Read: Permissions

Features in Steelhead may be restricted or made visible/accessible for any User on the platform. Permissions can be configured on the User Page for each Steelhead User or controlled with Permission Groups.

Individual access to features is controlled through the list of checkboxes on each User's page, accessible by clicking Users in the Workforce Tile of the Homepage, then clicking a User Name to open the page.

In general, "Read" permissions allow a User to view records and data, but are far more restrictive in creating, editing, or deleting data than "Write" permissions are. "Read" and "Write" permissions for one feature are often granted in tandem for Users who need to both view and modify data.

Read: Accounting

Controls whether the User is able to access the Steelhead Accounting module. Allows viewing of Journal Entries, Accounts, Accounting Reports and Statements, Transactions, Accounting integrations, and related data and documents. The "Read" permission does not allow editing of these records.

Read: All Uploaded Files

Controls whether the User is able to view the file management system from the "Uploaded Files" Tile on the Homepage. This system makes the locating, viewing and downloading of files easy, and is useful for retrieving files if their location isn't known with certainty.

Read: Capacity Planning

Controls whether the User is able to use the Capacity Planning Dashboard to oversee Treatments at different Stations. Allows viewing of Work Order capacity and scheduling information to analyze station utilization. View, group, and filter data in multiple formats.
"Read" permission does not allow User to modify Treatment times, Station configurations, or Work Order schedules. Cannot create or modify Routes.
It's a crucial permission for Users who need to monitor and analyze production capacity and scheduling without making changes to the system.

Read: Carriers

Controls whether the User is able to view the Carriers page. This page will show the delivery services employed in transporting parts from your Steelhead-powered company.

Read: Certifications

Controls whether the User is able to access the Certifications (Certs) feature. Certifications show whether worked Parts adhere to Specifications.

Read: Contract Review

Controls whether the User is able to use the Contract Review Tile on the Homepage. This page shows all pending and completed Contract Reviews and also all pending and completed Work Order Reviews.

Read: Custom Reporting

Basic access to Custom Reports and their folders, data, parameters and descriptions. Controls whether the User can view saved queries and reports, view reports in different formats, access report date range functionality, and access report chart schemas and configurations.
Does not allow access to reports that have specific permission requirements.
Does not allow User to create or edit reports, or to modify report permissions.

Read: Customers

Controls whether the User is able to access the Customers Dashboard. Here you can see a list of all the Customers in your Domain, along with related financial records, and access their Contact information along with roles, departments, and more.

Read: Dashboards

Controls whether the User is able to access the Dashboards Tile on the Homepage. The Dashboards page allows summaries of Work Orders at multiple Process Nodes to be viewed from one location.

Read: Domain

Controls whether the User is able to access the Domain Tile on the Homepage. The Domain Settings are where site-wide preferences can be selected, which have a wide range of uses in managing Steelhead.

Read: Insights

Controls whether the User is able to access the Insights configured reports feature. Reports are available on various features such as Orders, Invoices, Customer Contacts, and Quotes.

Read: Inventory

Controls whether the User is able to view the Inventory Dashboard. This page shows the amount and cost of all Parts, Treatment Materials, and other items in use by your company.

Read: Invoicing

Controls whether the User is able to access the Invoicing Dashboard. Bills and Invoices can be viewed, along with Customer and payment information, and related documents such as Sales Orders, Work Orders, and Packing Slips.
The "Read" permission does not allow User to create, edit, or delete Invoices, or to modify payment settings, invoice status, or Accounting integration status.

Read: Labor Rates

Controls whether the User is able to view Labor Rates for all Users in your Domain, and see when those rates became effective.
The "Read" permission does not allow User to create or edit Labor Rates.

Read: Locations

Controls whether the User is able to access the Locations Dashboard. This page will show whatever notations have been designated as Locations of a company using Steelhead. Typically the Locations feature is used for Inventory and workflow control such as categorizing various devices, product storage areas, production equipment, shelves, and boxes to be organized in Steelhead for informational purposes.
The "Read" permission does not allow User to create, edit, or delete Locations, or to change Location assignments.

Read: Maintenance

Controls whether the User is able to view the Maintenance Dashboard. This page is used to track and monitor Maintenance events that may reoccur on a schedule. Allows User to view Maintenance Plans, Nodes, and Events. Allows viewing of Equipment information and Sensor integration.
The "Read" permission does not allow the User to create or edit Maintenance Plans or related records.

Read: Outsourcing

Controls whether the User is able to view the Outsourcing Tile on the Homepage. Here, the outsourcing of parts can be tracked and specified, and their Packing Slips can be viewed.

Read: Part Numbers

Controls whether the User is able to view the Part Numbers Tile on the Homepage. This page is a catalog of the wide variety of parts that are being treated in Steelhead.

Read: Part Transforms

Controls whether the User is able to view the Assemblies Tile on the Homepage. This page enables the alteration, shortening, and otherwise reworking of parts to be managed.

Read: Payroll

Read: Portal

Read: Prices

Controls whether the User is able to view the Prices Tile on the Homepage. This will show the price per measurement of all products and their Treatments.

Read: Prioritization

Controls whether the User is able to view the Prioritization Tile on the Homepage. This page is used to arrange and organize the Treatment of Work Orders by the time they take place.

Read: Process

Controls whether the User is able to view the Processes Tile on the Homepage. This page is a catalogue of all the Processes, or sets/lists of Treatments, that are used in Steelhead.

Read: Products

Controls whether the User is able to view the Product Categories Tile on the Homepage. This is a catalog of all the types of parts and Treatment materials without the level of detail shown on the Inventory or Prices pages.

Read: Purchase Orders

Controls whether the User is able to view the Purchasing Tile on the Homepage; showing all Draft, Issued, and Fulfilled Purchase Orders. The Purchasing Tile also gives access to Outsourcing and Inventory Control.

Read: Quality Management

Controls whether the User is able to view the Quality Management Tile on the Homepage. The Dashboard here contains items such as Parts on Hold, Nonconformance Reports, Corrective Action Reports, and Return Merchandise Authorizations.

Read: Quotes

Controls whether the User is able to view the Quotes Tile on the Homepage. This page is a catalog of all the Part Treatment Process requests that have been Ordered or "Quoted" by customers.

Read: Racks

Controls whether the User is able to view the Racks Tile on the Homepage. This page is a catalog of all part racks that are in use and tracked on Steelhead.

Read: Receiving

Controls whether the User is able to view the Receiving Tile on the Homepage. This page is used to manage the authorization or receiving of ordered Parts and other Items.

Read: Sales Orders

Controls whether the User is able to view the Sales Orders Tile on the Homepage. This page is a catalog of all orders as they have been placed by customers, which in many cases will be separated out into multiple Work Orders.

Read: Schedules

Controls whether the User is able to view the Schedules Tile on the Homepage. This page is used to create Schedules and station the types of tasks that are to be completed in a plant.

Read: Sensors

Controls whether the User is able to view the Sensors Tile in the Homepage. These are useful for automatically determining the exact results of a spec.

Read: Shipping

Controls whether the User is able to view the Shipping Tile on the Homepage. This page is used for managing the shipment of items and drafting their Packing Slips and Bills of Lading.

Read: Specs

Controls whether the User is able to view the Specs Tile on the Homepage. Specs are used for making sure that the quality of an Item and its associated Treatment Process is satisfactory.

Read: Stations

Controls whether the User is able to view the Stations Tile on the Homepage. This page is a catalog of all the Stations that are used to treat items and Parts in Steelhead.

Read: Tags

Controls whether the User is able to view the Tags Tile on the Homepage. Tags may be applied to Process and Treatment types on Steelhead, and allow changes made to the process in one location to cascade to others.

Read: Timer Dashboard

Controls whether the User is able to view the Timer Dashboard Tile on the Homepage. This page is a catalog of all Timers that are active in Steelhead, used for measuring activity of Stations and Part Racks, hours someone has worked in a shift, and hours since someone's last shift.

Read: Timesheets

Controls whether the User is able to view the Timesheets Tile on the Homepage. Used for tracking the work hours of all users.

Read: Treatments

Controls whether the User is able to view the Treatments Tile on the Homepage. This page is a catalog of all Process Treatments that run in Steelhead.

Read: Trucks

Controls whether the User is able to view the Trucks Tile on the Homepage. This page is a catalog of all trucks registered at your Steelhead-powered company. Trucks can be scheduled from the Trucking Dashboard in Shipping.

Read: Units

Controls whether the User is able to view the Units Tile on the Homepage. This page is a catalog of all units of weight and measure used by your Steelhead-powered company.

Read: Users

Controls whether the User is able to view the Users Tile on the Homepage. This page is a catalog of all users enrolled in your company's copy of Steelhead.

Read: Vendors

Controls whether the User is able to view the Vendors Tile on the Homepage. This page is a catalog of all vendors (companies) using this copy of Steelhead.

Read: Work Order

Controls whether the User is able to view the Work Orders Tile on the Homepage. This page is a catalog of all orders as they are treated in the plant. Many Work Orders can be contained in one Sales Order.

Read: Workboards

Controls whether the User is able to view the Workboards Tile on the Homepage. This page is where parts and their associated Processes will be managed, worked, and transferred between Treatment Stations.