Roles is a Scannable Pro feature
💡 You must use Scannable’s Web-Based app to assign roles
Roles are assigned when inviting people to your team.
Manager
A manager has full permissions to complete all actions in Scannable, invite people to their organisation’s team, assign roles, and deem the user a competent person
Member
A member cannot add team members nor delete items from their organisations inventory, but can complete all other actions in Scannable
User
A user can view and update their profile, access specific inventory assigned to them, and record inspection results
To change a role:
💡 Managers can change a member’s role at any time.
Ensure you have Manager permissions
In the ‘Team’ menu, select the ‘Members’ tab
Select the team member who’s role you want to edit
Click the dropdown menu under the ‘Team Member’s Role’ heading, and click on the ‘Update’ button
What permissions do the different Roles have?
User
Can update their name, password, email etc
Can view and accept invites sent to them
Can view inventory assigned to them
Can add or remove NFC from inventory
Can apply filters to inventory list
Can perform a general inspection
Can view and perform actions in multi-scan
Can download inventory reports
Can view all groups, but only the items that are assigned to them in those groups are visible
Member
Can do all of what a User can do, and
Can view the Organisation details
Can view the Organisation stats
Can view all team members in the Organisation
Can view a team, its members and all team inventory
Can search by part or serial number
Can view all products and variants
Can view product variations; and load and create serials
Can add items to inventory
Can update an item’s info e.g. serial number
Can add and remove items in Groups
Can view all organisation inspections and inspection frequencies
Can view all Thorough Examinations
Can download Thorough Examination PDF report
Create checklists and use the check off feature
Manager
Has full access to all features and full control over the Organisation and its team member profiles. Can do all of what a Member can do, and
Can set signature and inspector declaration
Can edit Organisation name and address
Can make billing changes
Can invite new team
Can update a team member’s role or Competent Person status
Can remove a team member from the organisation
Can revoke Invites
Can create, edit and delete teams
Can add a team member to a team
Can create products and variants, and update their data fields
Can move a variant to another product
Can create, edit and record Thorough Examinations