Inventory security settings

About this setting

Object permissions fall into four specific categories, each with their own access controls. They are as follows.

Inventory Locations and Items

View

• All: Security levels with access to Inventory can always view inventory locations and items.
  
• None: Security levels without access to Inventory can never see inventory locations or items.
  

Add

• Yes: Users with this security level can add inventory locations and items.
  
• No: Users cannot add inventory locations or items.
  

Edit

• This value will always be the same as Add. You cannot edit it.
  

Delete

• All: Users with this security level can delete inventory locations and items.
  
• None: Users cannot delete inventory locations or items.

The listed settings are enabled by default for the following system security levels:

Security Level
Inventory Locations and Items (includes Inventory Products and Stocked Items, but they share the same settings)	View	Add	Edit	Delete
Co-managed Help Desk	None	No	None	None
Minimal Access	All	No	None	None
Time & Attendance	All	No	None	None
Team Member	All	No	None	None
Contractor	All	No	None	None
Private CRM	All	No	None	None
Sales	All	No	None	None
Service Desk User	All	No	None	None
Project Manager	All	No	None	None
Dashboard User	All	No	None	None
Manager	All	Yes	All	All
System Administrator, Full Access User	All	Yes	All	All
API User	All	Yes	All	All

Products

View

• All: Security levels with access to Inventory can always view the Products list.
• None: Security levels without access to Inventory cannot view the Products list from this page.

Add

• Yes: Users can add inventory items to the Products list.
• No: Users cannot add products to the list from this page.

Edit: Will always be the same as Add. Cannot be edited.

Delete:

• All: Users can delete products from the Products list.
• None: Users cannot delete products from the Product list from this page.

The listed settings are enabled by default for the following system security levels:

Security Level
Products	View	Add	Edit	Delete
Co-managed Help Desk	All	No	None	None
Minimal Access	All	No	None	None
Time & Attendance	All	No	None	None
Team Member	All	No	None	None
Contractor	All	No	None	None
Private CRM	All	No	None	None
Sales	All	No	None	None
Service Desk User	All	No	None	None
Project Manager	All	No	All	All
Dashboard User	All	No	None	None
Manager	All	Yes	All	All
System Administrator, Full Access User	All	Yes	All	All
API User	All	Yes	All	All

Product Notes

View

• All: Security levels with access to Inventory can always view Product Notes.
  

Add

• Yes: Users can add Product Notes.
  
• No: Users cannot add Product Notes.
  

Edit: Users will be able to edit All, Mine, or None Product Notes.

Delete: Users will be able to delete All, Mine, or None Product Notes.

The listed settings are enabled by default for the following system security levels:

Security Level
Product Notes	View	Add	Edit	Delete
Co-managed Help Desk	All	Yes	Mine	None
Minimal Access	All	No	None	None
Time & Attendance	All	No	None	None
Team Member	All	Yes	Mine	None
Contractor	All	No	None	None
Private CRM	All	Yes	Mine	None
Sales	All	Yes	Mine	Mine
Service Desk User	All	Yes	Mine	Mine
Project Manager	All	Yes	Mine	Mine
Dashboard User	All	No	None	None
Manager	All	Yes	All	All
System Administrator, Full Access User	All	Yes	All	All
API User	All	Yes	All	All

Purchase Orders

View

• All: Security levels above 'Co-managed Help Desk' can view Product Notes.
  

Add

• Yes: Users can add Purchase Orders.
  
• No: Users cannot add Purchase Orders.
  

Edit: 

• All: Users will be able to edit all Purchase Orders.
• None: Users cannot edit Purchase Orders.
  

Delete:

• All: Users will be able to delete All Purchase Orders.
• None: Users cannot delete Purchase Orders.
  

The listed settings are enabled by default for the following system security levels:

Security Level
Purchase Orders	View	Add	Edit	Delete
Co-managed Help Desk	None	No	None	None
Minimal Access	All	No	None	None
Time & Attendance	All	No	None	None
Team Member	All	No	None	None
Contractor	All	No	None	None
Private CRM	All	No	None	None
Sales	All	No	None	None
Service Desk User	All	No	None	None
Project Manager	All	No	None	None
Dashboard User	All	No	None	None
Manager	All	Yes	All	All
System Administrator, Full Access User	All	Yes	All	All
API User	All	Yes	All	All

About these settings

Enabling or disabling these permissions will control access to the following features.

Approve/Reject Items

• When selected, users with this security level can access the Purchase Approvals page and all features available on the page.
• When cleared, users cannot access the Purchase Approvals page.

Manually Add Items to Purchase Orders (not Dashboard User)

• When selected, users with this security level have permission to add purchase order items to purchase orders directly from the New/Edit Purchase Order page, without creating them from charges.

Receive Items

• When selected, users with this security level can access the Receiving page and all features available on the page. Users can also receive purchase order items from the Purchase Orders page.
• When cleared, users cannot access the Receiving page or receive purchase order items from the Purchase Orders page.

Deliver/Ship Items

• When selected, users with this security level can access the Delivery & Shipping page and all features available on the page. Users can also access the Deliver/Ship option from the New Charge or Edit Charge page.
• When cleared, users cannot access the Delivery & Shipping page or deliver/ship items from the New Charge or Edit Charge page.

Transfer Items

• When selected, users with this security level can transfer stocked items between inventory locations. The right-click menu on the Inventory Items page will include the Transfer Stocked Item option.
• When cleared, users cannot transfer inventory items.

The listed settings are enabled by default for the following system security levels:

Security Level	Permission
Co-managed Help Desk
Minimal Access
Time & Attendance
Team Member
Contractor
Private CRM
Sales
Service Desk User
Project Manager
Dashboard User
Manager
System Administrator, Full Access User
API User

Can bypass Procurement (this will set the status of the Charge to Delivered/Shipped Full)

About this setting

When Procurement is enabled, all charges with a status of Need to Order will be displayed on the Purchasing & Fulfillment page. It is likely that customers will want to clear out these items without having to create a dummy PO and pushing them through the purchasing process. Enabling access to this feature will allow the designated user groups to bypass the Procurement process by enabling the Bypass Procurement for Selected Items button.

IMPORTANT  If a user bypasses procurement, the status of the Charge will automatically default to Delivered/Shipped Full.

The listed settings are enabled by default for the following system security levels:

Security Level	Permission
Co-managed Help Desk
Minimal Access
Time & Attendance
Team Member
Contractor
Private CRM
Sales
Service Desk User
Project Manager
Dashboard User
Manager
System Administrator, Full Access User
API User

About this setting

This setting controls whether users with this security level can edit already-approved purchase order items. Select one of the following options:

• All: Users with this security level setting can edit all approved purchase order items on unsubmitted purchase orders regardless of who approved them.
• Only items I approved: Users with this security level can edit approved items on unsubmitted purchase orders when they were the resources who approved the item.

NOTE  If a purchase order item received approval, its charge was edited, and it received approval again, the item's approver will become the most recent approver.

• None: Users with this security level setting will not be able to edit any approved purchase order items on unsubmitted purchase orders.

The listed settings are enabled by default for the following system security levels:

Security Level	Permission
Co-managed Help Desk	None
Minimal Access	None
Time & Attendance	None
Team Member	None
Contractor	None
Private CRM	None
Sales	None
Service Desk User	None
Project Manager	None
Dashboard User	None
Manager	All
System Administrator, Full Access User	All
API User	All