Inventory Management comes with 5 user permissions. You will need to be a member of the built-in Administrator group to assign Inventory Management permissions to users.
The following are the permissions.
Permission | Capabilities |
Check in inventory items | Check in inventory-tracked items from POs and the Inventory page |
Check out inventory items | Check out inventory-tracked items and reserve for projects |
Manage inventory | Remove inventory-tracked items from Inventory Management, edit details of inventory-tracked items, and the capabilities with the “Adjust inventory” permission |
Adjust inventory | Adjust on-hand quantity and move inventory-tracked items across inventory locations |
Import and export inventory items | Import inventory-tracked items in CSV files and export inventory-tracked item details in CSV files. |
By default, these permissions are not assigned to any of the custom user groups. For built-in user groups, some permissions are assigned automatically based on the role of the group.
To assign one or more permissions to a custom user group, go to "Settings > Account > Users & Permissions," click the custom user group, scroll down to the Inventory permissions, and toggle the required permissions to ON.
To adjust the permissions for a built-in user group, click the group, then scroll down to Inventory permissions and toggle the required permissions to ON or OFF.