{"id":28747,"date":"2026-06-17T16:11:11","date_gmt":"2026-06-17T14:11:11","guid":{"rendered":"https:\/\/support.serviceprotokoll.se\/kb\/permissions-storage-supplier-delivery-notes-report-planner-quotation-pick-list\/"},"modified":"2026-06-17T21:36:07","modified_gmt":"2026-06-17T19:36:07","slug":"permissions-storage-supplier-delivery-notes-report-planner-quotation-pick-list","status":"publish","type":"ht_kb","link":"https:\/\/support.serviceprotokoll.se\/en\/kb\/permissions-storage-supplier-delivery-notes-report-planner-quotation-pick-list\/","title":{"rendered":"Permissions Storage – Supplier – Delivery notes – Report – Planner – Quotation – Pick list"},"content":{"rendered":"\n
Permission<\/strong><\/th>Explanation<\/strong><\/th>Other settings that affect \/ Good to know \/ Link to more information<\/strong><\/th><\/tr><\/thead>
STORAGE<\/strong><\/td><\/td>Link: Storage<\/a><\/td><\/tr>
View<\/td>The user has the the permission to see storage.<\/td><\/td><\/tr>
View assigned<\/td>The user has the the permission to see an assigned storage.<\/td><\/td><\/tr>
Create<\/td>The user has the the permission to create a storage.<\/td><\/td><\/tr>
Edit<\/td>The user has the the permission to edit a storage.<\/td><\/td><\/tr>
Delete<\/td>The user has the the permission to delete a storage.<\/td>If there are ongoing transactions on a storage, the storage cannot be deleted. All articles must first be delivered.<\/td><\/tr>
Use other storages than default<\/td>Gives the user the permission to use storages other than their default storage. This option allows you to use all storages.<\/td><\/td><\/tr>
Set main storage<\/td>The user can set a storage as main storage.<\/td><\/td><\/tr>
Set default storage<\/td>The user can set a storage as default storage to themselves.<\/td><\/td><\/tr>
Assign default storage<\/td>Gives the user the permission to assign default storage to others.<\/td><\/td><\/tr>
Create delivery<\/td>Gives the user the permission to create a delivery<\/td><\/td><\/tr>
Creat in\/out delivery<\/td>Gives the user the permission to create in and outbound deliveries.<\/td><\/td><\/tr>
Edit delivery<\/td>Gives the user the permission to edit a delivery.<\/td><\/td><\/tr>
Delete delivery<\/td>Gives the user the permission to delete a delivery.<\/td><\/td><\/tr>
Sign delivery<\/td>Gives the user the permission to sign a delivery.<\/td><\/td><\/tr>
Create stocktaking<\/td>Gives the user the permission to create a stocktaking<\/td><\/td><\/tr>
Edit stocktaking<\/td>Gives the user the permission to edit a stocktaking.<\/td><\/td><\/tr>
Delete stocktaking<\/td>Gives the user the permission to delete a stocktaking.<\/td><\/td><\/tr>
Perform stocktaking<\/td>Gives the user the permission to perform a stocktaking.<\/td><\/td><\/tr>
Show pending stocktaking articles<\/td>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.<\/td><\/td><\/tr><\/tbody><\/table><\/figure>\n\n
Permission<\/strong><\/th>Explanation<\/strong><\/th>Other settings that affect \/ Good to know \/ Link to more information<\/strong><\/th><\/tr><\/thead>
SUPPLIER<\/strong><\/td><\/td>Link: Supplier<\/a><\/td><\/tr>
View<\/td>Gives the user the permission to view suppliers, both in the list view and the detail view.<\/td><\/td><\/tr>
Edit<\/td>Gives the user the permission to edit the information on suppliers.<\/td><\/td><\/tr>
Create<\/td>Gives the user the permission to add suppliers.<\/td><\/td><\/tr>
Delete<\/td>Gives the user the permission to delete suppliers.<\/td><\/td><\/tr>
SUPPLIER INVOICES<\/strong><\/td><\/td>Link: Spplier invoices<\/a><\/td><\/tr>
View<\/td>The user can view the supplier invoice function.<\/td><\/td><\/tr>
Restore<\/td>Gives the user the right to restore an uploaded supplier invoice, i.e. remove the connection to an order.<\/td><\/td><\/tr>
Upload<\/td>The user has the permission to upload invoices (pdf).<\/td><\/td><\/tr>
Attest<\/td>The user has the permission to attest the uploaded supplier invoices.<\/td>In the Supplier invoice settings<\/a>, you can set a limit on the amount you are allowed to certify.<\/td><\/tr>
Attest assigned<\/td>Gives the user the permission to approve assigned supplier invoices.<\/td>The same as above also applies to assignees.<\/td><\/tr>
Assign<\/td>Gives the user the permission to assigned supplier invoices to other user.<\/td><\/td><\/tr>
Generate invoice<\/td>Gives the user the permission to generate an invoice. The “Send to accounting program” button appears.<\/td><\/td><\/tr><\/tbody><\/table><\/figure>\n\n
Permission<\/strong><\/th>Explanation<\/strong><\/th>Other settings that affect \/ Good to know \/ Link to more information<\/strong><\/th><\/tr><\/thead>
LEAK DETECTION (BETA)<\/strong><\/td><\/td>Link: Leak detection<\/a><\/td><\/tr>
View<\/td>Gives the user the permission to view leak detection<\/td><\/td><\/tr>
Create<\/td>Gives the user the permission to add a leak detection.<\/td><\/td><\/tr>
Edit<\/td>Gives the user the permission to edit existing leak detection.<\/td><\/td><\/tr>
Delete<\/td>Gives the user the permission to edit delete leak detection.<\/td><\/td><\/tr>
Add leak<\/td>Gives the user the permission to add leak.<\/td><\/td><\/tr>
Rectify leak<\/td>Gives the user the permission to specify an action and mark the leak as fixed.<\/td><\/td><\/tr>
Remove leak<\/td>Gives the user the permission to remove the information on a leak.<\/td><\/td><\/tr><\/tbody><\/table><\/figure>\n\n
Permission<\/strong><\/th>Explanation<\/strong><\/th>Other settings that affect \/ Good to know \/ Link to more information<\/strong><\/th><\/tr><\/thead>
QUOTATION<\/strong><\/td><\/td>Link: Quotation<\/a><\/td><\/tr>
View<\/td>Gives the user the permission to view quotes.<\/td><\/td><\/tr>
Create<\/td>Gives the user the permission to create quotes.<\/td><\/td><\/tr>
Edit<\/td>Gives the user the permission to edit quotes.<\/td><\/td><\/tr>
Delete<\/td>Gives the user the permission to delete quotes.<\/td><\/td><\/tr>
Cancel<\/td>Gives the user the permission to cancel quotes.<\/td><\/td><\/tr>
Remove\/edit uploaded file<\/td>The user has the permission to delete and modify uploaded files.<\/td><\/td><\/tr>
Send<\/td>Gives the user the permission to email quotes.<\/td><\/td><\/tr>
Assign<\/td>Gives the user the permission to assign quotes to other users.<\/td><\/td><\/tr><\/tbody><\/table><\/figure>\n\n
Permission<\/strong><\/th>Explanation<\/strong><\/th>Other settings that affect \/ Good to know \/ Link to more information<\/strong><\/th><\/tr><\/thead>
PLANNER<\/strong><\/td><\/td>Link: Planner<\/a><\/td><\/tr>
View<\/td>Gives the user the permission to view the Planner<\/td>Link: Settings for the Planner<\/a><\/td><\/tr>
View assigned<\/td>Gives the user the permission to view assign orders in the planner.<\/td><\/td><\/tr>
Edit<\/td>Gives the user the permission to edit orders in the planner.<\/td><\/td><\/tr>
Assign<\/td>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.<\/td>Assign<\/strong> 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 \u2013 Change which user added an article<\/em><\/td><\/tr>
View hidden<\/td>“Show hidden” means that booking types that you have set as hidden will be shown to the user.<\/td>Link: Booking types<\/a><\/td><\/tr><\/tbody><\/table><\/figure>\n\n
Permission<\/strong><\/th>Explanation<\/strong><\/th>Other settings that affect \/ Good to know \/ Link to more information<\/strong><\/th><\/tr><\/thead>
PICK LIST<\/strong><\/td>Applies to the “digital” picking list under Stock, not the one under To Do.<\/td>Permission to view storage is also required..Link: Digital picklist<\/a><\/td><\/tr>
View<\/td>The user can view the pick list.<\/td><\/td><\/tr>
Edit<\/td>The user can edit the pick list.<\/td><\/td><\/tr>
Create<\/td>The user can create a pick list.<\/td><\/td><\/tr>
Cancel<\/td>The user can cancel a pick list.<\/td><\/td><\/tr>
Delete<\/td>The user can delete a pick list.<\/td><\/td><\/tr><\/tbody><\/table><\/figure>\n\n
Permission<\/strong><\/th>Explanation<\/strong><\/th>Other settings that affect \/ Good to know \/ Link to more information<\/strong><\/th><\/tr><\/thead>
PRICING<\/strong><\/td>Works everywhere, i.e. the article register, on orders and printouts.<\/td>Link: Article prices<\/a><\/td><\/tr>
View net price<\/td>The user can see net price.<\/td><\/td><\/tr>
View gross price<\/td>The user can see gross price.<\/td><\/td><\/tr>
View discount<\/td>The user can see discounts.<\/td><\/td><\/tr><\/tbody><\/table><\/figure>\n\n
Permission<\/strong><\/th>Explanation<\/strong><\/th>Other settings that affect \/ Good to know \/ Link to more information<\/strong><\/th><\/tr><\/thead>
PROJECT (BETA)<\/strong><\/td><\/td>Link: Project<\/a><\/td><\/tr>
View<\/td>The user has the permission to view projects.<\/td><\/td><\/tr>
Create<\/td>The user has the permission to create projects.<\/td><\/td><\/tr>
Edit<\/td>The user has the permission to edit projects.<\/td><\/td><\/tr>
Cancel<\/td>The user has the permission to cancel projects.<\/td><\/td><\/tr>
Complete<\/td>The user has the permission to set a project as completed.<\/td><\/td><\/tr>
Delete<\/td>The user has the permission to delete projects.<\/td><\/td><\/tr>
Remove\/edit uploaded file<\/td>The user has the permission to delete and modify uploaded files.<\/td><\/td><\/tr><\/tbody><\/table><\/figure>\n\n
Permission<\/strong><\/th>Explanation<\/strong><\/th>Other settings that affect \/ Good to know \/ Link to more information<\/strong><\/th><\/tr><\/thead>
QR VERIFICATION<\/strong><\/td><\/td>Link: QR-verification<\/a><\/td><\/tr>
Activate<\/td>The user can activate QR verification<\/td><\/td><\/tr>
Perform<\/td>The user can perform QR verification, i.e. scan a QR code to register presence at a location\/service object.<\/td><\/td><\/tr><\/tbody><\/table><\/figure>\n\n
Permission<\/strong><\/th>Explanation<\/strong><\/th>Other settings that affect \/ Good to know \/ Link to more information<\/strong><\/th><\/tr><\/thead>
DISCOUNT LETTER<\/strong><\/td><\/td><\/td><\/tr>
View<\/td>The user sees the list of discount letters and can link discount letters to customers.<\/td>Link: Discount letter<\/a><\/td><\/tr>
Create<\/td>The user can create discount letters.<\/td><\/td><\/tr>
Delete<\/td>The user can remove discount letters.<\/td><\/td><\/tr><\/tbody><\/table><\/figure>\n\n
Permission<\/strong><\/th>Explanation<\/strong><\/th>Other settings that affect \/ Good to know \/ Link to more information<\/strong><\/th><\/tr><\/thead>
REPORT<\/strong><\/td><\/td>Link: Report<\/a><\/td><\/tr>
View<\/td>The user can view reports.<\/td><\/td><\/tr>
Edit<\/td>The user can edit reports.<\/td><\/td><\/tr>
Create<\/td>The user can create reports.<\/td><\/td><\/tr>
Delete<\/td>The user can delete reports.<\/td><\/td><\/tr><\/tbody><\/table><\/figure>\n","protected":false},"excerpt":{"rendered":"

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…<\/p>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_searchwp_excluded":"","footnotes":""},"ht-kb-category":[305],"ht-kb-tag":[],"class_list":["post-28747","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-account-settings"],"_links":{"self":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb\/28747","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/comments?post=28747"}],"version-history":[{"count":1,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb\/28747\/revisions"}],"predecessor-version":[{"id":28748,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb\/28747\/revisions\/28748"}],"wp:attachment":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/media?parent=28747"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb-category?post=28747"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb-tag?post=28747"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}