Admin
Maintains authenticated users and technical configuration without commercial, stock or finance decision authority.
Can
- Manage distribution policies, Users
- Oil & Gas ERP
- Roles and access
Who can do what in Oil & Gas ERP
Give sales, purchasing, warehouse and finance staff the records their work requires.
How permissions work
Entity and site scope
Give users access to the legal books and warehouse locations where they work.
Preparation and decision
Keep the person who enters a commitment separate from the person who approves it.
Financial detail
Reserve protected bank, valuation and margin information for the responsible finance users.
Who can do what
| Role | Dealer sales | Purchasing | Stock control | Assembly | Delivery | Finance |
|---|---|---|---|---|---|---|
| Admin | — | — | — | — | — | — |
| Industry Reviewer | View | View | View | — | — | — |
| Industry Specialist | View | View | View | — | — | — |
| Finance Manager | — | View | — | View | — | View |
| Accountant | — | Edit | — | — | — | Edit |
| Warehouse Manager | — | — | Edit | View | Edit | — |
| Warehouse Operator | — | Edit | View | View | View | — |
| Purchasing Manager | — | Edit | — | — | — | View |
| Sales Manager | View | — | — | — | — | — |
| Sales Representative | Edit | — | — | — | — | — |
Each role in detail
Industry Reviewer
Reviews exact specialty evidence and authorizes its domain release gate.
Can
- View expiry allocations, People, Products, sales order lines, Suppliers, trade promotions
Industry Specialist
Maintains assigned ERP for FMCG specialty evidence.
Can
- Manage expiry allocations, trade promotions
- View People, Products, sales order lines, Suppliers
Finance Manager
Independently controls each entity's credit, valuation, payment and period decisions.
Can
- View accounting periods, finance corrections, Invoices, master changes, migration batches, posting profiles, purchase orders, Refunds, revaluation runs, standard costs
Starts on: Unapplied Customer Cash
Accountant
Prepares local bills, invoices, journals, reconciliations and guarded settlement allocations.
Can
- Manage bank statement lines, bill lines, bill matches, Bills, cash receipts, close tasks, finance corrections, invoice lines, Invoices, payment runs, Payments, Refunds, revaluation lines, revaluation runs
- View cash applications, credit applications, journal entries, payment allocations
Starts on: Unapplied Customer Cash
Warehouse Manager
Controls stock execution, delivery plans and distribution production.
Can
- Manage delivery routes, inventory counts, Locations, Sites, stock transfers
- View BO ms, production routings
Starts on: Assembly Schedule
Warehouse Operator
Records assigned receipt, movement, production and delivery facts within entity and warehouse scope.
Can
- Manage goods receipt lines, goods receipts
- View count lines, delivery attempts, delivery results, pick tasks, production entries
Starts on: Assembly Schedule
Purchasing Manager
Prepares supplier purchasing and resolves commercial supply issues.
Can
- Manage purchase order lines, purchase orders, requisition lines, Requisitions, Suppliers
- View bill matches, goods receipts
Starts on: Purchase Approval Queue
Sales Manager
Independently accepts dealer orders and owns commercial master and exception review.
Can
- View Dealers, master changes, sales orders, tariff rates, Tariffs
Starts on: Dealer Order Board
Sales Representative
Prepares dealer offers and orders and follows accepted delivery commitments.
Can
- Manage dealer contacts, quote lines, Quotes, sales order lines, sales orders
- View Dealers
Starts on: Dealer Order Board
Set up Oil & Gas ERP your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.