Smart Count Roles and Permissions

The Smart Count SuiteApp includes the following custom roles with the required permissions to use the SuiteApp.

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

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

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:

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:

  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 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 Setup Preferences

  • SC SL To Be Counted Items

  • SC RL Zone List

To provide access to deployment records:

  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 Roles

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

To provide access to mobile app:

  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.

  8. Go to Cutomization > Center and Tabs > Center Tabs.

  9. Click Edit beside Mobile Emulator center tab with Shipping Center type.

  10. Click the Audience subtab.

  11. From the Roles list, select the custom role to which you want to provide access.

  12. Click Save.

Related Topics

Standard Roles Permissions Table

General Notices