Material Permissions

Learn how to implement granular access control for materials across locations, ensuring security and accountability in your inventory operations.

Overview​

Material Permissions provide precise control over who can interact with specific materials at specific locations. This system helps:

• Control access to sensitive materials
• Prevent unauthorized operations
• Track accountability for actions
• Streamline operational efficiency
• Maintain inventory security

Key Features​

• Granular Control: Define permissions by material, location, and action
• Multiple Permission Types: Control different aspects of material handling
• User Group Support: Assign permissions to roles or departments
• Permission Presets: Create reusable permission configurations
• Flexible Management: Easily update and modify access rights

Permission Types​

Core Permissions​

• View: See material information and status
• Add: Increase material quantity at a location
• Remove: Decrease material quantity at a location
• Count: Perform inventory counts
• Transfer: Move materials between locations

Assignment Options​

• Individual Users: Grant access to specific people
• User Groups: Assign to role-based teams
• Permission Presets: Apply predefined configurations

Setting Up Material Permissions​

1. Access permissions:

   • Click "Inventory" on the landing page
   
   • Select "Permissions" under Materials
   

2. Create new permission:

   • Click "+ Create Permissions"
   

   Required Fields​

3. Configure access settings:

   

   Double-click each column to set values:

   Field	Selection Type
   Material	Dropdown
   Location	Dropdown
   Users	Dropdown
   Groups	Dropdown
   Presets	Dropdown

   

   Available Permissions​

4. Set permissions: Toggle Yes/No for each action:

   Permission	Description
   View Inventory	Access to view material information, quantities, and location details
   Create Inventory	Permission to create new inventory records for the material
   Add Inventory	Ability to increase stock levels through receipts or adjustments
   Remove Inventory	Permission to decrease stock levels through issues or adjustments
   Count Inventory	Access to perform and record physical inventory counts
   Transfer Inventory	Permission to move material quantities between authorized locations

   

5. Save configuration:

   • Click "Save" to apply permissions

Best Practices​

Permission Strategy​

• Use groups instead of individual assignments
• Create role-based permission sets
• Follow the principle of least privilege
• Document your permission structure
• Review permissions regularly

User Groups​

• Create groups based on job functions
• Keep group memberships current
• Use descriptive group names
• Document group purposes
• Review group assignments regularly

Permission Presets​

• Create presets for common scenarios
• Use standardized preset names
• Document preset contents
• Review and update presets
• Test presets before deployment

Security Considerations​

• Limit sensitive material access
• Regularly audit permissions
• Remove unused permissions
• Monitor permission changes
• Document security decisions

Operational Efficiency​

• Balance security with usability
• Streamline common workflows
• Maintain clear documentation
• Train users on permissions
• Plan for organizational changes