Ensuring data security while maintaining efficiency is crucial. Administrators typically access data specific to their assigned warehouse for security.
However, situations may demand accessing other warehouses, essential for quick decision-making, like seizing unexpected sales opportunities.
This requires selectively including or excluding warehouses to align with organizational needs. This article explores this feature further.
Manage warehouse permissions in some reports
1- Go to “Settings”
2- Access Warehouse Settings
3- Select Reports to be ignored
4- Choose Warehouses
5- Assign user(s)
6- Click "Save"
Additional Notes
1- To display data for some warehouses and not all, follow these steps:
Choose any warehouse.
Click on the icon to include all warehouses.
Delete the warehouse(s) that you want to exclude from ignoring permissions, as illustrated in the accompanying image.
2- Users now have visibility into the selected reports based on their designated warehouse authority.
3- In cases where the "All" option is not selected, manually adding new warehouses becomes necessary.
4- It is advisable to tailor permissions for managers and auditors to align with their specific job roles.
By empowering administrators to fine-tune visibility settings according to evolving business needs, Edara facilitates a delicate balance between data security and operational agility.
Through adherence to the outlined steps and best practices, organizations can leverage the full potential of “Edara”, optimizing decision-making processes and bolstering overall efficiency.