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	View
		Documents and Files	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	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	View
		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:

1. Go to Customization > Scripting > Single Page Applications.

2. Click the link to the page that you want to provide access to.

3. Click the Configuration subtab.

4. In the Release Audience section, click the Set Up Audience button.

5. Check the boxes of the roles that you want to add.

6. 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 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 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 Setup Preferences

• SC SL To Be Counted Items

To provide access:

1. Go to Customization > Scripting > Script Deployments.

2. Locate the deployment record and click Edit.

3. Click the Audience subtab.

4. From the Roles list, select the custom role that you want to give access to the deployment record.

5. Click Save.

Providing Access to Mobile App for Custom Inventory Counter Roles

To provide access to the mobile app for your custom inventory counter roles, complete the following steps.

To provide access to mobile app for custom inventory counter roles:

1. Go to Setup > Custom > Mobile Applications.

2. Click View beside Smart Count.

3. Click Configure Independent Pages.

4. In the Page field, select page_TaskListIndependentPage

5. In the Page Element section, on the Mobile Page Element field, select TaskListIcon - Icon

6. From the Roles list, select the custom counter role that you created.

7. Click Save and Update App.

Related Topics

Overview

Prerequisites

Using the Smart Count SuiteApp

Performing Inventory Count on Mobile Devices

Standard Roles Permissions Table

General Notices