Frontline Inventory & Help Desk Management

Limit Permissions for a Site User

Only Administrative Administrators can limit access rights to site level users. Restrictive permissions can be set for the following areas: Tags, Catalog, Purchasing, Rooms, Site Transfers, Staff, and Students. The default for site level users is to allow all available permissions.

  1.  Navigation:
  2. Admin View
  3. Quick Links
  4. Users

If permissions have been restricted, the respective site level user will commonly see a grayed navigation icon or the feature will be hidden from their view. Mousing over the grayed icon displays the phrase "Disabled by System Administrator."

Limit Permissions per Site Level User

This allows the Administrative Administrator to modify individual user permissions after the default View and Role have been applied.

  1. Under Management Quick Links, click Users.
  2. Search for the respective site level user.
  3. On the user’s row, click UserPermission.png Modify User Permissions. The Modify Permissions window opens.
  4. If desired, select the respective Permission Template or select/deselect the respective permission settings for the user. See the table below for a description of each permission setting.
  5. Click save.png Save. The product is added to the catalog.
  6. Click close.png Close to close the Modify Permissions window.
Site Pages View Access Add/Edit Misc.
Tags n/a

If Edit is deselected, the site level user will not be allowed to:

  • Edit tag details
  • Edit tag funding information
  • Edit product information

If Remove Tag from an Order is deselected, the user will not be able to remove an asset from a Purchase Order.

Product Catalog If View Access is deselected, the respective site-level user will see "Products" grayed out in the Catalog drop-down menu. n/a n/a
Parts Catalog If View Access is deselected, the respective site-level user will see "Parts" grayed out in the Catalog drop-down menu.

If Add/Edit is deselected, the site level admin/user will not be allowed to:

  • Add part items
  • Edit part items

If following are deselected, the site level admin/user will not be allowed to:

  • Add/Remove Parts Inventory (Qty)
  • Associate Products
  • Add Parts from Catalog to Site
Purchasing If View Access is deselected, then all other options in that category are also deselected and the respective site level user will see a grayed Purchasing icon on the navigation bar.

If Add/Edit is deselected, the site administrative level user will not be allowed to: 

  • Add a purchase order
  • Edit an existing purchase order's details
  • Close a purchase order
  • Add a product to a purchase order
  • Delete a product from a purchase order
n/a
Rooms If View Access is deselected, then all other options in that category are also deselected and the respective site level user will see a grayed Rooms icon on the navigation bar. 

If Add/Edit is deselected, the site level user will not be allowed to:

  • Add a new room
  • Edit an existing room
  • Initialize room inventory
  • Add an audit
  • Edit an audit
  • Manipulate anything in Room Audit Details (perform an Action on a tag, Close & Wrap Up an audit, or Delete an audit)

If Quick Collect is deselected, the site level user will not be allowed to:

  • Perform a Quick Collect from the Quick Links section
  • Collect from the inventory of a staff member on the Staff grid
  • Collect from the inventory of a student on Students grid
  • Collect from Tag/Serial Search
Site Transfers n/a

If Initiate/Receive Site Transfers is deselected, the site level user will not be allowed to:

  • Perform Site to Site transfers
  • Receive Site to Site transfers
n/a
Staff If View Access is deselected, then all other options in that category are also deselected and the respective site level user will see a grayed Staff icon on the navigation bar. 

If Add/Edit is deselected, the site level user will not be allowed to:

  • Add a new staff member
  • Edit an existing staff member
  • Open/edit grade management window
  • Open/edit staff type management window

If Issue to Staff is deselected, the site level user will not be allowed to: 

  • Issue the Staff from the Quick Links section
  • Issue inventory from a staff member's account on the Staff grid
Students If View Access is deselected, then all other options in that category are also deselected and the respective site level user will see a grayed Students icon on the navigation bar. 

If Add/Edit is deselected, the site level user will not be allowed to:

  • Add a new student
  • Edit an existing student
  • Open/edit grade management window
  • Assess a charge to a student
  • Edit an existing charge
  • Process a charge payment
  • Void a charge
  • Void a charge payment
  • Refund a charge payment

If Issue to Students is deselected, the site level user will not be allowed to:

  • Issue to students from the Quick Links section
  • Issue inventory from a student's account on the Students grid