Configuring kit views and permissions

You can complete the following actions to configure kits views and permissions:

Show new and used accessories in a stockroom

Configuring the kit view

Assigning kit permissions

Show new and used accessories in a stockroom

You can configure the stockroom menu to show new and used accessory counts. 

1. Click Locations > Stockrooms
2. On the Information page, select Show New and Used Accessory Counts.

You can now distinguish between new and used accessories when Assigning a kit to a user from a stockroom.

Assigning kit permissions

Administrators can configure the permissions for a user's role to determine the actions that they can complete when they work with kits. They can decide which of the following permissions are granted for each role:

• Add, edit, or archive kits
• Create new kit fields

To configure role permissions for working with kits, complete these actions: 

1. Click Configuration > Security > Roles. 
2. Select a Role from the list.  
3. Click Permissions. 
4. In the Kits section, select the level of access in the Kits list. For example, you might want to grant all users with the employee role with Read access so that they can't add, format, or archive kits.
5. Select the Customization options available to the user in the Customization list. For example, you might wish all Employees to have Read access only to the fields listed in the Customization: Kits menu.

For further information, refer to Creating and editing roles.

Configuring the kit view

In addition to defining the level of access various roles have in the Kits menu, you can also define how different users are able to view kit records. This feature enables administrators to define how a user views fields in a kit record. For example, you might wish to hide the Created By and Changed By fields from the Employee role view. To configure a kit view, complete the following steps:

1. Click a kit record.
2. Click the Actions menu .
3. Click Screen Builder .
   
   • Click and drag to re-order how fields appear in the menu.
   • Select the Default menu in the right-hand pane to restrict access to certain fields, such as setting fields to Read-only.
   • Select the ellipses on the right (...) to move fields. You can select Remove field to completely remove this field from the role view. 
   • Select + Add Link to add a link to the top of the field grouping.
   • Select + Add Group to create a new group or section of fields, and group specific data. For example, you could create a Kit log group that contains fields such as Creation Date, Change Date, Created By, and Changed By.

For further information, refer to Customizing Screens in Oomnitza.