{"id":1417,"date":"2024-11-23T04:58:27","date_gmt":"2024-11-23T04:58:27","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/4847157544989-inventory-access-rights\/"},"modified":"2026-03-18T13:26:59","modified_gmt":"2026-03-18T13:26:59","password":"","slug":"4847157544989-inventory-access-rights","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/4847157544989-inventory-access-rights\/","title":{"rendered":"Inventory access rights"},"content":{"rendered":"\n<p><span style=\"font-weight: 400;\">The <a href=\"https:\/\/alteg.io\/support\/support\/en\/knowledge-base\/categories\/inventory\/\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>Inventory<\/strong><\/a> section <\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>contains information about <strong>products and consumables, their sales, and current stock levels;<\/strong><\/li>\n\n\n\n<li>lets you view and <strong>manage product movements: purchases, sales, write-offs, and transfers between inventories.<\/strong><\/li>\n<\/ul>\n\n\n\n<p>Here you can also <strong>restrict access to reports:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>by specific transaction types (receipt, sale, services provided, or write-off);<\/li>\n\n\n\n<li>by management level: transferring items between inventories, creating\/editing transactions, deleting transactions;<\/li>\n\n\n\n<li>to viewing reports only in the web interface or exporting them to Excel spreadsheets.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Setup examples<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A professional works in the company with their own materials, tracks them, and purchases them independently. In this case, they can create\/edit receipt and write-off transactions. Give them access to the inventory stock balance report so they can restock materials on time, and allow Excel export if they plan to do custom sorting in these reports.<\/li>\n\n\n\n<li>If the professional should see only consumables information, you can grant access only to the consumables inventory and not grant access to the inventory with products intended for sale.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Setup<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong> Team<\/strong> > <strong>Team members list<\/strong> (Administration mode), select the required team member, and open the <strong>Access<\/strong> tab.<\/li>\n\n\n\n<li>Find the required permission block and enable it using the toggle, then click the Inventory block name and turn on the specific permissions you want to grant to the team member.<\/li>\n\n\n\n<li>To save changes, click <strong>Save<\/strong> in the bottom-right corner.<br><br><\/li>\n<\/ol>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d626fecd7f0&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d626fecd7f0\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"550\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-15-at-13.15.40-1024x550.png\" alt=\"\" class=\"wp-image-210676\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-15-at-13.15.40-1024x550.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-15-at-13.15.40-300x161.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-15-at-13.15.40-768x412.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-15-at-13.15.40-1536x825.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-15-at-13.15.40-2048x1100.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-15-at-13.15.40-360x193.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-15-at-13.15.40-1568x842.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">More about each permission<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Access to all inventories \/ Access only to selected inventories<\/strong><\/li>\n<\/ol>\n\n\n\n<p>Allows the team member to view data for all location inventories or only selected ones.<br>To restrict access, select <strong>Access only to selected inventories<\/strong> and choose the required inventories from the dropdown list.<\/p>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li><strong>View product\/consumable prime cost<\/strong><\/li>\n<\/ol>\n\n\n\n<p>Check this option so the team member can see the prime cost of products and consumables.<br>If unchecked, cost will be hidden.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d626fece97a&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d626fece97a\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"150\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-15-at-13.24.57-1024x150.png\" alt=\"\" class=\"wp-image-210706\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-15-at-13.24.57-1024x150.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-15-at-13.24.57-300x44.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-15-at-13.24.57-768x112.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-15-at-13.24.57-1536x225.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-15-at-13.24.57-2048x299.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-15-at-13.24.57-360x53.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-15-at-13.24.57-1568x229.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li><strong>View product movements<\/strong><\/li>\n<\/ol>\n\n\n\n<p>This is the core permission that opens access to a large set of inventory operations.<br>Specify the period for viewing product movements (inventory operations).<br>You can choose: <strong>1 day to 6 months<\/strong>, <strong>no limits<\/strong>, or completely block viewing past days.<\/p>\n\n\n\n<p><strong>Transfer items between inventories<\/strong> \u2014 allows the team member to process transfers between inventories.<\/p>\n\n\n\n<p><strong>Create product transactions<\/strong> \u2014 allows creating write-off inventory operations (this permission alone is not enough to process product sales and item flow).<\/p>\n\n\n\n<p>Here, choose how far back the team member can create inventory operations (<strong>1 day to 6 months<\/strong>, <strong>no limits<\/strong>, or <strong>restrict past days<\/strong>).<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Record goods receipt<\/strong> \u2014 allows creating receipt inventory operations.<\/li>\n\n\n\n<li><strong>Record product sales<\/strong> \u2014 allows creating product sale inventory operations.<\/li>\n<\/ul>\n\n\n\n<p><strong>Edit product transactions<\/strong> \u2014 allows editing write-off inventory operations (editing sales and receipt operations requires a separate permission). Choose how far back the team member can edit existing operations.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Record goods receipt<\/strong> \u2014 allows editing goods receipt operations.<\/li>\n\n\n\n<li><strong>Record product sales<\/strong> \u2014 allows editing product sale inventory operations.<\/li>\n<\/ul>\n\n\n\n<p><strong>Delete product transactions<\/strong> \u2014 allows the team member to delete any inventory operations.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Export product movements to Excel<\/strong><\/h4>\n\n\n\n<p>Allows exporting all or selected inventory operations to Excel.<br>To restrict export, select <strong>Access only to selected transaction types<\/strong> and choose the required types.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Inventory count access<\/strong><\/h4>\n\n\n\n<p>Allows the team member to view existing inventory counts in <strong>Inventory &gt; Inventory count<\/strong>.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Access to create and edit inventory counts<\/strong><\/h4>\n\n\n\n<p>Allows creating and editing inventory counts.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Access to delete inventory counts<\/strong><\/h4>\n\n\n\n<p>Allows deleting inventory counts.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Export inventory counts to Excel<\/strong><\/h4>\n\n\n\n<p>Allows exporting inventory counts to Excel.<\/p>\n\n\n\n<p><strong>Access to the Inventory Balance Report<\/strong> \u2014 allows viewing the balance report in <strong>Products > Reports > Inventory Balances, or Reports > All Reports > Inventory > Inventory Balances.<\/strong><br><br><strong>Access to exporting the Inventory Balance Report to Excel<\/strong> \u2014 allows exporting balances to Excel.<\/p>\n\n\n\n<p><strong>Access to the Sales Report<\/strong> \u2014 grants access to the sales analysis report in <strong>Products > Reports > Sales Analysis, or Reports > All Reports > Inventory > Sales Analysis<\/strong>.<br><br><strong>Access to exporting the Sales Report to Excel<\/strong> \u2014 allows exporting the sales report to <strong>Excel.<\/strong><\/p>\n\n\n\n<p><strong>Access to the Consumables Write-off Report<\/strong> \u2014 allows viewing material consumption analysis in <strong>Products > Reports > Material Consumption Analysis, or Reports > All Reports > Inventory > Material Consumption Analysis.<\/strong><br><br><strong>Access to exporting the Consumables Write-off Report to Excel<\/strong> \u2014 allows exporting this report to <strong>Excel<\/strong>.<\/p>\n\n\n\n<p><strong>Access to the Product Write-off Report <\/strong>\u2014 grants access to the product write-off analysis report in <strong>Products > Reports > Product Write-off Analysis, or Reports > All Reports > Inventory > Product Write-off Analysis.<\/strong><br><br><strong>Access to exporting the Product Write-off Report to Excel<\/strong> \u2014 allows exporting the report to <strong>Excel.<\/strong><\/p>\n\n\n\n<p><strong>Access to the Inventory Turnover Report <\/strong>\u2014 allows viewing the inventory turnover report in:<strong> Products > Reports > Turnover Analysis and Reports > All Reports > Inventory > Turnover Analysis.<\/strong><br><br><strong>Access to exporting the Inventory Turnover Report to Excel<\/strong> \u2014 allows exporting the report to<strong> Excel.<\/strong><\/p>\n\n\n\n<p><strong>Access to product management<\/strong> \u2014 grants access to <strong>Products > All Products for viewing<\/strong>. Additional permissions are required for full management.<br><br><strong>Access to creating products<\/strong> \u2014 allows the team members to create new products.<br><br><strong>Access to editing products <\/strong>\u2014 allows editing products. Access can be limited to specific fields: <strong>name, SKU, barcode, category, sale price, cost price, units of measurement, desired and critical stock levels, weight, comment.<\/strong><br><br><strong>Access to archiving and restoring products<\/strong> \u2014 allows archiving products and restoring them.<br><br><strong>Access to deleting products<\/strong> \u2014 allows deleting products from <strong>Products > All Products.<\/strong><\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>Important<\/strong><br><br>Deleted products cannot be restored.<\/p>\n<\/blockquote>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d626fed00b1&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d626fed00b1\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"689\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-09-at-17.10.36-1024x689.png\" alt=\"\" class=\"wp-image-272245\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-09-at-17.10.36-1024x689.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-09-at-17.10.36-300x202.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-09-at-17.10.36-768x517.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-09-at-17.10.36-1536x1034.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-09-at-17.10.36-2048x1379.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-09-at-17.10.36-360x242.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-09-at-17.10.36-1568x1056.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>The Inventory section Here you can also restrict access to reports: Setup examples Setup More about each permission Allows the team member to view data for all location inventories or only selected ones.To restrict access, select Access only to selected inventories and choose the required inventories from the dropdown list. Check this option so the&hellip; <a class=\"more-link\" href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4847157544989-inventory-access-rights\/\">Continue reading <span class=\"screen-reader-text\">Inventory access rights<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[48],"doc_tag":[2101,2029,1579,1357],"class_list":["post-1417","docs","type-docs","status-publish","hentry","doc_category-user-access-rights","doc_tag-excel-actions-en","doc_tag-inventory-en","doc_tag-products-en","doc_tag-team-member-en","entry"],"aioseo_notices":[],"year_month":"2026-04","word_count":831,"total_views":"500","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"ivan.k","author_nicename":"altegio","author_url":"https:\/\/alteg.io\/en\/author\/altegio\/"},"doc_category_info":[{"term_name":"User access rights","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/categories\/user-access-rights\/"}],"doc_tag_info":[{"term_name":"Excel Actions","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/excel-actions-en\/"},{"term_name":"Inventory","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/inventory-en\/"},{"term_name":"Products","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/products-en\/"},{"term_name":"Team Member","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/team-member-en\/"}],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1417","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/comments?post=1417"}],"version-history":[{"count":4,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1417\/revisions"}],"predecessor-version":[{"id":302803,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1417\/revisions\/302803"}],"wp:attachment":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/media?parent=1417"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_category?post=1417"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_tag?post=1417"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}