Roles & Permissions: how this screen works
A role is a set of permissions: it decides which screens and actions a team member can use. On Roles & Permissions you create roles such as "Warehouse team" or "Customer service" and give them to users in Settings, Users. A user can have more than one role and gets the permissions of all of them together.
What you see on this screen
New Role (top right): create a role.
Refresh (the round arrow): reloads the list.
Role: the name. Roles with the System badge come with QrX, for example Administrator.
Permissions: the first permissions of the role, plus a number such as +54 for the rest.
Updated: when the role was last changed.
Actions: point at a row to see the pencil (Edit) and, for your own roles, the bin (Delete).
Default roles (the shield with a plus): opens the ready-made roles you can add.
Sees all CRM records: a custom role with this label skips every restricted-record setting in the CRM. Give it only to people who may see everything.
Click Role or Updated to sort the list; click again to reverse the order.
Default roles
A new company starts with Administrator and ready-made roles for common jobs. Click the shield with a plus to see them. A role that is not there yet is marked Missing.
Merchant roles: Operations, Customer service, Finance, Marketing and Viewer.
Fulfilment centre roles: Warehouse manager, Warehouse lead, Warehouse worker, Receiving clerk and Billing clerk.
Turn a kind on or off, then click Add missing roles.
Adding roles never changes a role you already have, so your own changes to a default role stay. CRM roles are added in Settings, CRM.
Delete a role
Click the bin on a role and confirm in Delete Role. The role is removed from every user who had it, so those users lose its permissions right away. System roles cannot be deleted. Check first that every user still has another role.
Create or edit a role
Click New Role to open Create Role, or click the pencil on a role to open Edit Role.
Role name: required. Next to it you see whether the role is Custom or System and how many permissions it has, for example 60/81.
Feature areas (on the left): All permissions, Portal access, Transactions, Shipping & printing, Warehouse, Products, Returns, Message Centre, Billing, Other operations and Users & roles. Click an area to see only its permissions. The numbers show how many are granted out of how many there are. You only see the areas your company uses.
Search all permissions: finds permissions in every area by name, description or explanation. Use the X to clear the search.
Filters: All permissions, Granted, Not granted and Editable (only the ones you can change).
Grant visible editable permissions and Remove visible editable permissions: tick or untick every permission in the list you see right now. Handy together with an area or a search.
Each permission
Every permission shows its name, a short description and a checkbox on the right. Tick it to grant it. Click What this allows to read in plain words what a user can do with it. A lock instead of a checkbox means you cannot change that permission in this role.
Review and save
As soon as you change something, the top bar shows Unsaved permission changes with how many permissions you added and removed.
Review changes: shows the new name and every permission you grant or remove, so you can check before saving.
Reset changes: throws away your unsaved changes and goes back to the saved role.
Save: stores the role. The change applies to every user with this role. A new role takes you back to the list after saving.
The back arrow returns to the list.
Permissions for the warehouse team
Three permissions decide who works with team tasks, comments and the live team board. You find them in the role editor next to the other warehouse permissions.
View team tasks and comments: Opens Warehouse > Team and the comment button on pick lists, receipts, stock items, counts, orders at the pack station and locations. People with this permission can be mentioned and can get team tasks, and can complete a team task that is theirs or that nobody has yet. On the live board each lane also needs its own permission, for example the pack station for picking and packing.
Write team comments: Allows writing comments on warehouse work and mentioning colleagues with @. People can change or delete only their own comments. Also needs View team tasks and comments.
Manage team tasks: For team leads. Allows creating and assigning team tasks, completing or reopening any task, deleting any comment, and changing the team board settings, including whether names are shown on the live board. Also needs View team tasks and comments.
System roles
System roles come with QrX. The Administrator role always has full access to the features your company uses, so its name and most permissions are locked. The message System permissions are protected explains this. Only a few permissions that need an explicit choice (for example some Message Centre permissions) can be switched on or off; Save becomes active after you change one of those.
Want a team with less access? Create a custom role with exactly the permissions they need.
Tips and common questions
"Role name is required.": fill in a name before you save.
"Failed to save role. Please try again.": nothing was saved. Click Save again; if it keeps failing, reload the page and contact QrX support.
Someone else changed the role at the same time: QrX shows a message and lets you reload the latest version.
You need extra seats: granting Message Centre reply rights to a role can need more agent seats in your plan. QrX asks you first; nothing is saved until then.
A user does not see a screen: open the user in Settings, Users, check their roles, then check the permission in those roles. Some screens also need a plan or module.
Assign pick lists (Warehouse area): lets a warehouse lead assign an open pick list to a picker, move it to another picker or remove the assignment. The picker sees the list under My work in the QrX app. Assignment is a work instruction: it does not stop another picker from starting the list.
Additional permission: a permission QrX cannot describe yet. It stays as it is; ask QrX support before you change it. Warehouse permissions such as Pick orders and Set up shelf locations are shown with their own name.
Need help? Click Chat at the bottom of the Help Center.
Warehouse Manager
Open Settings, Warehouse, Warehouse productivity. Choose a warehouse, picking or packing, dates (up to 31 days), and hourly or daily buckets. Dates use the warehouse time zone, or your profile time zone for all warehouses. People requires both the individual permission and the privacy switch; select a person to filter. Work cycles shows start, physical ready and successful completion. Scroll for more rows. Export CSV requires its separate permission. Pause recorded work before a break; a station lock pauses it too. Unlocking does not resume it: choose Resume recorded work. A role administrator can use the Warehouse Manager template, review its four grants, save and assign it explicitly. Warehouse assignments remain unchanged. Agree an appropriate basis for employee monitoring before enabling individual figures. Repacking adds a cycle, not a second unique order. Missing warehouse evidence is excluded for warehouse-restricted users.
Recorded work excludes pauses, releases and carrier wait. Open intervals can include idle time. Rates include only complete cycles with reliable timing inside the bucket; missing measurements stay blank.