User permissions explained

The Manage roles article explains how permissions can be set for your organisation's users. In this article, we'll explain in more detail what each user permission grants access to. Granting permission to a user gives full or read-only access to the selected feature. For features where it is not possible for the user to edit, full access replaces read-only access (e.g. can see User Audit Report).

Prerequisites

Introduction to users and Manage roles (required)

Audit

Permission	Description	Requirements
Audit Report - View	View the audit report

Cloud integration

Permission	Description	Requirements
Google Workspace	Add and link to files in Google Drive, export report data to Google Sheets, and export contacts to Google	Google Workspace

CRM

Permission	Description	Requirements
Lead - List and details	Open the leads list
Lead - Custom statuses	Create and edit custom statuses for leads	Lead - List and details permission
Lead - Add and edit	Add and edit leads	Lead - List and details permission
Opportunity - List and details (read-only)	Open the opportunities list, view the statuses of opportunities, and open opportunities assigned to you
Opportunity - List and details (full access)	Create and clone opportunities and add items and attachments
Opportunity - Approve, reject, and review	Review, approve, and reject opportunities	Full access for Opportunity - List and details permission Enable opportunity approval is enabled in CRM settings
Opportunity - Undo	Undo opportunities	Full access for Opportunity - List and details permission
Opportunity - Void	Void opportunities	Full access for Opportunity - List and details permission
Opportunity - Change prices and discounts	Change prices and discounts on opportunities	Full access for Opportunity - List and details permission
Opportunity - Add and edit	Add and clone opportunities, edit opportunities' headers, and add attachments to opportunities	Full access for Opportunity - List and details permission
Opportunity - CSV import	Import opportunities via CSV	Full access for Opportunity - List and details permission
Opportunity - Change status, email opportunity, export	Open opportunities to view their journals, attachments, logs, and attributes	Opportunity - List and details permission

Dashboard

For more information, see Using the dashboard.

Permission	Description	Requirements
Dashboard - Stock trend	See stock trends on the dashboard
Dashboard - Winners and losers	See winners and losers on the dashboard
Dashboard - Over/under stock	See over- and understocked products on the dashboard
Dashboard - Key performance indicators	See key performance indicators on the dashboard
Dashboard - Purchases, bills, and orders	See an overview of purchases, bills, and orders on the dashboard
Dashboard - Sales, product overview, customer overview	See an overview of sales, products, and customers on the dashboard
Dashboard - Reorders	See an overview of reorders on the dashboard

Financials

Permission	Description	Requirements
Bank accounts	Add bank accounts, edit bank account details, import bank statements via CSV, and reconcile bank statements with Cin7 Core transactions
Spend/receive money - List and details	Read-only: Open the money operations list Full access: Create and save money operations (spend money, receive money, and transfer money) and void unapproved money operations
Spend/receive money - Approve	Approve money operations	Full access to Spend/receive money - List and details permissions
Spend/receive money - Void	Void appoved/completed money operations	Full access to Spend/receive money - List and details permissions
Spend/receive money - Undo	Undo approved or completed spend and receive money operations	Full access to Spend/receive money - List and details permission
Expense claims - List and details	Open the expense claims list, create and save expense claims, and submit expense claims for approval
Expense claims - Approve	Approve, decline, and undo/void expense claims, and authorize total expense claims	Expense claims - List and details permission
Expense claims - Create payments	Read-only: View payments on expense claims Full access: Reimburse expense claims	Expense claims - List and details permission
Default expense items	Read-only: Create and add pre-defined expense items to expense claims
Opening balances	Read-only: View opening balances and conversion dates Full access: Edit opening balances and conversion dates
Journals - List and details	Open the journals list and create journals
Journal - Authorize	Authorize journal entries for the general ledger	Journals - List and details permission
Journal - Void	Void approved or completed journals	Journals - List and details permission
Journal - Undo	Undo approved or completed journals	Journals - List and details permission
Accounting dimensions - Settings	Read-only: View accounting dimensions and reference data Full access: Edit the accounting dimensions list, add accounting dimensions to accounts, and update reference data for customers, suppliers, products, company contacts, expense claims, and production resources
Accounting dimensions - Transactions	Read-only: View the transactions tab and final values tab Full access: Edit accounting dimensions at the transaction level and view both the transactions tab and final values tab
Fixed assets	Read-only: See fixed assets and fixed asset types Full access: View, add, edit, register, and post fixed assets, fixed asset depreciation, and fixed asset types

Financing

Permission	Description	Requirements
Cin7 Capital	Submit invoices for financing via Cin7 Capital	Cin7 Capital

Fulfillment

Permission	Description	Requirements
Fulfillment orders - Order list	See the list of fulfillment orders and their status
Fulfillment orders - Order details	Open fulfillment orders and view their details, including items, shipping methods, and tracking information	Fulfillment orders - Orders list permission
WMS - Schedule orders for picking	Schedule sale orders for picking, set pickers, and manage the order picking process in WMS

Integration

Each integration permission allows users to access that integration’s settings. Users don’t need an ecommerce integration’s permissions to add products to, and remove products from, that ecommerce channel.

Inventory

Permission	Description	Requirements
Inventory write-off - List and details	Read-only: Open the inventory write-offs list and inventory write-off tasks assigned to you Full access: Create, authorize, undo, and void inventory write-offs
Stock transfer - List and details	Read-only: Open the stock transfers list and stock transfer tasks assigned to you Full access: Open, create, and authorize stock transfers
Stock transfer - Void	Void stock transfer tasks	Full access to Stock transfer - List and details permission
Stock transfer - Undo	Undo stock transfer tasks	Full access to Stock transfer - List and details permission
Stock adjustments - List and details	Read-only: Open the stock adjustments list and stock adjustment tasks assigned to you Full access: Create and authorize new stock adjustments
Stocktake - List and details	Read-only: Open stocktake tasks Full access: Create and authorize new stocktake tasks
Stocktake and stock adjustment - Void	Void stock adjustment or stocktake tasks	Stocktake - List and details permission Stock adjustments - List and details permission
Stocktake and stock adjustment - Undo	Undo stock adjustment or stocktake tasks	Stocktake - List and details permission Stock adjustments - List and details permission
Product - List and details	Read-only: Open the products and services and product families lists Full access: Create and edit products, services, and product families
Product - Prices	Read-only: See product prices Full access: Edit product prices	Product - List and details permission
Product - Suppliers	Read-only: See product supplier details Full access: Add new suppliers, set fixed supplier prices, and manage dropship settings	For read-only, Product - List and details permission For full access, full access to Product - List and details permission
Product - Movements and service usage	See all product and service movements and usage	Product - List and details permission
Product - Bill of materials (BOM)	Read-only: Open bills of materials Full access: Add, edit, and manage bills of materials, including labor costs and assembly settings	For read-only, Product - List and details permission For full access, full access to Product - List and details permission
Product availability	See product availability, including allocated stock for sales and work orders	Product - List and details permission
Product availability - View stock value	Add the stock values column to the product availability list	Product - List and details permission
Lot recall	Track lot, batch, and serial numbers from purchase or manufacturing to sale, and prepare recall letters in the case of a recall event

Locations

Use Locations permissions to restrict the user's actions to the selected locations. Stock picking, stock receiving, inventory actions (stocktake, stock adjustment, inventory write-off) and production actions (assembly, disassembly) are restricted to locations where permission is granted. Users can still see purchases, sales, inventory actions and production actions in other locations when created by other users.

Note: Locations permissions for Cin7 Core POS are managed via Cin7 Core POS. See Invite Setting up Cin7 Core POS - Basics - Invite Users to your POS store for details.

Manufacturing

Permission	Description	Requirements
Assembly - List and tasks	Read-only: See assembly operations, details, and your tasks Full access: Create, authorize, undo, and void finished goods operations
Disassembly - Lists and tasks	Read-only: See disassembly operations, details, and your tasks Full access: Create, authorize, undo, and void disassembly operations
Manufacturing - Jobs list and tasks	Read-only: See the jobs list, their details, and those assigned to you Full access: Create, authorize, undo, and void job operations
Production orders - List and tasks	Read-only: See the production orders list, their details, and tasks assigned to you Full access: Create and edit production orders and production runs, pick components, start and complete operations, and consolidate production orders
Production – Undo	Undo assembly, disassembly, production, jobs, and inventory write-off tasks
Production – Void	Void assembly, disassembly, production, jobs, and inventory write-off tasks
Production orders - Authorize orders, release orders, authorize put away	Read-only: See production orders and put away and tasks assigned to you Full access: Authorize and release production orders and put away, singly and in bulk
Production orders - Undo, void, mark as completed, mark as in progress	Read-only: See production orders and put away Full access: Undo, complete, and void production orders and production runs
Production orders - Edit completed operations	Read-only: See actual time on production order operations Full access: Edit actual time on completed production order operations
Advanced Manufacturing - Capacity Planner	Read-only: See the Capacity Planner, including allocated and consumed capacity details Full access: Re-plan allocated resource capacity manually or automatically and edit production menu settings (work centers, resources, factory calendar)
Advanced Manufacturing - Scheduler	Read-only: See the Scheduler Full access: Reschedule production orders, production runs, and operations with the Scheduler
Advanced Manufacturing - Production BOM	Read-only: See production BOMs Full access: Create and edit production BOMs
Advanced Manufacturing - View production cost data	Full access: See production cost info on production BOMs, production orders, and so on

MRP

Materials Requirements Planning (MRP) runs consider demand from sales and supply from stock on hand, transfers, production, assembly and suppliers to generate supply management suggestions. Use MRP runs to compare actual and forecasted sales demand with available and potentially available stock supplies and determine when products should be produced in-house, bought from suppliers, and delivered to distribution centers.

This permission grants access to the MRP run feature. See Materials Requirements Planning (MRP) for more information.

Purchase

Permission	Description	Requirements
Purchases - List and tasks	Read-only: See the purchases list, purchase statuses, your tasks, order line items and document header, manual journals, attachments, logs and attributes Full access: Create and save new purchases, change the document header, clone purchases, add attachments, and mark and received
Purchase – View order	Read-only: See the order tab Full access: Add and edit line items on unauthorized purchases. Print and email purchase documents	Purchases list and tasks permission is required
Purchase – Authorize order	Authorize purchase orders
Purchase – View stock received	Read-only: See the stock received tab Full access: Add and edit stock items before authorization. Print and email stock documents	Purchases list and tasks permission is required
Purchase – Authorize stock received	Authorize stock received actions
Purchase - View invoice and credit note	Read-only: See the invoice and credit note tabs Full access: Add and edit line items on invoices and credit notes, create credit note purchases, print and email invoice and credit documents, and add payments and refunds to authorized invoices and credit notes	Purchases list and tasks permission is required
Purchase – Authorize invoice and credit note	Authorize invoices and credit notes
Purchase – View prices and totals	See price, order line, and total information on purchase tasks and purchase documents
Purchase – Undo	Undo purchase orders
Purchase – Void	Void purchase orders
Purchase – Approve, reject, and review orders	Approve or reject purchase orders and review and reopen rejections
Reorder stock	Read-only: See backorder and reorder items Full access: Create purchase orders for reorder items
Suppliers - List and details	Read-only: See the suppliers and deposits list Full access: Add and edit suppliers
Supplier - Purchase history	See the purchases by product and purchases by document tabs
Supplier - Bulk payment	Make bulk supplier payments
Edit Authorized Documents	Edit authorized documents	Permission to view/edit the document

Reports

Cin7 Core allows you to generate multiple types of reports on your business. There are several reports within each report type:

Financials
Fixed Assets
Inventory
Purchase
Production
Sale
Audit (covered under Audit permission).

You can grant a user read-only or full access to each report type. (Read-only) View reports. Move columns and save new layouts. Apply filters. Change visible date range. (Full Access) Reset layout to default. Add new column headings.

RMA

Permission	Description	Requirements
RMA - Setup (Settings section)	Read-only: See returns policies, reasons for return, and return order settings Full access: Create, edit, and delete return policies, reasons for returns, and return order settings
RMA - List and details	See the RMAs list, RMA statuses, and return orders and create RMA
RMA - View RMA	Read-only: See return requests on the product tab, as well as details, resolution, and related orders Full access: Edit RMA data, print RMAs, and mark as complete	RMA - List and details permission
RMA task - Authorize RMA	Read-only: See RMA data Full access: Authorize and reject return requests
RMA task - Resolve RMA	Read-only: See RMA data Full access: Resolve RMA, choose resolution actions, and invoice customers for expenses
RMA - Undo and void	Undo and void RMA tasks
Return - View return order:	Read-only: See expected returns and quantities on the products tab, as well as details, inspection and repair costs, resolution, and related orders Full access: Add expenses to return milestones, edit return orders, print returns, and mark as completed
Return - Authorize return order	Read-only: See return order data Full access: Authorize receipt of returned products
Return - Resolve return order	Read-only: See return order data Full access: Resolve return orders, choose resolution actions, and add return order expenses
RMA - Undo and void	Undo and void RMA tasks
Warranty - Setup	Read-only: See and open warranties and details Full access: Create and edit warranty types
Warranty - Search	See registered warranties

Sale

Permission	Description	Requirements
Sales - List and details	Read-only: See the sales list, recurring sales, sales status, your sales tasks, sales headers, line items, manual journals, attachments, log and attributes Full access: Create and save sales and invoices for recurring sales, update the header, clone sales, and add attachments
Sale – View profit margin	See margins on sales
Sale – Change prices and discounts	Edit prices and discounts on sales quotes, orders, and invoices
Sale – Ignore credit limit	Ignore customers’ credit limits, if applicable
Sale – View quote	Read-only: See the quote tab Full access: Add and edit line items on unauthorized quotes. Print and email quote documents	Sales - List and details permission
Sale – Authorize quote	Authorize quotes
Sale – View order	Read-only: See the orders tab Full access: Add and edit line items on unauthorized orders. Print and email order documents	Sales - List and details permission
Sale – Authorize order	Authorize sale orders
Sale – View pick	Read-only: See the pick tab Full access: Add and edit pick lines before authorization. Print and email pick documents	Sales - List and details permission
Sale – Authorize pick	Authorize pick actions
Sale – Approve, reject, and review quote	Approve or reject sale quotes, review rejected sale quotes and reopen them	Quote approval must be enabled in general settings
Sale – View pack	Read-only: See the pack tab Full access: Add an edit pack lines before authorization. Print and email pack documents	Sales - List and details permission
Sale – Authorize pack	Authorize pack actions, including warranty registration
Sale – View ship	Read-only: See the ship tab Full access: Add and edit ship lines before authorization	Sales - List and details permission
Sale – Authorize ship	Authorize ship actions
Sale – View invoice and credit note	Read-only: See the invoice and credit note tabs Full access: Add and edit line items on invoices and credit notes. Create a credit note, print and email invoice and credit note documents, add payments or refunds to authorized invoices and credit notes, and create warranty registrations	Sales - List and details permission
Sale – Authorize invoice and credit note	Authorize invoices and credit notes
Sale - View prices and totals	View price, order line, and total information on sale tasks and sale documents
Sale – Undo	Undo sale orders
Sale – Void	Void sale orders
Customers - List and details	Read-only: See the customers list, customer details, and customer credits Full access: Add and edit customers
Customer – Enable/disable credit hold	Enable or disable manual credit holds
Customer - Sales history	See the sales by product and sales by document tabs
Customer - Bulk payment	Make bulk customer payments
Customer – Edit credit limit	Add or edit credit limits and import them via CSV
Purchase/sale CSV import	Import purchase and sales tasks via CSV
Gift cards	Read-only: See active gift cards, balances, and expirations Full access: Import, export, and forfeit gift cards
Order routing	Enable or disable order routing, create and edit order routing locations, and change order routing sessions
Edit authorized documents	Allows editing of authorized documents	Permission to view/edit the document

Settings

Your company

Permission	Description	Requirements
Your company – General Settings	Read-only: See general settings Full access: Edit general settings
Your company – Addresses	Read-only: See company addresses Full access: Add and edit shipping, billing, and business addresses and choose defaults
Your company – Contacts	Read-only: See company contact information Full access: Add and edit company contact details, assign contacts to mailing lists, choose contact types and defaults

Financial

Permission	Description	Requirements
Financial – Chart of accounts and mapping	Read-only: See the chart of accounts and account mappings Full access: Add and edit accounts and account mappings
Financial – Taxation rules	Read-only: See tax rules Full access: Add and edit tax rules
Financial – Payment terms	Read-only: See payment terms Full access: Add and edit payment terms

Stock

Permission	Description	Requirements
Stock – Product categories	Read-only: See product categories Full access: Add and edit product categories
Stock – Brands	Read-only: See product brands Full access: Add and edit product brands
Stock – Locations	Read-only: See locations Full access: Add and edit locations
Stock – Units of measure	Read-only: See units of measurement Full access: Add and edit units of measurement
Stock – Product discounts:	Read-only: See discounts and deals Full access: Add and edit discounts and deals

Other items

Permission	Description	Requirements
Other items – Carriers	Read-only: See carriers Full access: Add and edit carriers
Other items – Shipping zones	Read-only: See shipping zones Full access: Add and edit shipping zones
Other items – Additional attributes	Read-only: See additional attribute sets Full access: Add and edit additional attribute sets
Other items – Lead categories	Read-only: See custom lead statuses Full access: Add and edit custom lead statuses

Users and roles

The Users & Roles feature can be used to invite new users to Cin7 Core and manage their permissions for the system. This is accessed from Settings → Users & Roles. (Full Access) Invite users and advisers to Cin7 Core. Create roles and assign users to a role. Set user permissions and role permissions. Delete users. (Read-only) View users, roles and user/role permissions.

Note: The Master User can also lock users out of the system without deleting them – the Master User has full access unconditionally.

Document and email templates

Customise document and email templates for your business. (Read-only) View available templates. Download existing document and email templates. (Full Access) Upload document and email templates. Reset templates to default. Set email subject lines. Editing of the Warranty Certificate template. This is accessed from Settings → Documents & Email Templates.

Export to CSV

In many Cin7 Core modules, you are able to export data in CSV format (inventory list, suppliers list, customers list, etc.). Without this permission, the Export button is still visible but clicking it gives the user a 'Not Allowed to Export' message. This permission is not necessary in order to import data via CSV.

Automation

The Automation module allows you to set up internal and external notifications for your users and customers. Set up Mailing Lists, trigger internal notifications for events (e.g. customer credit limit exceeded), add and edit scheduled reports, and set up reminders for the dashboard portlet. This does not include access to the Workflow page. This is accessed from Settings → Automation.

Workflows must be explicitly set for access to Settings → Automation → Workflow. This permission allows you to create and edit workflows and set up events and actions that trigger automatically once certain conditions are achieved in sales processes.

Cin7 Core to Cin7 Core networking

Cin7 Core to Cin7 Core Networking allows you to connect directly with your suppliers and customers who also use Cin7 Core. It is accessed via Settings → Reference books → Your Company. Once connected, you can send purchase orders to suppliers, send invoice and sales orders to customers and approve purchase orders/invoices/sales orders from the Cin7 Core to Cin7 Core Network. This permission allows you to invite suppliers/customers to your network, respond to invitations and remove network connections.

Note: This permission is not required to send orders/invoices via the Cin7 Core to Cin7 Core Network to suppliers/customers that are already connected.

Default product/customer/supplier values

Cin7 Core allows default field values to be configured for new products, customers and suppliers, allowing faster and more convenient data entry from anywhere within the system. When default field values are set up, every time a new product, customer or supplier is created from within Cin7 Core, the available fields are pre-filled with these values. By default, this permission is disabled for regular users while it is enabled for admin users and owners. Default field values are accessed via Settings → Reference books → Default Field Values. Users who do not have access to this section will not see it at all.

Cin7 Core API - Setup

The Cin7 Core API is part of the Cin7 Core web application. Granting permission for API setup allows the user access to the API settings through Integrations → Cin7 Core API.

Cin7 Core WMS - Setup

The Cin7 Core Warehouse Management Solution allows you to perform warehouse operations (pick, pack, stocktake, etc.) using standard smartphones and tablets. Granting permission for Warehouse Application setup allows the user access to WMS settings through Integrations → Cin7 Core WMS.

Shipping Services

Cin7 Core allows integration with several third-party shipping services. Granting permissions for shipping services allows the user access to that integration's settings accessed through Integrations → [Integration Name].

Note: These permissions do not affect users using the shipping services and getting shipping rate quotes.

Subscription

Permission	Description	Requirements
Subscription AND onboarding details	See your Cin7 Core subscription details
Update subscription	Update your Cin7 Core subscription, switch plans, renew, and buy onboarding packages
Payment history	See your Cin7 Core subscription payments history and download your invoices
Change billing address	Update your Cin7 Core subscription billing address and card details

Tasks

Permission	Description	Requirements
Tasks - Create and edit tasks	Create tasks for yourself and edit your tasks, including dates
Tasks - Assign tasks	Adding tasks to other users
Tasks - Receive task assignments	Be assigned tasks by other users
Tasks - Access setup page	See and edit task settings
Tasks - View assigned tasks	See your tasks
Tasks - View all tasks	See all tasks
Tasks - Approve tasks	Approve tasks

Publish to everyone.4.log-2010416261.zip30 KB

User permissions explained

User permissions explained

Prerequisites

Audit

Cloud integration

CRM

Dashboard

Financials

Financing

Fulfillment

Integration

Inventory

Locations

Manufacturing

MRP

Purchase

Reports

RMA

Sale

Settings

Your company

Financial

Stock

Other items

Users and roles

Document and email templates

Export to CSV

Automation

Cin7 Core to Cin7 Core networking

Default product/customer/supplier values

Cin7 Core API - Setup

Cin7 Core WMS - Setup

Shipping Services

Subscription

Tasks

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