Security Tab

The Security tab enables agencies to authorize which users can control warehouse inventories or pull assets from a warehouse for a work order. The tab displays a list of employees from the Work Flow Setup > Employees module and their permissions for the current warehouse.

Note: This feature works only when the Use Parts Warehouse Security option is enabled via the Work Options > Parts Integration tab.

Note: If a user doesn't have one of these permissions, he or she cannot use the warehouse for any purpose.

A sample of the Security grid appears below. Sort records in each grid by clicking on the headings. An up or down arrow (highlighted in orange below) indicates whether data appear in ascending or descending order.

Right-click in the grid and select Add Record. The following pop-up appears:
Select an Employee (required). Click on the field name or press F9 within the field for a list of employees from the Work Flow Setup > Employee module.
Select a Security level. Click on the field name or press F9 within the field for a list of options.
Save and close the record.

To streamline the process of establishing Warehouse security, administrators can copy Employees' records and their Permissions from one Warehouse record to another.

Right-click in the grid and select Replicate Warehouse Employee's Links. The following pop-up appears:
Click on a Warehouse in the list and click Select. The Employees and Permissions from the other warehouse are copied to the Security grid for the current warehouse.

Right-click in the grid and select Add Multiple Employees. The following pop-up appears:
Select one or more Employees and click Select. All of the selected records will be added to the grid.

Select one or more Employees in the grid.
Right-click and select Set Employee Security. The following pop-up appears:
Choose a Security Level from the drop-down box and click Select. The security settings are updated for all selected employees.

Full Access	Gives a user full control over a Warehouse. The user can update a Warehouse record in the Warehouse module and disperse parts to work orders.
WO Only	Allows the user to only access the warehouse through the Work Order modules. The user can disperse parts to a work order and return them to the warehouse, but they cannot access the Warehouse record within the Warehouse module.

	Replicate Warehouse Employee's Links	Copies security permissions from another Warehouse record.
	Add Multiple Employees	Enables users to select and add multiple Employee records to the grid at once.
	Set Employee Security	Sets the Security field for all selected Employee records.