Material Permissions

Material Permissions is a feature that controls who can interact with specific materials at specific locations within your organization. This granular permission system allows administrators to define exactly which users can perform specific actions on materials in different locations.

Materials represent inventory items that your organization manages. These can be products, raw materials, equipment, or any other physical items tracked in the system.

Locations are physical spaces where materials are stored or used. These might be warehouses, storage rooms, work areas, or any other designated space in your facilities.

Material Permissions control five key actions that users can perform on materials:

1. Add: Permission to add more of a material to a location
2. Remove: Permission to remove a material from a location
3. Count: Permission to conduct inventory counts of a material
4. Transfer: Permission to move a material between locations
5. View: Permission to see information about a material

Permissions can be assigned to:

• Individual users
• User groups (collections of users with similar roles or responsibilities)
• Presets (predefined permission configurations that can be reused)

1. Specific Combinations: Each permission links a specific material to a specific location with a specific action type.

2. On/Off Toggle: Each permission has a value of either true (allowed) or false (denied).

3. User Assignment: When a permission is enabled (true), you can specify which users or groups have that permission.

4. Permission Checking: When a user attempts to perform an action on a material at a location, the system checks if a permission exists that:

   • Matches the material, location, and action type
   • Has a value of true
   • Includes the user in its list of authorized users

You can view all material permissions or filter them by:

• Location
• Material
• User

To create a new permission:

1. Select a material
2. Select a location
3. Choose which permission types to enable (Add, Remove, Count, Transfer, View)
4. For each enabled permission, assign users or user groups who should have that permission
5. Alternatively, you can assign presets instead of individual users

You can modify existing permissions by:

• Changing which users have access
• Enabling or disabling specific permission types
• Adding or removing user groups

You can delete permissions either:

• Temporarily (soft delete): The permission will be archived and can be restored later
• Permanently: The permission will be completely removed from the system

Archived permissions can be restored to active status when needed.

1. Increased Security: Control exactly who can interact with sensitive or valuable materials
2. Reduced Errors: Prevent unauthorized users from performing actions they shouldn't
3. Better Accountability: Track who is authorized to perform what actions on which materials
4. Operational Efficiency: Assign permissions based on job roles and responsibilities
5. Flexible Control: Adjust permissions for different situations or temporary needs

1. Use User Groups: Instead of assigning permissions to individual users, create user groups based on roles or departments and assign permissions to these groups.

2. Create Presets: If you have common permission patterns, create presets to simplify permission management.

3. Regular Audits: Periodically review permissions to ensure they reflect current organizational needs and staff responsibilities.

4. Minimum Necessary Access: Grant only the permissions users need to perform their job functions.

5. Document Your Permission Structure: Keep a record of your permission strategy to help with onboarding new administrators.