In addition to the default Lab Manager and Lab Member role in Inventory, Lab Managers or other users with access to the Lab Management function have the ability to create Custom Roles. This allows you to customize the permissions for users that may not directly line up with the predefined permissions of the default roles. For example, you can create a role for an order assistant so that you have someone on staff to help manage the order process, but does not have all the access that a Lab Manager may have. To learn more about specific roles and privileges, please visit Understanding Inventory Roles and Permissions.
The Roles tab is accessible through the Lab Management menu. To access it, click the gear icon from the main navigation bar and select the Roles tab. While viewing an Inventory Lab, if the gear icon is not available, this indicates that you have been assigned a role in the Inventory Lab that does not give you permissions to manage access and permissions.
By default the page displays the Lab Manager and Lab Member Roles along with a list of their corresponding permissions. From the top right corner, select Add New Role to create a Custom Role. Assign the new role a name and then select the permissions. After adding the new role, it appears on the Roles list alongside the Lab Manager and Lab Member. An option is available to further edit or delete the Custom Role.
To assign a Custom Role to a current member of the Inventory Lab, visit the Users tab within Lab Management. Locate the user and from the Role column, select the custom role you wish to assign to the user. To learn more about adding users and assigning roles, visit Managing Users and Roles.