Scope operational access
Assign roles and warehouse or branch scope to match a team member’s responsibilities.
Access & accountability
The right workspace for each role.
Manage users, roles, branch and warehouse access, approval steps, and audit history from a shared administration workspace.
See the application
Separate approval steps
Use the approval actions in purchasing, transfers, adjustments, and counts to make workflow decisions explicit.
Review recorded changes
Audit records help administrators investigate who performed an operation and which record it affected.
IN PRACTICE
How the workflow fits together.
- Create users and assign their roles.
- Set the relevant branch and warehouse access.
- Review approvals and recorded activity.
How does warehouse-scoped access work?
A user’s role and assigned scope determine the operations and warehouse records they can access. Administrators configure these permissions and review recorded activity in audit logs.