Permissions

*Not Complete*

Under Administration -> User Management -> Users menu a person can assign the users different permissions. The following is a list of each permission and where in the system the permission applies.

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. 

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.
• Add/Edit/Delete Invoices – This permission allows users to add, edit and delete invoices under the menu item Administration -> Invoicing.
• Component Categories – This permission allows users to edit the component categories under Administration -> Configuration -> Component Categories.
• Edit Form Services – This permission allows users when editing Administration -> Order Lab Tests to add services to the lab test.
• Email Settings – Not used. Moved to Menu Permissions.
• Hold Overage Notifications – Not used. Moved to Menu Permissions
• Job Types – Not used. Moved to Menu Permissions.
• Modify Product Categories – Not used. Moved to Menu Permissions.
• Place Orders – This permission allows users to create when editing a quote. 
• Research & Development – Not used. Moved to Menu Permissions.
• Sieves Sizes – Not used. Moved to Menu Permissions.
• Storage Locations – Not used. Moved to Menu Permissions.
• Verify Lab Testing – Not used. Moved to Menu Permissions.
• View Calendar – Not used. Moved to Menu Permissions.
• View Hold/Hand Amount – This permission allows users to view the on hand and on hold amounts in Inventory -> Ingredients.
• View Invoices – Not used. Moved to Menu Permissions.

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

• Edit Batch – This permission allows the user to edit the batches details from the menu Inventory Batches -> View Batches -> View Batch button. 
• Retest Batches – Not used. Moved to Menu Permissions.

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 Products

• Manage Finished Product Inventory– Not used. Moved to Menu Permissions.

Internal Page Permissions

• Access Component Master – This permission allows the user to
• Add/Edit Quotes – This permission allows the user to
• Batch Exception – This permission allows the user to
• Batch Trace – This permission allows the user to
• Bulk Density – This permission allows the user to
• Capsule Batches – This permission allows the user to
• Capsule Ingredients – This permission allows the user to
• Case Insert Batches – This permission allows the user to
• Configuration – This permission allows the user to
• Container Batches – This permission allows the user to
• Cotton Batches – This permission allows the user to
• Customers – This permission allows the user to
• Cut Band Batches – This permission allows the user to
• Desiccant Batches – This permission allows the user to
• Edit Packaging – This permission allows the user to
• Film Batches – This permission allows the user to
• Ingredient Batches – This permission allows the user to
• Ingredient Usage – This permission allows the user to
• Inner Case Batches – This permission allows the user to
• Insert Batches – This permission allows the user to
• Lab Test Types – This permission allows the user to
• Label Batches – This permission allows the user to
• Lid Batches – This permission allows the user to
• Line App – This permission allows the user to
• Master Batches – This permission allows the user to
• Master Case Batches – This permission allows the user to
• Master Case Label Batches – This permission allows the user to
• MFG/EXP Types – This permission allows the user to
• Modify Product Types – This permission allows the user to
• Modify Product Units – This permission allows the user to
• Nitrogen Batches – This permission allows the user to
• Order Alerts – This permission allows the user to
• Quarantine Inventory – This permission allows the user to
• Quote Center Notifications – This permission allows the user to
• Scoop Batches – This permission allows the user to
• Secondary Packaging Label Batches – This permission allows the user to
• Storage Location List – This permission allows the user to
• View All Customer Orders – This permission allows the user to
• View Component Logs – This permission allows the user to
• View Deleted Orders – This permission allows the user to
• View Expiring Batches – This permission allows the user to
• View Pending Orders – This permission allows the user to
• View Pending POs – This permission allows the user to
• View Pending Quotes – This permission allows the user to
• View Price Logs – This permission allows the user to
• View Purchasing Option – This permission allows the user to
• View Users – This permission allows the user to

Inventory Management

• Close Batch – This permission allows the user to
• Edit Ingredient – This permission allows the user to
• Edit Inventory Sources – This permission allows the user to
• Edit Products – This permission allows the user to
• Manage Label Logs – This permission allows the user to
• Manage Receiving Logs – This permission allows the user to
• Manage Shipping Logs – This permission allows the user to
• Manage Sources – This permission allows the user to
• View Ingredient – This permission allows the user to
• View Inventory Logs – This permission allows the user to
• View Orders By Ingredient On Hold – This permission allows the user to
• View Product Cost – This permission allows the user to

Note

• Add Notes – This permission allows the user to
• Edit Notes – This permission allows the user to
• Manage Note Categories – This permission allows the user to
• View Po Notes – 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
• Lock/Unlock Order – 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 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
• Manage PO Vendors – 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 Report – This permission allows the user to

Quote Permissions

• 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
• MMR – 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 Everyones Quotes – This permission allows the user to

Scanner

• Scanner Management– Not used. Moved to Menu Permissions.

Section: Scanner Permissions

• 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
• Production – 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.