Versions Compared

Old Version 1

changes.mady.by.user Anastasia Troichuk (Unlicensed)

Saved on

compared with

New Version Current

changes.mady.by.user Lamont Eddins

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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.

Section


Column
width25%20%

List of inventory roles for subscribersImage Modified


Column
width50%85%
  • 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 Removed

Inventory PermissionsImage Added


Section


Column
width50%
  •  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. 
  •  Parts Purchasing: Allows for purchasing of parts with a NTE amount to increase and maintain stock levels in inventory. 


Column
width50%
  •  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. 

Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
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 subscribersImage Removed
    Selecting Inventory PermissionsImage Added

  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.



Live Search
spaceKeySCU
additionalpage excerpt
placeholderSearch our Knowledge Base
typepage

Panel
titleColor#ffffff
titleBGColor#5fa7d0
borderStylegroove
titleIn this Article

Table of Contents
maxLevel3
minLevel2
indent20px

Image RemovedImage Added

Panel
titleColorwhite
titleBGColor#75a346
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max8
showSpacefalse
sorttitle
cqllabel = in ( "label" , "enhanced-inventory" ) and space = currentSpace ( )