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

1. On the header bar, expand the hamburger menuand select Configuration.

2. 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.

3. 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

4. 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.