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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.

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List of inventory roles for subscribers


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  • Inventory Administrator: Grants full access to Inventory Manager with the right to set inventory permissions for other employees.
  • Inventory User: Provides full access to Inventory Manager but without the right to manage inventory permissions for other users.
  • Manage Part Catalog: Allows employees to view, create, update as well as upload and download parts.
  • Manage Stock: Permits employees to view, create, import, and export stock records. A stock record is the information on a part that is on hand at your inventory location, including the part name, number, type, available quantity, etc.


Inventory Permissions

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

Inventory permissions for subscribersImage RemovedInventory PermissionsImage Added


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  •  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.
  •  Manage Cycle Counts: Grants access to conduct inventory count on parts held at multiple locations. 


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  •  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.



Note

The list of permissions may vary depending on the set of inventory features enabled for your company. 

Assigning Roles and Permissions

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

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title⦿ How to Assign Inventory Roles to Employees in Your Organization
  1. Click the hamburger menu in the upper-left corner, and select Admin > Inventory > Subscriber Permissions. The list of employees opens.
  2. Search for the desired employee by using filters and the search box at the top of the list.Inventory permissions and roles for subscribers

  3. Select the required inventory role in the Apply Inventory Roles column. Based on the inventory role you pick, the corresponding set of permissions gets automatically selected in the Inventory Permissions column.

    Tip

    In the Inventory Permissions column, you can select additional or remove unnecessary permissions if needed.

    Assigning inventory roles and permissions for a subscriber user

  4. Click Save in the Actions column. The employee is successfully assigned the inventory role and permissions.



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