Inventory Permissions Reference
This page is the full Inventory permission list in one place.
Controls access to stock records, warehouses, containers, prep sheets, and subhire.
| Permission | What it allows |
|---|---|
| Access Inventory | Access the Inventory module |
| View Items | View inventory item records |
| Create Items | Create new inventory items |
| Edit Items | Edit existing inventory item details |
| Delete Items | Delete inventory items |
| View Cost | View cost and valuation information on inventory items |
| Edit Cost | Edit cost and valuation information on inventory items |
| Check Out Items | Check out inventory items to a project or user |
| Check In Items | Check in inventory items returning from use |
| View Movement Log | View the movement history log for inventory items |
| Manage Warehouses | Create, edit, and manage warehouse locations |
| Manage Categories | Create, edit, and manage item categories |
| Export Data | Export inventory data to CSV or other formats |
| Generate Reports | Generate inventory reports and analytics |
| View Repair Log | View the repair and maintenance log for inventory items |
| Add Repair Log Entries | Add entries to the repair and maintenance log |
| Manage Ships-With | Manage ships-with groupings that define what items travel together |
| View Prep Sheets | View prep sheets attached to projects or warehouses |
| Manage Prep Sheets | Create, edit, and manage prep sheets |
| Scan Prep Sheets | Use barcode scanning to action items on a prep sheet |
| View Container Contents | View the contents of containers and cases |
| View Container History | View the packing and movement history of a container |
| Manage Containers | Create, edit, and manage containers and cases |
| Pack Containers | Pack and unpack items into containers |
| View Linked Inventory | View inventory shared from linked companies |
| Manage Company Links | Manage links to other companies for shared inventory access |
| Use Shared Library | Use items from the shared inventory library |
| Create Subhire Requests | Create a subhire request to hire equipment from an external source |
| Manage Subhire | Manage and action subhire requests |
| Manage Subhire Sources | Add and manage subhire source companies |
| Manage Inventory Permissions | Manage Inventory-specific permission settings |
PAT Testing
PAT testing permissions are part of the Inventory module.
| Permission | What it allows |
|---|---|
| View PAT Dashboard | View the PAT testing dashboard and summary statistics |
| View PAT Tests | View PAT test records for inventory items |
| View PAT Profiles | View PAT testing profiles and retest schedules |
| Record PAT Test | Record a new PAT test result against an item |
| Edit PAT Test | Edit an existing PAT test record |
| Delete PAT Test | Delete a PAT test record |
| Edit PAT Item Fields | Update PAT-related fields on an inventory item |
| Manage PAT Profiles | Create and manage PAT testing profiles and retest schedules |
| Export PAT Data | Export PAT test data for compliance records |
| Import PAT Tests | Import PAT test data in bulk |