Choosing a User Profile

Austin Beveridge Updated by Austin Beveridge

This guide aims to assist administrators when creating a new user, and what the user can access in Wheelhouse.

Intro to Roles and Role Inheritance

In Wheelhouse, there are three different types of roles: Agents, Managers, and Administrators.

Agents

Agents have basic access to the department in which they work. They perform day-to-day tasks and have the permissions necessary to complete their assigned duties within their department.

Managers

Managers have all of an Agent's access plus higher-level permissions to their department. They can manage agents and oversee the departments they belong to. In Wheelhouse, this includes access to various management activities specific to their department.

Admins

Administrators have all of the Manager's access to their departments, plus additional capabilities for data administration and setup tables. They have comprehensive access across their departments, enabling them to manage data and configure system settings. This includes the ability to add and edit data, configure setup tables like labor routing and operation templates, and ensure smooth and efficient department management.

Choosing a User Profile

When choosing a user profile, it's important to know which department the user will be working in and the level of access they will need.

Refer to the Default Profiles chart below when choosing a User Profile

Default Profiles

System Administrators can tailor these profiles to fit your specific needs.

Customer Service and Sales Profiles

Profile Name

Profile Access

Customer Service Agent

  • Order management

Customer Service Manager

  • Order Management
  • Sales (Customers, Representatives)

Customer Service Admin

  • Order Management
  • Sales (Customers, Representatives, Data Administration, Setup)

Sales Admin

  • Order Management
  • Sales (Customers, Representatives, Data Administration, Setup)
  • Inventory (Records, Inventory Setup)
  • Items (Item List, Configurator, Rule Definition Spec Definition, Setup Menu)

Production Profiles

Profile Name

Profile Access

Production Agent

  • Shop Work

Production Management

  • Production (Shop Work, Job Scheduler)
  • Inventory (Inventory Manager)

Production Admin

  • Production (Shop Work, Job Scheduler, Setup Menu)
  • Inventory (Inventory Manager)
  • Reports

For a more detailed guide on User Profiles and Roles click below:

For more info about login types:

How did we do?

User Profiles and Roles

Defining or Adjusting Teams

Contact