Smart Count Roles and Permissions
The Smart Count SuiteApp includes the following custom roles with the required permissions to use the SuiteApp.
-
Smart Count Inventory Manager
-
Smart Count Inventory Counter
The following table lists the required permissions to use the SuiteApp.
|
Role |
Subtab |
Permission |
Minimum Access Level |
|---|---|---|---|
|
Smart Count Inventory Manager |
Transactions |
Adjust Inventory |
View |
|
Bin Transfer To use this permission, you must enable the Bin Management feature by going to Setup > Enable Features > Items & Inventory. |
View |
||
|
Cash Sale |
View |
||
|
Find Transaction |
View |
||
|
Fulfill Orders |
View |
||
|
Invoice |
View |
||
|
Inventory Status Change To use this permission, you must enable the Inventory Status feature by going to Setup > Enable Features > Items & Inventory. |
View |
||
|
Item Fulfillment |
View |
||
|
Item Receipt |
View |
||
|
Purchase Order |
View |
||
|
Return Authorization |
View |
||
|
Sales Order |
View |
||
|
Transfer Inventory |
View |
||
|
Transfer Order |
View |
||
|
Lists |
Address Lists in Search |
Full |
|
|
Bins |
View |
||
|
Classes To use this permission, you must enable the Classes feature by going to Setup > Enable Features > Company. |
View |
||
|
Custom Record Entries |
Full |
||
|
Documents and Files |
View |
||
|
Employee Records |
View |
||
|
Employees |
View |
||
|
Fiscal Calendars To use this permission, you must enable the Multiple Calendars feature by going to Setup > Enable Features > Accounting. |
View |
||
|
Items |
Edit |
||
|
Inventory Status To use this permission, you must enable the Inventory Status feature by going to Setup > Enable Features > Items & Inventory. |
View |
||
|
Locations |
View |
||
|
Perform Search |
Full |
||
|
Publish Search |
Edit |
||
|
Subsidiaries |
View |
||
|
Tasks |
Full |
||
|
Units |
View |
||
|
Vendors |
View |
||
|
Setup |
Bulk Manage Roles |
Full |
|
|
Custom Lists |
View |
||
|
Custom Record Types |
View |
||
|
Manage Accounting Periods |
View |
||
|
SuiteScript |
View |
||
|
SuiteScript Scheduling |
Full |
||
|
Custom Record |
Count Configuration |
Edit |
|
|
Item Count |
Edit |
||
|
Item Count Details |
Edit |
||
|
Setup Preferences |
Edit |
||
|
Smart Count Inventory Counter |
Transactions |
Find Transaction |
View |
|
Lists |
Address List in Search |
Full |
|
|
Bins |
View |
||
|
Custom Record Entries |
Full |
||
|
Documents and Files |
View |
||
|
Inventory Status |
View |
||
|
Items |
View |
||
|
Locations |
View |
||
|
Perform Search |
View |
||
|
Subsidiaries |
View |
||
|
Units |
View |
||
|
Setup |
Custom Record Types |
View |
|
|
Custom Record |
Count Configuration |
View |
|
|
Item Count |
Edit |
||
|
Item Count Details |
Edit |
||
|
Setup Preferences |
View |
You can create new roles or customize existing roles using the Administrator role to use the Smart Count SuiteApp. For more information, see Customizing and Creating Roles.
After assigning the required permissions, provide access to the following:
-
Count Review and Dashboard pages
-
Deployment records
-
Mobile app for custom inventory counter roles
Providing Access to Count Review and Dashboard
To provide your custom roles with the access to the Count Review and Dashboard pages, complete the following steps:
To provide access to count review and dashboard:
-
Go to Customization > Scripting > Single Page Applications.
-
Click the link to the page that you want to provide access to.
-
Click the Configuration subtab.
-
In the Release Audience section, click the Set Up Audience button.
-
Check the boxes of the roles that you want to add.
-
Click Save.
Providing Access to Deployment Records
To provide your custom roles with the access to the following deployment records, complete the following steps.
-
SC RL Aisle List
-
SC RL Bulk Update
-
SC RL Complete Paused Item Counts
-
SC RL Complete Popup
-
SC RL Duplicate Item List
-
SC RL Duplicate Aliases
-
SC RL Dashboard Count Summary
-
SC_SL_EmpCountVariances
-
SC RL Get ItemCountDetails and Edit
-
SC RL Get Done Items List
-
SC RL Item Count Creation
-
SC RL Item Count Dropdown
-
SC RL Item Count Edit
-
SC RL Item Count From Ref
-
SC SL Item Counts for Approval
-
SC RL Item Display Name
-
SC RL Item Description
-
SC RL Item Info
-
SC RL Item List
-
SC RL Lot Numbers List
-
SC SL Mobile App Navigation
-
SC RL Paused Counts List
-
SC RL Parse Barcode
-
SC RL Recount Update Popup
-
SC RL Review Comments
-
SC RL Serial Numbers List
-
SC RL User Locations
-
SC RL Validate Bin
-
SC RL Validate Item
-
SC SL Recount Employee List
-
SC SL Setup Preferences
-
SC SL To Be Counted Items
-
SC RL Zone List
To provide access to deployment records:
-
Go to Customization > Scripting > Script Deployments.
-
Locate the deployment record and click Edit.
-
Click the Audience subtab.
-
From the Roles list, select the custom role that you want to give access to the deployment record.
-
Click Save.
Providing Access to Mobile App for Custom Roles
To provide access to Smart Count mobile app for your custom roles, complete the following steps.
To provide access to mobile app:
-
Go to Setup > Custom > Mobile Applications.
-
Click View beside Smart Count.
-
Click Configure Independent Pages.
-
In the Page field, select page_TaskListIndependentPage
-
In the Page Element section, on the Mobile Page Element field, select TaskListIcon -Icon
-
From the Roles list, select the custom counter role that you created.
-
Click Save and Update App.
-
Go to Cutomization > Center and Tabs > Center Tabs.
-
Click Edit beside Mobile Emulator center tab with Shipping Center type.
-
Click the Audience subtab.
-
From the Roles list, select the custom role to which you want to provide access.
-
Click Save.