Basic Permissions - User Permissions Index

    Basic Permissions - User Permissions Index


    Article summary

    Basic Permissions

    Basic Permissions are visible on each User's page, or assignable as part of Permission Groups. A separate article covers Advanced Permissions. To manage permissions, see the general User Permissions page.

    Export: CSV

    Option to select whether or not a User is able to export CSV files from data stored in Steelhead (found under Export Permissions).

    Write: Domain Settings

    Controls whether the user has access to change the options in the Domain Settings page on the Homepage. Domain Settings is where you will find a wide assortment of Management options from hiding the camera for all users to setting a default template for emails.

    Write: Financials

    Controls whether the user is permitted to edit financial data (PTO allocations, order pricing, payroll etc.)

    Write: Planning

    Controls whether the user is able to use the Capacity Planning page on the Homepage to book Treatments at different Stations, like ovens, primers, blasting machines, and more.

    Rack Permissions:

    To be able to define rack types/quantities on a part number, the permission "write:planning" should be on.

    Write: Process Nodes

    Controls whether the user can operate, configure, or edit the nodes in the Processes page on the Homepage. These Nodes are arranged in a visual Process Tree for optimal analysis.

    Process Permissions:

    Additionally, permission to make changes to the process tree can be enabled with "write: process nodes"

    Write: Products

    Controls whether the user is able to create, archive, or edit items on the list in the product categories page on the Homepage.

    Write: Quality

    Controls whether the user can edit the variety of items in the Quality Management dashboard. This includes things like Parts on Hold, Nonconformance Reports, Corrective Action Reports, and Return Merchandise Authorizations.

    Write: Reporting

    Controls whether the user is able add and edit Reports on various features such as Orders, Invoices, Customer Contacts, and Quotes.

    Write: User Permissions

    Controls whether the user is able to edit the checkboxes on the User Permissions page itself.


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