Two common mobile app user roles in ToolWatch are Field User and Warehouse User. Below are the recommended user role settings for each. This is not a comprehensive list but does provide a useful starting point for configuration.
User Role permissions and Field App functionality
The descriptions below show the correlation between ToolWatch User Role permissions and Field App functionality.
Inventory → Tool detail:
Add/Edit: change status and update meter.
Inventory Movement → Transfers:
Perform: Enables the TRANSFER TICKET menu and allows adding items to a transfer.
Inventory Movement → Count Inventory:
Access/View: Enables the VERIFY menu and the ability to verify items on an existing ticket.
Add/Edit: Allows users to create new Verify tickets (requires Access/View permission).
Inventory Movement → Requisitions and Returns:
Access/View: Enables the REQUEST menu and allows users to view open ticket statuses.
Add/Edit: Allows users to create new Request tickets (requires Access/View permission).
Purchasing → Purchase Orders:
Access/View: Enables the RECEIVING menu and allows users to receive items from a Purchase Order.
Purchasing → PO Ticket:
Perform: Allows users to receive items from a Purchase Order (requires Purchase Orders: Access/View permissions..
User Role permissions and Warehouse App functionality
The descriptions below outline the correlation between ToolWatch User Role permissions and Warehouse App functionality:
Inventory → Tool Detail:
Add/Edit: Allows users to create new tool records, add inventory, and edit item details.
Inventory Movement → Transfers:
Perform: Enables the Transfer Ticket and Express Check-In/Out menu options. Allows items to be added to a Transfer Ticket and to transfer picked items.
Inventory Movement → Count Inventory:
Access/View: Enables the Count Inventory menu and allows users to count items on existing tickets.
Perform: Allows users to create new Count tickets (requires Access/View permission).
Inventory Movement → Pick Tickets:
Add/Edit: Enables the Pick Ticket menu, allowing users to view and edit open tickets.
Perform: Enables the Mark Ticket as Complete option, which closes the ticket (requires Add/Edit permission).