Setting user roles and permissions

Fast WMS uses role-based access control, so you decide exactly which screens each person can open. A storekeeper sees receiving and putaway; a checker sees pick verification; a supervisor sees reports and adjustments; only admins reach masters, users, and billing. The menu itself is driven by these permissions — if a user has no rights to a branch, that tile simply does not appear for them.

This keeps your warehouse tidy and your audit trail clean. Because every transaction is stamped with the logged-in user, tight roles mean you always know who received, picked, or dispatched a given document. You need the Admin role to change permissions. If you are still creating people, start with Adding a new user to your account.

How roles work

A role is a saved set of menu and screen permissions. Instead of ticking dozens of boxes for every new joiner, you assign them a role and they inherit its access. Typical roles for a warehouse team are:

• Storekeeper — gate entry, GRN, pallet creation, putaway, bin transfer.
• Checker — pick confirmation and checker confirm only.
• Dispatch — driver allocation, dispatch, and delivery challans.
• Supervisor — all of the above plus dashboards, reports, and stock adjustments.
• Admin — masters, users, integrations, and billing.

Assign or edit a role

1. Log in as an Admin and open Masters → Users & Roles.
2. To edit an existing role, select it and tick or untick the menu branches it should reach. To create a new one, click Add Role and give it a clear name.
3. Set the permission level per branch — view only, or view and edit — so, for example, a supervisor can see stock adjustments but only an admin can approve them.
4. Save the role, then open the user and assign the role plus the store or warehouse they work in. Users only see stock and documents for their mapped stores.
5. Ask the user to log out and back in; the menu rebuilds to match their new rights.

If a user reports that a screen they need has vanished, it is almost always a permissions change rather than a fault — check their role first. If they cannot get in at all, see Can't log in to your account.