Role-Based Permissions

Overview

This document outlines the role-based permission system implemented in the CoolR platform. Access to different modules and features is governed by predefined roles. Each role has a specific set of permissions that control what actions a user can perform.

Modules and Permissions

The system contains multiple functional modules. Each module may support the following permission types:

List: Read-only access
Add: Ability to add new records
Edit: Ability to modify existing records
Export: Ability to export records in Excel, CSV, or PDF formats

Defined Roles

Role Name	Description
Installer	Responsible for setup and device installation
Sales Rep	Handles client-side sales and reporting
Client Admin	Has broad access across client-owned modules and data

Role Permission Matrix

Installer Role

Permissions for the Installer focus on installation, device management, and limited data access:

Application	Module	Permission	Description
Playbook	Home Page	List	Home page
	Installations	List, Export	Monitor field installations effectively
Portal	Outlets	List, Add, Edit, Export	Access key master data related to retail outlets
	Assets	List, Add, Edit, Export	Manage equipment or sub-locations where Smart Devices are expected
	Smart Device	List, Export	Detailed information on VistaZ units
Mobile Application	Install	List, Add, Edit, Export	Install a device
	Uninstall	List, Add, Edit, Export	Uninstall a device
	Location	List, Add, Edit, Export	Display list based on current user location
	Asset	List, Add, Edit, Export	Manage and monitor retail assets
	Diagnostic/Configure	List, Add, Edit, Export	Monitor, configure, and synchronize device data
	In Field Status	List, Add, Edit, Export	View current state of operations in the field
	Logs	List, Add, Edit, Export	Access logs for support and troubleshooting
	Preferences	List, Add, Edit, Export	Configure preferences and options
	Smart Device	List, Add, Edit, Export	Interface for managing smart devices
	Support	List, Add, Edit, Export	Connect with customer support

Sales Rep Role

Permissions for the Sales Rep include client-facing interactions, sales reporting, and basic analytics access:

Application	Module	Permission	Description
Playbook	Home Page	List	Home page
	Installations	List, Export	Monitor field installations effectively
	Outlet	List	Insights into assigned outlets
	Replenishment-Location Reorder	List, Add, Edit, Export	Order generation and tracking
Portal	Outlets	List, Add, Edit, Export	Access key master data related to retail outlets
	Assets	List, Add, Edit, Export	Manage equipment or sub-locations where Smart Devices are expected
	Smart Device	List, Export	Detailed information on VistaZ units
	Logs-Alerts	List, Export	View current and historical alerts
	Logs-Image	List	Browse all related images with timestamps
Mobile Application	Location	List, Add, Edit, Export	Display list based on current user location
	Diagnostic/Configure	List, Add, Edit, Export	Monitor, configure, and synchronize device data
	In Field Status	List, Add, Edit, Export	View current state of operations in the field
	Smart Device	List, Add, Edit, Export	Interface for managing smart devices
	Logs	List, Add, Edit, Export	Access logs for support and troubleshooting
	Preferences	List, Add, Edit, Export	Configure preferences and options
	Help	List, Add, Edit, Export	Quick access to FAQs
	Support	List, Add, Edit, Export	Connect with customer support

Client Admin Role

Permissions for the Client Admin are extensive, covering most administrative and data access rights:

Application	Module	Permission	Description
Playbook	Home Page	List	Main landing page of the application
	Installations	List, Export	Monitor field installations effectively
	Outlet	List	Insights into outlets and their performance
	Replenishment-Location Reorder	List, Add, Edit, Export	Order generation and tracking
	Business Performance	List	Display key performance indicators
	Device Tracking	List, Export	Monitor lifecycle status of VistaZ units
	Masterdata	List, Add, Export	View and manage master data configuration
	Settings	List	View configurations like timezone, language, etc.
	Asset Performance Report	List, Export	Data-driven insights into asset performance
	Missed Opportunities	List, Export	Impact of product unavailability
	Scorecard	List	View KPIs for performance
Portal	Outlets	List, Add, Edit, Export	Access key master data related to retail outlets
	Assets	List, Add, Edit, Export	Manage equipment or sub-locations where Smart Devices are expected
	Smart Device	List, Export	Detailed information on VistaZ units
	Products	List, Add, Edit, Export	Manage SKUs being monitored
	Planograms	List, Add, Edit, Export	Visual representation of product placement
	Factory Install	List	Start devices and assign assets
	Logs-Alerts	List, Export	View current and historical alerts
	Logs-Image	List	Browse all related images with timestamps
	Logs-Health related	List, Export	Track temperature-related events
	Logs-Door related	List, Export	Review door event history
	Logs-Asset Purity	List, Export	Show images with KPI data
Mobile Application	Location	List, Add, Edit, Export	Display list based on current user location
	Diagnostic/Configure	List, Add, Edit, Export	Monitor, configure, and synchronize device data
	In Field Status	List, Add, Edit, Export	View current state of operations in the field
	Smart Device	List, Add, Edit, Export	Interface for managing smart devices
	Logs	List, Add, Edit, Export	Access logs for technical support
	Preferences	List, Add, Edit, Export	Configure preferences and options
	Help	List, Add, Edit, Export	Quick access to FAQs
	Support	List, Add, Edit, Export	Connect with customer support
	Asset	List, Add, Edit, Export	Manage and monitor retail assets
	Install	List, Add, Edit, Export	Install a device
	Uninstall	List, Add, Edit, Export	Uninstall a device
	Reinstall	List, Add, Edit, Export	Reinstall a device

Notes

Permissions may be updated over time as business requirements evolve.
Roles are assigned by administrators and cannot be modified by regular users.
If a user needs broader access, a role change request should be submitted to the Support/Admin team.

Overview​

Modules and Permissions​

Defined Roles​

Role Permission Matrix​

Installer Role​

Sales Rep Role​

Client Admin Role​

Notes​