4. User Roles and Permissions

Assigning the correct roles to team members is vital for controlling access to sensitive information and ensuring that each user can only perform tasks relevant to their responsibilities. For example, employee users should not be able to change billing details or modify account settings, while admins need access to these functions to manage the account effectively.

There are two primary roles you can assign within your account:

• Employees: Employees are standard users who can interact with various features of Wholechain but have limited access compared to admins. Their permissions include:
  • Logging and accessing all traceability events associated with the Wholechain account.
  • Creating templates that are owned by the business for consistent data entry.
  • Adding new products and managing source view profiles to ensure traceability compliance.
• Admins: Admin roles come with enhanced permissions, allowing for greater oversight and control. Admins can:
  • Log and access all traceability events, similar to employees.
  • Create, edit, and share templates, products, and source view profiles. This ensures that data is updated and aligned across the organization.
  • Create and manage data attributes, which are unique characteristics that can be assigned to products for more detailed traceability and reporting.
  • Add other companies to your network, facilitating collaborations.
  • Update account settings and manage billing details to ensure the account remains compliant with your business needs.