Managing permissions for the Purchasing module
Based on the various roles in your organization, you can assign permissions for the Purchasing module to technicians and groups.
To manage permission for the Purchasing module
- On the header bar, expand the hamburger menu and select Configuration.
Click Application Settings and take one of the following actions:
Action Steps To change permissions for a technician - Select Technicians.
- On the Technicians page, select a technician.
- Click More Actions and click Technician Permissions.
To change permissions for a group of technicians - Select Groups.
- On the Groups page, select a group.
- Click More Actions and click Group Permissions.
Click the Advanced Permissions tab, and based on your requirement, assign the appropriate permissions for the Purchase Items and Purchase Order module:
Action Permission View purchase orders in Track-It! View Create purchase orders in Track-It! Create Edit purchase orders in Track-It! Edit Delete purchase orders from Track-It! Delete When finished, take one of the following actions:
Action Steps To change permissions for a technician - In the dialog, click Save.
To change permissions for a group of technicians - In the dialog, select Reset permissions for all group members.
- Click Save.
- When prompted to change permissions for all group members, click OK.
The permission changes are applied the next time the technician logs in.
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