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As an admin, you can assign inventory roles and permissions to employees within your organization as well as to your providers who use Inventory Manager in ServiceChannel Provider.

Inventory Roles

There are four roles in Service Automation that give employees access to Inventory Manager.

Inventory Permissions

In addition to roles, you also set inventory permissions that identify which actions employees can perform within Inventory Manager.

• Permission Management: Activates the ability to manage inventory roles and permissions for employees.
• View Parts & Stock: Allows employees to view parts in your catalog and view parts on hand at each location.
• Create Parts: Permits employees to add new items to the parts catalog.
• Update Parts: Empowers employees to edit part details.
• Import/Export Parts: Grants the ability to upload and download the inventory parts list via templates.
• Manage Transfers: Allows employees to view, create, and update inventory transfers of different types: store, standard, and restocking.
• Create Stock: Allows employees to add stock records to locations.
• Modify Stock Properties: Makes it possible to edit stock records (minimum and maximum quantities) except for the part on-hand quantity.
• Stock Adjustment Audit: Permits employees to change the part quantity available at a location.
• Import/Export Stock: Grants the ability to upload and download inventory location stock records via templates.
• Receive Inventory: Permits employees to view shipped transfers and mark that the location has received the requested inventory parts.

Assigning Roles and Permissions

Check the steps below to learn how you can grant inventory permissions to your colleagues.