> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tetherdata.io/llms.txt
> Use this file to discover all available pages before exploring further.

# User Roles & Permissions

> Understanding access levels and permissions in Tether

# User Roles & Permissions

Tether uses role-based access control (RBAC) to ensure users have appropriate access to features and data. This guide explains the different roles and their capabilities.

## Available Roles

Tether has three user roles:

<CardGroup cols={3}>
  <Card title="Admin" icon="user-shield">
    Full access to all features, settings, and data management capabilities.
  </Card>

  <Card title="Sales Rep" icon="user">
    Focused access to sales-related features with read-only access to most areas.
  </Card>

  <Card title="Tether Admin" icon="shield">
    System-level access with all Admin capabilities plus internal configuration tools. Typically reserved for Tether support staff.
  </Card>
</CardGroup>

## Permission Matrix

### Feature Access by Role

| Feature                            | Admin | Sales Rep | Tether Admin |
| ---------------------------------- | :---: | :-------: | :----------: |
| **Product Catalog**                |       |           |              |
| View SKUs                          |   ✓   |     ✓     |       ✓      |
| Create/Edit SKUs                   |   ✓   |     -     |       ✓      |
| Manage Collections                 |   ✓   |     -     |       ✓      |
| Configure Dimensions               |   ✓   |     -     |       ✓      |
| **Inventory**                      |       |           |              |
| View Inventory Dashboard           |   ✓   |     -     |       ✓      |
| View Inventory Alerts              |   ✓   |     -     |       ✓      |
| View Inventory History             |   ✓   |     -     |       ✓      |
| Create/Edit Warehouses             |   ✓   |     -     |       ✓      |
| Manage Suppliers                   |   ✓   |     -     |       ✓      |
| **Demand Forecasting**             |       |           |              |
| View Forecasts                     |   ✓   |     ✓     |       ✓      |
| Edit Forecasts                     |   ✓   |  Limited  |       ✓      |
| View Sales History                 |   ✓   |     ✓     |       ✓      |
| Forecast Administration            |   ✓   |     -     |       ✓      |
| Manage Promotions                  |   ✓   |     -     |       ✓      |
| **Transactions**                   |       |           |              |
| View Transactions                  |   ✓   |     -     |       ✓      |
| Create/Edit Transactions           |   ✓   |     -     |       ✓      |
| **Channels**                       |       |           |              |
| View Channels                      |   ✓   |     ✓     |       ✓      |
| Create/Edit Channels               |   ✓   |     -     |       ✓      |
| **Integrations**                   |       |           |              |
| View Integrations                  |   ✓   |     -     |       ✓      |
| Configure Integrations             |   ✓   |     -     |       ✓      |
| **Supply Planning**                |       |           |              |
| View Planning Pages                |   ✓   |     -     |       ✓      |
| Run Plans & Manage Recommendations |   ✓   |     -     |       ✓      |
| **Analytics**                      |       |           |              |
| View Metrics                       |   ✓   |     ✓     |       ✓      |
| **Administration**                 |       |           |              |
| Manage Users                       |   ✓   |     -     |       ✓      |
| Configure Settings                 |   ✓   |     -     |       ✓      |
| Mapper Configuration               |   -   |     -     |       ✓      |
| Data Management                    |   -   |     -     |       ✓      |

## Admin Role

Admins have complete access to Tether's functionality.

### Admin Capabilities

<AccordionGroup>
  <Accordion title="Product Management">
    * Create, edit, and archive SKUs
    * Manage collections and their settings
    * Configure dimensions and values
    * Set up product hierarchies
    * Use the SKU generator for bulk creation
  </Accordion>

  <Accordion title="Inventory Control">
    * View and manage inventory across all warehouses
    * Monitor and respond to inventory alerts
    * Review and accept supply planning recommendations
    * Create and configure warehouses
    * Add and manage suppliers
    * Configure lead times and fulfillment rules
  </Accordion>

  <Accordion title="Demand Planning">
    * View and edit demand forecasts
    * Configure forecast models
    * Upload bulk forecast data
    * Manage forecast versions
    * Create and manage promotions
    * Access the edit log for audit trails
  </Accordion>

  <Accordion title="Transaction Management">
    * Create purchase orders, production orders, and transfers
    * Submit and track transactions
    * Manage transaction workflows
    * View transaction analytics
  </Accordion>

  <Accordion title="System Administration">
    * Add and remove users
    * Assign roles to users
    * Configure channel access rules
    * Customize terminology
    * Set up and manage integrations
    * Configure inventory forecast settings
  </Accordion>
</AccordionGroup>

### When to Use Admin Role

Assign Admin access to:

* Operations managers
* Supply chain planners
* Inventory managers
* System administrators
* Team leads who need full data access

## Sales Rep Role

Sales Reps have focused access to sales-related features.

### Sales Rep Capabilities

<AccordionGroup>
  <Accordion title="Product Viewing">
    * View SKUs and product information
    * Browse collections
    * Search the product catalog

    **Cannot**: Create, edit, or archive products
  </Accordion>

  <Accordion title="Sales Data Access">
    * View sales history
    * Access demand forecasts (view and limited editing)
    * See channel information
    * View relevant metrics

    **Cannot**: Configure forecasts, manage promotions, or access admin settings
  </Accordion>

  <Accordion title="Channel Access">
    Sales Reps may have access restricted to specific channels based on access rules configured by an Admin.
  </Accordion>
</AccordionGroup>

### When to Use Sales Rep Role

Assign Sales Rep access to:

* Sales team members
* Account managers
* Business development representatives
* External partners who need limited access

## Channel Access Rules

Beyond roles, Admins can configure granular channel access to control which data users can see.

### How Channel Access Works

1. **Admin creates access rules** in Settings (via user menu) → User Access
2. **Rules define** which channels and/or collections a user can access
3. **Sales Reps** see only data for their assigned channels
4. **Admins** always have access to all channels

### Example Access Configuration

| User  | Role      | Channel Access         |
| ----- | --------- | ---------------------- |
| Sarah | Admin     | All channels           |
| Mike  | Sales Rep | Shopify US, Shopify CA |
| Lisa  | Sales Rep | Amazon US              |
| Tom   | Sales Rep | Wholesale              |

### Configuring Channel Access

<Steps>
  <Step title="Navigate to Settings">
    Click your **profile avatar** in the top-right corner, select **Settings**, then click the **User Access** card
  </Step>

  <Step title="Select User">
    Find the user in the list and click to edit
  </Step>

  <Step title="Configure Access Rules">
    * Select which channels the user can access
    * Optionally restrict to specific collections
    * Preview effective permissions
  </Step>

  <Step title="Save Changes">
    Click **Save** to apply the access rules
  </Step>
</Steps>

## Navigation Differences

### Admin Sidebar

Admins with all features enabled see the full navigation menu:

```
├── Agent (Chat Sessions, Memory)
├── Demand (Dashboard, Comparison, Edit Log, Admin)
├── Marketing & Promotions (Drivers, Promotions)
├── Inventory (Dashboard, Warehouses, Suppliers, Lots)
├── Transactions
├── Supply Chain (Locations, Policies, Connected Planning, Transfer, Production,
│                 Purchase, MRP, Execution plan, Data issues)
├── Principal Catalog (Attribute, SKU, SKU Group, BOM)
└── Sales (Sales Channels, Sales History)
```

<Info>
  **Settings** is accessed from the user menu (profile avatar) in the top-right corner, not the sidebar. Only Admins see the Settings option in their user menu. Sidebar groups appear only when the corresponding feature is enabled for your organization, and several labels can be renamed in **Settings** → **Terminology**.
</Info>

### Sales Rep Sidebar

Sales Reps see a simplified menu limited to sales-related pages, such as the Demand dashboard, forecast comparison, sales history, and catalog viewing.

<Info>
  The navigation automatically adjusts based on the user's role and permissions. You'll only see menu items you have access to.
</Info>

## Best Practices

### Role Assignment

<CardGroup cols={2}>
  <Card title="Principle of Least Privilege" icon="shield-check">
    Assign the minimum role needed for each user's job function. Start with Sales Rep and upgrade to Admin only if needed.
  </Card>

  <Card title="Regular Review" icon="clock">
    Periodically review user roles and access to ensure they're still appropriate as team members change positions.
  </Card>
</CardGroup>

### Access Control Tips

1. **Document your access rules** - Keep a record of who has access to what and why
2. **Use channel access** - Even for Admins, consider using channel access to prevent accidental changes to unrelated data
3. **Onboard carefully** - When adding new users, start with restricted access and expand as needed

## Checking Your Access

To see your current role and permissions:

1. Click your **user avatar** in the top-right corner
2. Your role badge is displayed next to your name
3. The navigation menu shows only features you can access

## Need More Access?

If you need access to features you can't see:

1. Contact your Tether administrator
2. Explain what you need access to and why
3. They can adjust your role or channel access as appropriate

## Next Steps

<CardGroup cols={2}>
  <Card title="User Access Management" icon="users-gear" href="/administration/user-access">
    Learn how to manage users and configure access (Admin only)
  </Card>

  <Card title="Quick Start Guide" icon="rocket" href="/quickstart">
    Get started with Tether's core features
  </Card>

  <Card title="Navigation guide" icon="compass" href="/navigation">
    See which sections your role can reach
  </Card>

  <Card title="Inventory adjustments" icon="clipboard-check" href="/inventory/adjustments">
    See how adjust and approve permissions differ
  </Card>
</CardGroup>