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Track-It! 2020 Release 03 online technical documentation is also available in the following languages:

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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:

    ActionSteps
    To change permissions for a technician
    1. Select Technicians.
    2. On the Technicians page, select a technician.
    3. Click More Actions and click Technician Permissions.
    To change permissions for a group of technicians
    1. Select Groups.
    2. On the Groups page, select a group.
    3. 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:

    ActionPermission
    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:

    ActionSteps
    To change permissions for a technician
    1. In the dialog, click Save.
    To change permissions for a group of technicians
    1. In the dialog, select Reset permissions for all group members.
    2. Click Save.
    3. 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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