What roles are available in Palats, and how can I customize them to fit my organization?
In Palats, there are three basic permission levels: Owner, Administrator, and Member. An organization can only have one Owner, and this role should be held by the person with overall responsibility for Palats as a system.
At Palats, we can help tailor the roles to suit your specific needs. The number of administrators included in your subscription is determined by your agreement, while the number of members is unlimited. If you wish to increase the number of administrators, this can be done for an additional cost.
Administrator & Owner
Always have full access to all locations, projects, channels, and users within the organization without limitations.
Permissions include:
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Managing users and roles
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Conducting on-site inventory
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Administering locations
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Creating and managing all projects
If your organization has a marketplace, they can also:
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Create listings
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View listings
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Make purchases/place orders from listings
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Manage the marketplace checkout
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Handle standard pricing for marketplace listings
Member
As a member, you need to be assigned a role that has been previously set up by an administrator. The role can be limited to one or several locations.
Permission to:
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Perform inventory at location(s)
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Manage location(s)
If your organization has a marketplace, members may also be able to:
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View listings
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Order from listings
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Create listings
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Manage and close an order (depending on your marketplace settings)
Project Administrator & Project Member
These permissions are automatically created when a new project is started. A project allows locations and users to be linked to a time-limited initiative. Those invited to a project will only see the locations included in that project.
Project Administrator
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Perform inventory in the locations included in the project
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Work with planning in the table view
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Invite additional project administrators or project members to the project
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Manage permissions for people included in the project
Project Member
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Perform inventory in the locations included in the project
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Work with planning in the table view
Create and Manage Roles
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Log in at palats.io.
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Go to Organization in the left-hand menu.
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Click on the Roles tab. The list shows the roles available in your organization. You can edit a role by clicking on it.
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To create a new role, click +Create Role.
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Name the role clearly to indicate its purpose, for example, “Member: Inventory Only.” If you have different locations where each has a specific role, it's helpful to include the location name in the role title, such as “Member Gothenburg: Inventory, View Listings, Order from Listings, and Create Listings.”
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Click Add Permission and select one of the available options. Once selected, a dropdown menu will appear allowing you to choose the applicable location.
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If the role should apply to multiple locations, you can select “everywhere.”
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If the role should only apply to certain locations, you’ll need to add each permission (e.g., inventory) separately for each relevant location.
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