FTM Provider Permissions

Owned by Anastasia Troichuk (Unlicensed)
Last updated: Oct 24, 2023 by Lamont Eddins

You have the ability to grant inventory permissions to your FTM internal providers who deal with your inventory in the ServiceChannel Provider mobile app. This allows you to control who can update inventory data and what inventory data can be modified.FTM Provider Permissions

Inventory Permissions for FTM Internal Providers

Here are the permissions you can set:

  • View Stock: Allows providers to view stock records. This permission is enabled by default for all of your providers.

    A stock record includes information (part name, number, type, available quantity, etc.) on a particular part that is on hand at your inventory location.

  • Create Stock: Empowers providers to add new stock records to inventory locations.

  • Modify Stock Properties: Permits providers to update existing stock records except for the part quantity on hand.
  • Stock Adjustments Audit: Grants the ability to edit the part quantity that is on hand at a location.
  • Create Transfers: Enables technicians to create transfers via the SC Provider mobile app.  
  • Receive Inventory: Enables technicians to mark inventory transfer items as received via the SC Provider mobile app.
  • Parts Purchasing: Grants permission to technicians for parts purchasing with a NTE amount to increase and maintain inventory. 

Please note that the list of available permissions may vary based on the set of inventory features enabled for your company.

Assigning Inventory Permissions to FTM Providers

Check the steps below to learn how you can grant your FTM internal providers the ability to manage inventory via the SC Provider.

⦿ How to Assign Inventory Permissions to Providers
  1. Click the hamburger menu in the upper-left corner, and select Admin > Inventory Permissions > Providers. The list of all your providers opens.

  2. Find the desired provider on the list using the available filters. You can find providers either by their company name or ID.

  3. To the right of the provider name, select the checkbox from the desired columns with permissions:

    • View Stock
    • Create Stock
    • Receive Inventory
    • Modify Stock Properties
    • Create Transfers
    • Stock Adjustments Audit
    • Parts Purchasing 
    • NTE Amount for Parts Purchasing 

The provider is assigned inventory permissions. When they access the Inventory module in ServiceChannel Provider, they can perform actions based on the permissions given to them.

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