Permissions

This page will outline each permission and where in the system the permission applies. To access these options and assign users different permissions use the main navigation bar at the top of the screen and go to: Administration -> Users -> Manage Users

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.