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How to manage user access to a specific warehouse

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Manage User Access per Warehouse

To allow a user access and use of a specific Warehouse's transaction and Stock on Hand data, enable them within the Warehouse's settings.

To enable a user access to a Warehouse in Unleashed:

  1. From Unleashed's main menu, head to Settings, System and select Warehouses.
  2. Select the Warehouse that's being updated.
  3. Under User Access, enable the appropriate users by turning the toggle on.
  4. Click Save. 

User Access enabled

When User Access is enabled for a Warehouse, the user will be able to allocate the Warehouse to transactions they create and manage, based on their user's role permissions. 

User Access disabled

When User Access is disabled for a Warehouse:

  • The user cannot create, open, receipt or complete a Purchase Order for the Warehouse.
  • The user cannot create, open, or complete Invoices, Shipments or Sales Orders for the Warehouse.
  • The user cannot create, open or complete Assemblies where the Warehouse is the Source Warehouse.
  • The user can create, open or complete Assemblies where the Warehouse is the Destination Warehouse.
  • The user cannot create, open, or complete Stock Adjustments for the Warehouse.
  • The user cannot create, open, or complete Warehouse Transfers where the Warehouse is the Source Warehouse.
  • The user can create, open or complete Warehouse Transfers where the Warehouse is the Destination Warehouse.
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