FieldStack has 24 pre-defined roles that clients can choose from.  Clients can has any or all of these roles available to assign to employees.  These roles typically tie to an employee's job role.  Roles, combined with a Security Token, define what a user can do within the FieldStack application. 


Active roles can be seen by editing an employee and going to the "Login Name and Role" tab

Login Name and Role tab


Below is a list of roles that are available for you to choose from.  In the example below, we have 7 of the 24 roles activated for this client.  These 7 roles are the ones that are available to assign to employees in the employee edit screen shown above.  If you'd like to add any of these roles to your FieldStack setup, please contact support (support@fieldstack.com) or your account manager.


ActiveLevel NameLevel Description
TRUEOperationsManagerThis user level is intended for employees who oversee overall retail operations, such as a district manager.   This role can do all instore tasks, access security type reports and access performance reports.
TRUEBookkeeperBookkeeper can run reports needed for entry into accounting system.  Bookkeeper can also add and manage employee's in the system
TRUEBuyerAdvancedThese users can manage vendors.  Users with this level can add and remove items from vendor orders and submit those orders to vendors.  These users also have the ability to edit items, manage promotions and do basic in store point of sale tasks.
FALSEBuyerLimitedUsers with this level can add and remove items from vendor orders and submit those orders to vendors.  These users do not have the ability to edit items or manage promotions.   They do have basic in store point of sale permissions.
FALSEBuyerBasicUsers with this level can add and remove items from vendor orders and submit those orders to vendors.  These users also have the ability to edit items, manage promotions and do basic in store point of sale tasks.
FALSEStoreClerkAllOperationsL3This level should be able to handle typical store operations.  These users  have the ability to operate the point of sale, print promotions and process marketplace orders.   The security token for this user will determine what functionality is available within the Point of Sale.   Please adjust that token to match the responsibilities that go along with a Level 3 employee.
FALSEStoreClerkPointofSaleOnlyL3Users with this role can only run the Point of Sale.  Functionality within the Point of Sale is determined by the Security Tokens (send, receive, price override, etc).   The Security Token for this level should be adjusted to define the Level 3 role for your organiztion.
FALSEStoreClerkPointofSaleOnlyL2Users with this role can only run the Point of Sale.  Functionality within the Point of Sale is determined by the Security Tokens (send, receive, price override, etc).   The Security Token for this level should be adjusted to define the Level 2 role for your organiztion.
TRUEStoreManagerThis level can operate the Point of Sale, print promotions, process marketplace orders and do some basic terminal configuration.   The Security Tokens for this user should be adjusted to fit the manager role in your organization.
FALSEMarketplaceClerkThis level allows users to only process marketplace orders.
FALSEStoreClerkAllOperationsL2This level should be able to handle typical store operations.  These users  have the ability to operate the point of sale, print promotions and process marketplace orders.   The security token for this user will determine what functionality is available within the Point of Sale.   Please adjust that token to match the responsibilities that go along with a Level 2 employee.
TRUEStoreClerkAllOperationsL1This level should be able to handle typical store operations.  These users  have the ability to operate the point of sale, print promotions and process marketplace orders.   The security token for this user will determine what functionality is available within the Point of Sale.   Please adjust that token to match the responsibilities that go along with a Level 1 employee.
FALSEStoreClerkPointofSaleOnlyL1Users with this role can only run the Point of Sale.  Functionality within the Point of Sale is determined by the Security Tokens (send, receive, price override, etc).   The Security Token for this level should be adjusted to define the Level 1 role for your organiztion.
FALSEExecutiveUsers assigned to this level have full access to all reporting and functionality.  These users do not have store administration rights.
TRUEOwnerOperatorLogins assigned to this level have all abilities, including terminal and location setups.
TRUECompanyAdminThis user can set-up new terminals and new locations and access basic POS functionality.   This level is designed for technical support type personel.
FALSEMarketplaceManagerThis user can manager your online marketplaces.  They can update, fill, cancel, change prices, change items etc on marketplace orders.  Additionally this user can manage marketplace settings and handle content management on your web store.  This user also has basic buyer capabilities which allows them to order product that might be needed to fill a marketplace order. They can also edit items.
FALSEWarehouseManagerWithMarketplacThis user can receive inventory into the system and send inventory out of the system to fill warehouse orders.   Additionally this user can fill and handle some marketplace order management tasks.
FALSEWarehouseManagerThis user can receive inventory into the system and send inventory out of the system to fill warehouse orders.  
FALSEWarehouseAdministratorThis role can handle all warehouse functionality including marketplace order fulfillment.
FALSEWarehouseClerkWithMarketplaceThis user can receive inventory into the system and send inventory out of the system to fill warehouse orders.  Additionally this user can fill marketplace orders that are assigned to this location.
FALSEWarehouseClerkThis user can receive inventory into the system and send inventory out of the system to fill warehouse orders.
FALSEWarehouseClerk_SendThis user can send inventory out of the system to fill store orders.
FALSEWarehouseClerk_ReceiveThis user can receive inventory into the system and handle related functions