Managing supply roles & capabilities

Summary

In the Supplies Module, you can control what specific actions users are allowed to perform by managing their roles and capabilities. This guide explains how to update existing roles, create new ones, and assign users accordingly.

Instructions

To manage inventory permissions, go to Settings → Supplies → Roles and Capabilities. By default, two roles are available: Inventory Admin and Inventory User. Admins can access all features, while Users are typically limited to logging counts and viewing reports. You can edit these roles, enable additional permissions like logging usage events, or create new custom roles as needed. You can also batch assign users to a specific role for easier management.

Step-by-step directions

1. From the navigation panel, go to Settings → Supplies → Roles and Capabilities.

2. Review the two default roles:

   • Inventory Admin – Has full access to the module.

   • Inventory User – Limited to logging inventory counts and viewing logs and reports.

3. To customize a role:

   • Click the Edit button next to the role name.

   • Select or deselect the capabilities you'd like to enable for that role (e.g., Usage, Usage Transfer, Transfer from Vendor, etc.).

   • Click Save.

4. To create a new role:

   • Click the Add Role button in the upper right corner.

   • Name the role, select the desired capabilities, and click Save.

5. To assign users to a role:

   • Click the dropdown arrow next to the role name and select Assign Users.

   • Check the boxes next to the users you want to assign to that role.

   • Click Save.

If you need help deciding which permissions to enable or would like help setting up custom roles, contact help@pstrax.com.