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.
There are four roles in Service Automation that give employees access to Inventory Manager.
- 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.
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.
- Click the hamburger menu in the upper-left corner, and select Admin > Inventory > Subscriber Permissions. The list of employees opens.
- Search for the desired employee by using filters and the search box at the top of the list.
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.
In the Inventory Permissions column, you can select additional or remove unnecessary permissions if needed.
- Click Save in the Actions column. The employee is successfully assigned the inventory role and permissions.
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