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Admin Portal permissions reference

Admin Portal permissions reference

Read time: ~4 minutes

Applies to: Admin Portal


What you’ll learn

Every Admin Portal permission available in user groups — what it controls and when to enable it.


AP general privileges

These permissions control access to features within Admin Portal.

Permission What it controls
Perform inventory from admin portal Start inventory of an open storage device from Admin Portal
Enable privileges override Override user group settings for individual users
Export Export data to Excel files
Import Import data via Excel files
Manage consignment invoice requests Manage consignment invoice requests — when disabled, automatic invoicing cannot be set up on vendor detail, invoice requests are hidden, and invoice templates cannot be managed
Manage integrations Set up ERP sending interfaces, generate/read API keys, and manage integrations to third-party systems
Run tasks Manually start periodic system tasks on demand (e.g., recalculation of access rights or reporting data generation)
Access event log View the system event log
View item overviews Access Item overview, Serialized items overview, and Picked items locations
Access dashboard View the dashboard on the AP home screen and pin reports to it
ABC classification Access and perform ABC classification of items based on historical consumption
Stock optimization Access and perform stock optimization based on historical consumption and purchasing schedule

AP entity privileges

These permissions control create, read, update, and delete (CRUD) access for specific objects in Admin Portal. Each entity can have up to four permissions:

Permission What it allows
Create Add new records of this entity type
Read View existing records
Update Edit existing records
Delete Remove records

 


AP system settings privileges

These permissions control which tabs in System settings the user can access.

Permission Tab it unlocks
General settings General settings tab
Stock administration Stock administration tab
Purchase Purchase tab
Access control Access control tab (login policies, password rules)
Stock daily use Stock daily use tab
Diagnostics Diagnostics tab

Admin Portal privileges tab showing permission checkboxes
The AP Privileges tab in group management — checkboxes control each permission.


The Administrators shortcut

Enabling the Administrators checkbox on the General information tab grants full access to every AP and SFI feature — it overrides all privilege settings on the AP Privileges and SFI Privileges tabs.

However, data access restrictions still apply to administrators. If a stock, device, report, or vendor is restricted on the Data access tab, administrators cannot see it.

Important: Only grant Administrator status to users who genuinely need unrestricted access. For most roles, configure specific permissions instead.


Take action

Ready to configure these permissions? Go to How to create and configure a user group for the step-by-step guide.


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