Access Reference

A role holds one level for each feature: no access, View, or Manage. A role can instead be marked Administrator, which holds everything.

A user holds one role, and is tied to a set of warehouses. That set is either every warehouse, or the warehouses ticked one by one. How to set this up is in Users and Roles.

The features

Feature	View lets a person	Manage adds
Items	Read the catalog, warehouse items, and lots	Create and change items, warehouse items, and lots
Stock	Read stock on hand and serialized units	Change stock records
Inbound Orders	Read inbound orders and their deliveries	Create orders, receive, put away, close short
Outbound Orders	Read outbound orders	Create orders, reserve, dispatch
Transfer Orders	Read transfer orders	Create orders, dispatch, receive
Stock Count	Read counts and their results	Create counts, count, review, post adjustments
Locations	Read zones, aisles, racks, shelves, and bins	Create and change them
Categories	Read categories	Create and change them
Warehouses	Read warehouses	Create and change them
Inbound Configuration	Read inbound numbering and custom columns	Change them
Outbound Configuration	Read outbound numbering	Change it
Users	Read user accounts	Create and change users
Roles & Permissions	Read roles and their levels	Create and change roles
Inventory Transactions	Read the stock ledger	—
Audit Log	Read the audit trail	—

Inventory Transactions and Audit Log have no Manage level. History is never edited.

What a level really grants

A feature is a job, not a table. Choosing a level grants every read the screens of that job need.

Inbound Orders at View also reads the items, the bins, the lots, and the inbound configuration. The order screens show all of them. You do not grant those separately, and you cannot grant them more narrowly.

At Manage, the writes stay inside the feature. Inbound Orders at Manage writes orders, lines, and deliveries. It does not write items or bins, even though it reads them.

Two things the level does not decide

Which warehouses. A user sees the stock, the orders, and the locations of the warehouses they hold, whatever their role says. A user set to all warehouses sees everything their role allows. A user with no warehouse ticked sees no stock at all.

What appears in the sidebar. The sidebar shows a feature at View or higher, and hides the rest. A group with no visible entry disappears completely. See Navigating the App.

Common roles

Job	Manage	View
Receiving	Inbound Orders	Items, Locations, Stock
Picking and dispatch	Outbound Orders	Items, Locations, Stock
Transfers	Transfer Orders	Items, Locations, Stock
Stock control	Stock Count, Stock	Items, Locations, Inventory Transactions
Supervisor	The four operations features, Items, Locations, Categories	Inventory Transactions, Audit Log
Administrator	Mark the role Administrator	—