User

Creating a New Role

1. Click the Create Role button.
2. Fill in the Name and Description of the new Role.
3. There are three global settings that each Role can be assigned:
   1. Hide Product Prices - hides all pricing from all modules in Fixably. 
   2. Hide Customer information - hides all customer information from all modules in Fixably. 
   3. Locked to Default Location and Store - User cannot change their default location/store setup.
4. Assign Permissions to the Role as required
5. When complete, remember to click the Save button at the bottom.

Assigning a User a Role

1. To assign a Role to a User, see the guide here.

Editing a Role

1. From Roles & Permissions, click on the Gear menu beside the Role you want to Edit.
2. Modify any settings as required. 
3. When complete, remember to click the Save button at the bottom.

Permissions Definitions

A detailed list of Permissions Definitions is available here.

Tips and Tricks

1. If you want to create a New Role that's similar to an existing one, you can accomplish this by using the Create new based on this role button.
2. When used, a new role will be created with the same settings as the duplicated role. You can then give it a new name and description before altering any required permissions.