Permissions

This page will outline each permission and where in the system the permission applies.

Virtual Office System Location/Navigation:
Administration > Users > Manage Users (Select user from grid and then edit)

Tab Section: Menu Permissions

All permissions under this section relate to the menus in Virtual Office (VO). Activating a permission under this section will give the user access to the menu item. An example of this would be the permission “User Management>>Users” under Administration. Giving a user this permission will give them the menu Administration -> User Management -> Users, when the user logs into VO. Additional permissions may be needed for the menu that is loaded. 

Tab Section: Page Permissions

Each permission under this section corresponds to a specific function inside a menu item. Below is a list of the permissions and how they are applied to each menu item.

Administration

• Add/Edit Users – This permission allows the user to add and edit users when viewing the menu Administration -> User Management -> Users.
• Edit Form Services – This permission allows users when editing Administration -> Order Lab Tests to add services to the lab test.
• Place Orders – This permission allows users to create when editing a quote. 
• Verify Lab Testing – Not used. Moved to Menu Permissions.
• View Users – This permission allows the user to view all users in the system.

Batch Testing (Inventory -> Quarantine List -> Lab Testing)

• Add/Edit Tests – This permission allows the user to add and edit tests.
• Lab Testing – This permission allows the user to perform lab testing.
• QA Release – This permission allows the user to mark a batch as needing to be QA Released.
• QC Review – This permission allows the user to mark a batch as needing to be QC Reviewed.
• Ready To Release – This permission allows the user to mark a batch as ready to release.

Batches

• Batch Exception – This permission allows the user to
• Batch Trace – This permission allows the user to
• Edit Batch – This permission allows the user to edit the batches details from the menu Inventory Batches -> View Batches -> View Batch button. 
• Lock/Unlock Batches – This permission allows the user to

Customer (Customers ->Customer Management)

• Can Edit Address – This permission allows the user to edit a customers address.
• Can Edit Contacts – This permission allows the user to edit a customers contacts.
• Can View/Edit Customer – This permission allows the user to edit a customer.
• Customer View/Attach Files – This permission allows the user to add files to a customer.

Cycle Count

• View Cycle Count – Not used. Moved to Menu Permissions.

Finished Goods Testing

• Conditional Release – This permission allows the user to
• QA Release – This permission allows the user to
• QC Review – This permission allows the user to
• Released – This permission allows the user to

Inventory Management

• Change Component Review Status –
• Edit Ingredient – This permission allows the user to
• Mark Batch Re-test – This permission allows the user to
• Quarantine Inventory – This permission allows the user to
• View Ingredient – This permission allows the user to

Note

• Add Notes – This permission allows the user to
• Edit Notes – This permission allows the user to

*Note Categories

• ~!@#$%^&*()_+-= Category – This permission allows the user to
• Accounting Category – This permission allows the user to
• newCategory Category – This permission allows the user to
• Shipping Category – This permission allows the user to
• Warehouse Category – This permission allows the user to

Orders

• Add MMR – This permission allows the user to
• Add Production Record – This permission allows the user to
• Close Order – This permission allows the user to
• Complete Order – This permission allows the user to
• Delete MMR – This permission allows the user to
• Delete Order – This permission allows the user to
• Delete Production Record – This permission allows the user to
• Edit MMR – This permission allows the user to
• Modify Finalized BPR – This permission allows the user to
• Production Record Approval – This permission allows the user to
• View Pending Orders – This permission allows
• View Production Record – This permission allows the user to

PO System

• Can Edit Vendor – This permission allows the user to
• Can Edit Vendor Address – This permission allows the user to
• Can View/Edit Vendor – This permission allows the user to
• Edit Company PO’s – This permission allows the user to
• Vendor View/Attach Files – This permission allows the user to
• View Company PO’s – This permission allows the user to
• View PO Notes – This permission allows the user to

Quote Permissions

• Activate Quote Version – This permission allows the user to
• Add/Edit Quotes – This permission allows the user to
• Change Quote Containers – This permission allows the user to
• Create Quote – This permission allows the user to
• Delete Quote – This permission allows the user to
• Final To R&D – This permission allows the user to
• R & D – This permission allows the user to
• R&D to Final – This permission allows the user to
• See All Quotes – This permission allows the user to
• See Pricing – This permission allows the user to
• View Delete Quotes – This permission allows the user to
• View Everyones Quotes – This permission allows the user to
• View Pending Quotes – This permission allows the user to

Section: Scanner Permissions

• Add Cleaning – This permission allows the user to
• Approve Maintenance – This permission allows the user to
• Cycle Count – This permission allows the user to
• Fulfillment Cycle Count – This permission allows the user to
• Fulfillment Cycle Count – Customer – This permission allows the user to
• Fulfillment Cycle Count – Location – This permission allows the user to
• Fulfillment Cycle Count – Lot – This permission allows the user to
• Fulfillment Cycle Count – Manual – This permission allows the user to
• Fulfillment Location Inventory – This permission allows the user to
• Fulfillment Orders – This permission allows the user to
• Fulfillment Orders – Pull – This permission allows the user to
• Fulfillment Orders – Ship – This permission allows the user to
• Fulfillment Receiving – This permission allows the user to
• Fulfillment Recieve – By BPR – This permission allows the user to
• Fulfillment Recieve – By Lot – This permission allows the user to
• Fulfillment Recieve – Manually – This permission allows the user to
• Fulfillment Recieve – Release – This permission allows the user to
• Fulfillment Warehouse – This permission allows the user to
• Location Inventory – This permission allows the user to
• Manage Batch – This permission allows the user to
• Move Document – This permission allows the user to
• Move Equipment – This permission allows the user to
• Production – This permission allows the user to
• View Maintenance Schedule – This permission allows the user to
• Warehouse – This permission allows the user to

Section: Customers

This section allows a person to assign what customers the VO user can have access to. If a person selects specific customers, then the customer a user can see will be limited in the following menu items.

• Customers -> Customer Management
• Customers -> View Quotes
• When creating a quote, the list of available customers will be limited.
• When creating an MMR, the customer list will be limited.