Employee Levels Explained

Every employee you create in SMRT is given a level. An employee's level decides what they can see and what they can do — which modules appear for them, which actions they're allowed to take, and how much of the Admin Panel they can open.

There are seven levels, listed here from the least access to the most:

Each level includes everything the level below it can do, and adds more on top. Give each employee the lowest level that covers what they actually need — it's the simplest way to keep sensitive screens out of the wrong hands.

Your setup may differ. Almost everything in this guide is a default. Your business can raise or lower the level required for most modules and actions in your permission settings, so two businesses can behave differently. If something here doesn't match what you see, check your permission settings or contact support.

For employees who work the floor and nothing else. Production staff can clock in and use the station modules — Assembly, Bulk Mark-In, Pressing, Spotting, Alterations & Repairs, Wash & Fold, Inspection, Item Bagging, Folding & Bagging and Racking — plus Messages, Reports and Support. At their station they can also remove an item from its order, using the Remove button on the item menu.

Production employees cannot open customer accounts at all. They can't look a customer up, view an account, or see order history. If someone on your floor needs to do that, use Detailing or Sales Clerk instead.

For detailers and mark-in staff. Detailing includes everything Production can do, and adds the customer lookup and pricing controls a detailer needs while working through an order.

Detailing is the first level that can:

If you currently split your staff between Production and Sales Clerk, Detailing is probably the level you're missing. It lets a detailer price and correct items without also handing them the full counter-staff permissions.

For anyone working the counter or a route. Sales Clerks can do everything Detailing can, plus the day-to-day selling tasks:

This is the most common level for drivers, sales clerks and tailors.

A significant step up, and the first level that can correct mistakes. Store Managers can do everything a Sales Clerk can, and additionally:

Note that a Store Manager can push an order into A/R but cannot take it back out — removing an order from A/R needs Accounting or above.

Adds the back office. Accounting has access to all customer, employee, production and financial reports, plus the Admin Panel itself. On top of everything a Store Manager can do, they can:

Inside the Admin Panel they're limited to the Financials, Items, Orders and Production sections.

Sr Managers see the same screens as Accounting day to day. The difference is that they can configure the system:

Full access, including the two areas Sr Managers can't reach: Business settings (which contains MID Configuration) and the customer Database. Admins are also the only level that can access a customer's website or force delete orders.

Which modules each level can open, by default.

The three rows in bold are the ones people most often get wrong: Customer, Delivery and Issue Tracker open up at Detailing, not at Sales Clerk.

Which actions each level can perform, by default. Removing an item at a station is the only one available to Production staff.

The pattern is worth knowing:

Two notes on Remove an Item at a Station, since it's the one action a Production employee can take:

You may also see a Manage Marketing permission in your settings. It isn't listed above because it's managed by SMRT rather than set to one of your employee levels — contact support if you need it changed.

Production, Detailing, Sales Clerk and Store Manager have no Admin Panel access at all, so they aren't shown here.

Three things worth remembering: