Minimum rights required to confirm an inventory registration

February 16, 2022


This guide covers:
Minimum user group settings required to confirm an inventory registration
How to make a user group with minimum rights to confirm an inventory registration
How to add a user into a user group, and how to grant them access to a specific store location.

Minimum user group settings required to confirm an inventory registration

Below are the minimum user group settings required to confirm an inventory registration:
All settings should be left blank or unchecked, except for the following:

This user group can access section:

Back office: Checked off

Main Modules section:

Reports: Checked off

Product catalog: View: All

Suppliers: View: All

Inventory Registrations: View: All Add: Checked off Edit: Added by myself

Also 

Create a user group with rights to confirm an inventory registration

First, you must make a new User Group where your minimum rights employees will be placed.
In the back office, navigate to the Settings module and select User groups.
Click New to create a new user group.
From here, you can name the user group and define its levels of access. Ensure Erply back office is checked off. 
If needed, you can define additional user rights for specific back office actions in the Main Module section as noted above. Save your user group when you’re done.

 

Need to add a new employee? Check out our guides on adding an employee and creating a user to ensure they can confirm an inventory registration.
Using these steps, you can add the new employee into your new user group.

Granting employees rights to confirm an inventory registration

Click the Settings module and select Users.
Click on the user that you want to grant access to confirm an inventory registration. Find the User groups field and select your newly created user group.
Scroll down to the User information section. Be sure to check off boxes next to every store location you’d like the employee to have access to confirm inventory for.
Press the Save button to save these changes.