Permissions

A Permission screen under Role is a collection of security settings that one or more users share. Before creating a role, you can analyze the types of employees you have and can decide who will need access to the software and what features/functions they will need to use in the software. For example, your company may have 5 supervisors who all need access to the same functions. Instead of setting up each user and assigning these functions individually, you will assign them to a role.

The permission screen will display the list of modules along with a short description and following checkboxes which allow you to restrict the user from certain functionality.

Allow Access - Users in a role with this permission can view the list of objects that are a part of the module and view details of those objects. Some modules will require or imply Allowed Access to other modules.

Create - Users in a role with this permission can create new objects in the selected module. A role with permission to create is also allowed access to that module.
Edit - Users in a role with this permission can edit existing objects in the selected module. A role with permission to edit is also allowed access to that module.
Delete - Users in a role with this permission can delete existing objects in the selected module.

List of Modules

Module	Description	Permission	Navigation
Add Inventory	Add quantity to items in your inventory	Allow Access	Transaction -> Add The option will be hidden on the view item ‘Context Menu’
Adjust Inventory	Make inventory adjustments	Allow Access	Transaction -> Adjust The option will be hidden on the view item ‘Context Menu’
Adjust Reason Code	Adjust reason code	Allow Access, Create, Edit, Delete	Lookups -> Adjust Reason Code. It’s a lookup used on Adjust transaction.
Archive Order & Transactions	Allows a user to archive transactions.	Allow Access, Edit	Transactions -> History Purchase - >View Purchase Order Pick Order -> View Pick Order
Audit	Perform an audit transaction on the items	Allow Access	Audit -> Audit
Audit Reconcile	Confirm results from an audit.	Allow Access	Audit -> Reconcile
Audit Window	Audit Window is used to organize audits by date	Allow Access, Create, Edit, Delete	Audit -> Audit Window
Build	Build Assembly Items from existing inventory	Allow Access, Create, Edit, Delete	Products -> Build
Callouts	Manage Callouts	Allow Access, Create, Edit, Delete	Settings> Callouts
Category	A general classification for items	Allow Access, Create, Edit, Delete	Lookups -> Categories
Change Company Details	Make changes to the Company Details	Allow Access, Create, Edit, Delete	Settings -> Company Details
Change Tracking Log	View history of changes to various objects' fields. Note: This permission is only visible to users with Enterprise license	Allow Access	Items -> Change Log
Check In	Mark that an item has been returned	Allow Access	Transaction -> Check In The option will be hidden on the view item ‘Context Menu’
Check Out	Mark that an item has been temporarily checked out	Allow Access	Transactions -> Check Out The option will be hidden on the view item ‘Context Menu’
Custom Field	Define custom fields	Allow Access, Create, Edit, Delete	This permission is to restrict user from CRUD custom fields
Custom View	Create and manage global custom views	Allow Access	Settings -> Manage View
Customer	A consumer of items	Allow Access, Create, Edit, Delete	Lookups -> Customer
Form Customization	Customize form labels	Allow Access, Create, Edit, Delete	Settings -> Form Customization
Import	Import is used to insert data from another system into InventoryCloud. It is recommended that you turn off any notifications that are triggered when something is created.	Allow Access	Settings -> Import Data
Item	The main piece of information tracked in the software	Allow Access, Create, Edit, Delete	Item -> (All items: Inventory, Non inventory, Assembly, Kit & Service)
Location	Where an item can be found	Allow Access, Create, Edit, Delete	Lookups -> Locations The button will be hidden on the New/Edit Inventory, Assembly on the Location tab.
Manufacturer	The creator of an item	Allow Access, Create, Edit, Delete	Lookups -> Manufacturer
Mobile Label Names Config	Allows a user to configure mobile label names.	Allow Access, Edit	Mobility > Label Configuration
Mobile Login	Allows an user to use the Inventory Control real time app on a mobile device.	Allow Access	Access to Android/Window/iOS
Mobile Scan Parse Config	Allows a user to configure mobile scan parsing rule.	Allow Access, Edit	Mobility >Scan Paring Configuration
Move	Move an item from one location to another	Allow Access	Transaction -> Move The option will be hidden on the view item ‘Context Menu’
Notification	Manage notifications	Allow Access, Create, Edit, Delete	Settings -> Notifications
Pay Method	Manage Pay Methods	Allow Access, Create, Edit, Delete	Lookups -> Pay Method
Pick	Remove inventory by picking items	Allow Access	Pick Order -> Pick
Pick Order	Pick Orders are orders that you create when inventory is requested by a customer and needs to be picked from your warehouse, store, storage facility, etc and shipped to the customer.	Allow Access, Create, Edit, Delete	Pick Order -> New Pick Order
Price Tier	A promotional tool that lets you price items differently for different categories or customers.	Allow Access, Create, Edit, Delete	Settings -> Price Tier The button will be hidden on the New/Edit Inventory/Assembly/Kit on the Prices tab.
Purchase Order	Use Purchase Order to order Inventory from Vendors	Allow Access, Create, Edit, Delete	Purchase Order -> New Purchase Order
Receive	Receive inventory from issued purchase order	Allow Access	Purchase -> Receive
Remove Inventory	Remove quantity of any item in inventory	Allow Access	Transactions -> Remove The option will be hidden on the view item ‘Context Menu’
Report	View all reports	Allow Access - 97 report(s), Delete	Reports -> All Reports
Report Schedules	Manage report schedules	Allow Access, Create, Edit, Delete	Reports -> Scheduled Reports
Reset	Reset	Allow Access	Settings
Roles	Defines a set of roles	Allow Access, Create, Edit, Delete	Manage -> Roles
Settings	View or edit system Settings	Allow Access, Edit	Settings
Shipping Provider	The shipping providers associated with orders that can each have their own shipping methods.	Allow Access, Create, Edit, Delete	Lookups -> Shipping Order
Show Add Cost	Show Cost Information during adding quantity	Allow Access	Transaction > Add Inventory
Show Pick Order Sales Price	Show all price related items on pick order.	Allow Access	Pick Order > View Pick Orders
Show Receive Cost	Show cost information during receiving.	Allow Access	Purchase Order > Receive
Site	A group of locations	Allow Access, Create, Edit, Delete	Lookups -> Site The button will be hidden on the on the New/Edit location.
Transaction History	A list of all transactions done in the system	Allow Access, Delete	Transactions -> History
Unit of measure	UOM allows you to assign units of measure to your items	Allow Access, Create, Edit, Delete	Settings -> Units of Measure This button will be hidden on the New Inventory/Non Inventory/Assembly/Kit/Service – General tab.
Universal Order	Universal Order privilege is for internal order processing. Enable this if the role requires access to any other order functionality.	Allow Access
User	Someone who will be using the application.	Allow Access, Create, Edit, Delete	Manage -> Users
Vendor	A seller of items	Allow Access, Create, Edit, Delete	Lookps -> Vendor The button will be hidden on the New Inventory -> vendor tab
View Build Order	View build Orders	Allow Access, Create, Edit, Delete	Products -> View Build Order
Zone	A set of locations can be grouped into a zone	Allow Access, Create, Edit, Delete	Lookups -> Zone