To set up permissions and roles for usage in CostCapture and Inventory, you’ll navigate to the T3 Inventory web app. Note: Only a Company Owner or Manager can grant permissions to their users.
Step 1. Creating the Role
Open the Inventory web app and use your T3 credential to log in.
Select Permissions from the left navigation menu.
Select the Roles tab and then Add Role button.
From the Add Role window, enter the Role Name.
Including the spending limit details in the role name is best practice. For example, CostCapture Role Limit: $1-$2000.
Enter the max spending limit dollar amount in the Spending Limit field.
Select Submit.
The role has been created.
Step 2. Adding Permissions to the Role
Select the Roles tab at the top of the Permissions page in the Inventory web app.
Select an existing role and then the Add Permission button.
Type “CostCapture” or “Purchase Order” from the Add Permissions window in the search box to find permissions. Add the levels of permissions required for the role you created.
Once you are done, select the Submit button.
The permissions are now added to the role.
Step 3. Creating a Group
Select the Groups tab at the top of the Permissions page in the Inventory web app.
Select the Add Group button.
From the Add Group window, enter the group's name.
Including the spending limit details in the group name is best practice. For example, CostCapture Group Limit: $1-$2000.
Enter the max spending limit dollar amount in the Spending Limit field.
Select Save.
The group is created.
Step 4. Adding Roles (Policies) to Group
Select the Groups tab at the top of the Permissions page in the Inventory web app.
Enter a group name in the Search group names field.
Select the Group.
Select the Add Policy button.
From the Add Policy window, select a role.
Select a resource for which the role will be applied.
The options will include Company, Store, and Branch.
Select the Submit button.
The roles and resources are added to the group.
Step 5: Adding Users to Group
Select the Groups tab at the top of the Permissions page in the Inventory web app.
Enter a group name in the Search group names field.
Select the Group.
Under the User section, select the Add User button.
From the Add Users to Group window, search for a user. You can add multiple users.
Note: The user must exist within the T3 system.
Select the Submit button.
The users are now added to the group.