Permissions Storage – Supplier – Delivery notes – Report – Planner – Quotation – Pick list

Permission	Explanation	Other settings that affect / Good to know / Link to more information
STORAGE		Link: Storage
View	The user has the the permission to see storage.
View assigned	The user has the the permission to see an assigned storage.
Create	The user has the the permission to create a storage.
Edit	The user has the the permission to edit a storage.
Delete	The user has the the permission to delete a storage.	If there are ongoing transactions on a storage, the storage cannot be deleted. All articles must first be delivered.
Use other storages than default	Gives the user the permission to use storages other than their default storage. This option allows you to use all storages.
Set main storage	The user can set a storage as main storage.
Set default storage	The user can set a storage as default storage to themselves.
Assign default storage	Gives the user the permission to assign default storage to others.
Create delivery	Gives the user the permission to create a delivery
Creat in/out delivery	Gives the user the permission to create in and outbound deliveries.
Edit delivery	Gives the user the permission to edit a delivery.
Delete delivery	Gives the user the permission to delete a delivery.
Sign delivery	Gives the user the permission to sign a delivery.
Create stocktaking	Gives the user the permission to create a stocktaking
Edit stocktaking	Gives the user the permission to edit a stocktaking.
Delete stocktaking	Gives the user the permission to delete a stocktaking.
Perform stocktaking	Gives the user the permission to perform a stocktaking.
Show pending stocktaking articles	Allows the user to see the articles that have not yet been inventoried under the heading Remaining articles. Without this permission, the articles that have not yet been inventoried will not be displayed, only those that have been inventoried.

Permission	Explanation	Other settings that affect / Good to know / Link to more information
SUPPLIER		Link: Supplier
View	Gives the user the permission to view suppliers, both in the list view and the detail view.
Edit	Gives the user the permission to edit the information on suppliers.
Create	Gives the user the permission to add suppliers.
Delete	Gives the user the permission to delete suppliers.
SUPPLIER INVOICES		Link: Spplier invoices
View	The user can view the supplier invoice function.
Restore	Gives the user the right to restore an uploaded supplier invoice, i.e. remove the connection to an order.
Upload	The user has the permission to upload invoices (pdf).
Attest	The user has the permission to attest the uploaded supplier invoices.	In the Supplier invoice settings, you can set a limit on the amount you are allowed to certify.
Attest assigned	Gives the user the permission to approve assigned supplier invoices.	The same as above also applies to assignees.
Assign	Gives the user the permission to assigned supplier invoices to other user.
Generate invoice	Gives the user the permission to generate an invoice. The “Send to accounting program” button appears.

Permission	Explanation	Other settings that affect / Good to know / Link to more information
LEAK DETECTION (BETA)		Link: Leak detection
View	Gives the user the permission to view leak detection
Create	Gives the user the permission to add a leak detection.
Edit	Gives the user the permission to edit existing leak detection.
Delete	Gives the user the permission to edit delete leak detection.
Add leak	Gives the user the permission to add leak.
Rectify leak	Gives the user the permission to specify an action and mark the leak as fixed.
Remove leak	Gives the user the permission to remove the information on a leak.

Permission	Explanation	Other settings that affect / Good to know / Link to more information
QUOTATION		Link: Quotation
View	Gives the user the permission to view quotes.
Create	Gives the user the permission to create quotes.
Edit	Gives the user the permission to edit quotes.
Delete	Gives the user the permission to delete quotes.
Cancel	Gives the user the permission to cancel quotes.
Remove/edit uploaded file	The user has the permission to delete and modify uploaded files.
Send	Gives the user the permission to email quotes.
Assign	Gives the user the permission to assign quotes to other users.

Permission	Explanation	Other settings that affect / Good to know / Link to more information
PLANNER		Link: Planner
View	Gives the user the permission to view the Planner	Link: Settings for the Planner
View assigned	Gives the user the permission to view assign orders in the planner.
Edit	Gives the user the permission to edit orders in the planner.
Assign	The permission is required to be able to book a user on an order in the planner. Without the permission, the user will not be visible in the planner at all.	Assign is also required if you are going to change who added an article to an order under “Added by”. The person making the change must also have the permission for Article Register – Change which user added an article
View hidden	“Show hidden” means that booking types that you have set as hidden will be shown to the user.	Link: Booking types

Permission	Explanation	Other settings that affect / Good to know / Link to more information
PICK LIST	Applies to the “digital” picking list under Stock, not the one under To Do.	Permission to view storage is also required.. Link: Digital picklist
View	The user can view the pick list.
Edit	The user can edit the pick list.
Create	The user can create a pick list.
Cancel	The user can cancel a pick list.
Delete	The user can delete a pick list.

Permission	Explanation	Other settings that affect / Good to know / Link to more information
PRICING	Works everywhere, i.e. the article register, on orders and printouts.	Link: Article prices
View net price	The user can see net price.
View gross price	The user can see gross price.
View discount	The user can see discounts.

Permission	Explanation	Other settings that affect / Good to know / Link to more information
PROJECT (BETA)		Link: Project
View	The user has the permission to view projects.
Create	The user has the permission to create projects.
Edit	The user has the permission to edit projects.
Cancel	The user has the permission to cancel projects.
Complete	The user has the permission to set a project as completed.
Delete	The user has the permission to delete projects.
Remove/edit uploaded file	The user has the permission to delete and modify uploaded files.

Permission	Explanation	Other settings that affect / Good to know / Link to more information
QR VERIFICATION		Link: QR-verification
Activate	The user can activate QR verification
Perform	The user can perform QR verification, i.e. scan a QR code to register presence at a location/service object.

Permission	Explanation	Other settings that affect / Good to know / Link to more information
DISCOUNT LETTER
View	The user sees the list of discount letters and can link discount letters to customers.	Link: Discount letter
Create	The user can create discount letters.
Delete	The user can remove discount letters.

Permission	Explanation	Other settings that affect / Good to know / Link to more information
REPORT		Link: Report
View	The user can view reports.
Edit	The user can edit reports.
Create	The user can create reports.
Delete	The user can delete reports.

Updated on 17 June 2026

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