Please note, you ultimately have to decide which permissions best fit each of the employees or users within your organization. This list is intended to serve as a baseline to assist in creating roles and assigning permissions.
For more information about creating roles and assigning permissions, check out our article: User Management - Manage Roles and Permissions.
For more information about what a specific permission does, check out our article: Users - User Permissions.
Cashiers (Sales & Service)
| Ascend WebApp - Quote Companion App |
| Cloud Catalog - Add |
| Customer Groups - Add/Remove Members from Customer Record |
| Customer Groups - View |
| Customers |
| Database Explorer |
| Deposits, Layaways, Quotes and Work Orders |
| eCommerce Import |
| Messages (reminders on login screen) |
| Multi-Store - Remote Product Lookup Only |
| Products / Vendor Products - View Only |
| Remove/Restore Data |
| Reports - Customer Transaction History - Ascend HQ |
| Reports - End of Day |
| Reprint Signature Receipt |
| Reservations - Manage |
| Sales - Add |
| Sales - View |
| Scheduler |
| Serialization - Add |
| Serialization - Edit |
| Serialization - View |
Managers
| Advanced Payments |
| Backup Database |
| Cash to Deposit |
| Categories |
| Commissions |
| Cost View - DBExplorer / Cloud Catalog |
| Cost View - Sales Discount Window |
| Cost View - Trek Order Grids |
| Customer Groups - Add/Remove Members from Customer Record |
| Customer Groups - View |
| Customers |
| Customers - Import/Export |
| Database Explorer |
| Deposits, Layaways, Rentals, Quotes and Work Orders |
| Desktop Cash Drawer |
| eCommerce Import |
| Employee Time Clock - Punch Out |
| Import/Export Data |
| Integration - Trek Bike / Parts Grids |
| Inventory Adjustment Types - View |
| Inventory Adjustments - Add |
| Inventory Adjustments - View |
| Kits |
| Linking and Merging |
| Messages |
| Multi-Store |
| Multi-Store - Remote Product Lookup Only |
| Multi-Store - Transfers Check-In |
| Multi-Store - Transfers Check-Out |
| Payouts |
| Products/Vendor Products - View Only |
| Promotion |
| Purchase on Account - Edit Customer Eligibility |
| Purchase on Account - Manage Accounts |
| Purchase on Account - View Accounts |
| Remove/Restore Data |
| Reporting - Ascend HQ |
| Reporting - Customer/Product Query Tools |
| Reports |
| Reports - Customer Transaction History |
| Reports - End of Day Only |
| Reports - Online Reports - All |
| Reprint Signature Receipt |
| Reservations - Edit Remote Data |
| Reservations - Manage |
| Reservations - Manage Collections |
| Reservations - Manage Rates |
| Reservations - Manage Resources |
| Sales - Add |
| Sales - Associate Special Orders |
| Sales - Edit |
| Sales - View |
| Scheduler |
| Serialization - Add |
| Serialization - Edit |
| Serialization - View |
| System Tools |
| Tax - Sales Item Tax Override |
| Time Clock |
| Users - Edit Local User Permissions |
| Vendor Orders |
| Vendors |
| Voids |
| Work Order Scheduling Override |
Administrators
| Advanced Payments |
| Backup Database |
| Bookkeeping - Ascend HQ |
| Cash to Deposit |
| Categories |
| Commissions |
| Cost View - DBExplorer / Cloud Catalog |
| Cost View - Sales Discount Window |
| Cost View - Trek Order Grids |
| Customer Groups - Add/Edit |
| Customer Groups - Add/Remove Members from Customer Record |
| Customer Groups - View |
| Customers |
| Customers - Import/Export |
| Database Explorer |
| Deposits, Layaways, Rentals, Quotes and Work Orders |
| Desktop Cash Drawer |
| Discounts - Manage Reasons |
| eCommerce Import |
| Employee Time Clock - Punch Out |
| Import/Export Data |
| Integration - Trek Bike / Parts Grids |
| Inventory Adjustment Types - Edit |
| Inventory Adjustment Types - View |
| Inventory Adjustments - Add |
| Inventory Adjustments - View |
| Kits |
| Linking and Merging |
| Locations |
| Messages |
| Multi-Store |
| Multi-Store - Remote Product Lookup Only |
| Multi-Store - Transfers Check-In |
| Multi-Store - Transfers Check-Out |
| Payment Types |
| Payouts |
| Products/Vendor Products - Add/Edit Master Data |
| Products/Vendor Products - Edit Local Data |
| Products/Vendor Products - Edit Remote Data |
| Products/Vendor Products - View Only |
| Promotion |
| Purchase on Account - Edit Customer Eligibility |
| Purchase on Account - Manage Accounts |
| Purchase on Account - View Accounts |
| Remove/Restore Data |
| Reporting - Ascend HQ |
| Reporting - Customer/Product Query Tools |
| Reports |
| Reports - Advanced SQL Query |
| Reports - Customer Transaction History |
| Reports - End of Day Only |
| Reports - Online Reports - All |
| Reports - SQL Query |
| Reprint Signature Receipt |
| Reservations - Edit Remote Data |
| Reservations - Manage |
| Reservations - Manage Collections |
| Reservations - Manage Rates |
| Reservations - Manage Resources |
| Reservations - Override |
| Sales - Add |
| Sales - Associate Special Orders |
| Sales - Edit |
| Sales - View |
| Scheduler |
| Serialization - Add |
| Serialization - Edit |
| Serialization - View |
| System Tools |
| Tax - Edit Base Tax Rates |
| Tax - Edit Customer Tax Exceptions |
| Tax - Sales Item Tax Override |
| Time Clock |
| Trek Credit Card Application |
| Update Ascend |
| Users - Create Local Users |
| Users - Edit Local User Permissions |
| Users - Master User |
| Vendor Orders |
| Vendor Updates |
| Vendors |
| Voids |
| Work Order Scheduling Override |
| Zip Codes |