Permissions

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General

Permissions are used to control the actions or operations that a user can perform. Permissions focus on more complex actions or objects as opposed to an Access Control List (ACL), which controls create, read, update, delete and manage abilities for entire modules.

Permissions

Permissions may be assigned to individual users or user groups. In the case that permissions are conflicting between a user and any groups that they are part of, the affirmative permission will take precedence and the user will be granted the permission. For example, if John Smith is part of a group that denies permission to issue sales orders, but as an individual he has been granted permission, then John Smith will be able to issue sales orders. Vice versa, if John Smith is part of a group that allows permission to issue sales order, but as an individual he had not been granted permission, then John Smith will be able to issue sales orders.

The following permissions are currently available for use in LOCATE:
  • Issue Sales Order - Grants the holder the ability to issue sales orders.
  • Issue Purchase Order - Grants the holder the ability to issue purchase orders.
  • Issue Transfer Order - Grants the holder the ability to issue transfer orders.
  • Accept Bid Request - Grants the holder the ability to accept bid requests.
  • View Ledger - Grants the holder the ability to view accounting ledger data.
  • Receive Greater Quantity - Grants the holder the ability to receive a greater quantity than was expected on a receipt.
  • Auto-Link User to All Sites - Links the grantee to all sites, including new sites, automatically.
  • Change Customer Status - Grants the holder the ability to change the status of a customer, certain statuses can prevent sales from going through.
  • Issue Use Order - Grants the holder the ability to issue use orders.
  • Add Inventory - Grants the holder the ability to add inventory.
  • Adjust Inventory - Grants the holder the ability to adjust inventory.
  • Scrap Inventory - Grants the holder the ability to scrap inventory.
  • Manage "Restricted" Location Type Functions - Grants the holder the ability to select which users and groups can move inventory in and out of "Restricted" location types.
  • Manage "Custom" Location Type Functions - Grants the holder the ability to select which users and groups can move inventory in and out of "Custom" location types.
  • Manage ACL Settings - Grants the holder the ability to modify settings that change how ACLs function.
  • Issue Return Order - Grants the holder the ability to issue return orders.
  • Manage Chart of Account Balance - Grants the holder the ability to create, update, and delete chart of account balance adjustments in LOCATE. These adjustments are not sync'd with your accounting software, but are used to get LOCATE in sync with it.
  • Logout Users - Grants the holder the ability to log out other users.
  • View Margins - Grants the holder the ability to view live margin estimates in the quote and sales order modules.
  • Import CSV Data by ID - Grants the holder the ability to import data from CSV files by ID in addition to number.
  • Manage Customer/SO Invoice Set - Grants the holder the ability to change customer and sales order invoice settings (pre-payment and invoice types).
  • Issue Work Order - Grants the holder the ability to issue work orders.
  • Override Customer Credit Limit - Grants the holder the ability to override credit limit enforcement on SOs.
  • Override Vendor Credit Limit - Grants the holder the ability to override credit limit enforcement on POs.
  • Edit Part Number - Allows the holder to modify part numbers on existing parts.
  • Issue Invoice - Grants the holder the ability to issue invoices manually.
  • Manage User Group Members - Allows the holder to add/remove users from groups.
  • Issue Unfulfillable Sales Order - This permission is required when the "Require Permission to Issue Unfulfillable Sales Orders" setting is enabled to issue a sales order that is short on inventory.
  • View All Picks - Allows access to all picks when the "Restrict Viewing of Picks to Assigned Users" setting is enabled.
  • Can Choose Not to Receive Returns - Allows a user to choose not to receive a return item.

Setting Permissions

For Individual Users

  1. Navigate to the Setup Menu in the upper right and select Users.
  2. Use the column headers to sort or filter for the user, and click onto the user name hyperlink.
  3. Click onto the Permissions sub-tab.
  4. Next to the appropriate permission, click Grant.
    • Use the column filters to quickly find the specific permission you are looking for.
    • A green check-mark will appear to denote that the permission has been granted.

To revoke the permission, simply find the permission line and click Revoke. A red check-mark will appear to denote that permission is denied.

For User Groups

Granting a permission to a group will grant it to all members of the group. Remember, denying a permission to a group will not override any affirmative permissions granted at the user level.

  1. Navigate to the Settings menu in the upper right.
  2. Click into the Users section.
  3. Click onto the Groups sub-tab.
  4. Use the User Groups section on the left to find the specific user group for which you would like to manage permissions, and click on the user group name.
  5. Scroll down to the Permission Settings section, and click Grant next to the appropriate permission.
    • Use the column filters to quickly find the specific permission you are looking for.
    • A green check-mark will appear to denote that the permission has been granted.

To revoke the permission, simply find the permission line and click Revoke. A red check-mark will appear to denote that permission is denied.


Default Permissions

As a helpful suggestion, LOCATE provides 6 default user groups with sensible permissions and ACL defaults. These are intended to be designed around various standard departments. You may modify defaults as you see fit or follow the steps outlined above to create a custom group.

Admin
All permissions granted.
Accounting
Issue Sales Order
Issue Purchase Order
View Ledger
Change Customer Status
Issue Use Order
Manage Chart of Account Balance Adjustments
View Margins
Import CSV Data by ID
Manage Customer/SO Invoice Set
Override Customer Credit Limit
Override Vendor Credit Limit
Operations
Issue Transfer Order
Issue Work Order
Stock
Issue Transfer Order
Receive Greater Quantity
Auto-Link User to All Sites
Issue Use Order
Add Inventory
Adjust Inventory
Scrap Inventory
Manage "Restricted" Location Type Functions
Manage "Custom" Location Type Functions
Import CSV Data by ID
Issue Work Order
Purchasing
Issue Purchase Order
Issue Transfer Order
Accept Bid Request
Change Customer Status
Issue Use Order
View Margins
Sales
Issue Sales Order
Change Customer Status
Issue Use Order
Issue Return Order
View Margins