• Setting entity permissions: Overview
  • Text Guide
    • Navigating to the relationships page
    • Setting permissions

Setting entity permissions: Overview

Once an entity has been created and relationships have been set up, permissions can be provided to control the extent of visibility and control that related entities have between each other. The following permissions can be provided for an entity:

  • None: not have any permission on any of its vendors and customers
  • View inventory: view the inventory of all its vendors and all its customers
  • Manage inventory: manage the inventory of all its vendors and all its customers, by creating transactions & orders on their behalf

Allowing these permissions provide visibility of stock throughout the supply chain for facility managers. 


Navigate to the Entities page

  1. Click on the Setup tab on the main menu
  2. Select the Entities sub-tab from the options on the drop-down list

Prior to setting permissions, ensure that the customer and vendor relationships have already been setup

Setting permissions

  1.  Click on the entity name whose permissions need to be set

  2. Click on the Relationships tab
  3. Click on the Set permissions button
  4. The permissions that are currently set for the selected entity with its Customers and Vendors will be displayed 
  5. Click on the dropdown next to Customers 
  6. Select the type of permission to be provided from the dropdown
  7. Similarly, click on the dropdown next to Vendors and select the type of permission to be provided 
  8. Click on the Save button to set these permissions
  9. A confirmation message will be displayed confirming that the permissions have been successfully updated