A description of the various permissions and restrictions that can be applied to users
Prerequisites
None
Getting there
Elevated Permissions
Elevated permissions allow users to perform tasks that do not tend to be commonly performed as part of day-to-day work.
Permissions that require elevation to function, or grant additional functionality when elevated, are marked with a ⭐ in the descriptions below.
When assigned one of these roles, a user will need to click their name on the right-hand side of the navigation bar and click Elevate Permissions before performing the associated task.
Setup Access
These permissions are related to accessing and configuring the setup of your company. Most Access permissions in this section are required for normal use of Brew Ninja in any role.
Business Partners
| Access | Access existing business partners |
| Modify | Create, modify, and delete business partners |
| ⭐Admin | Mark business partners as government partners and set a standard discount for business partners |
Recipes
| Access | Access existing recipes |
| Modify | Create, modify, and delete recipes |
Materials
| Access | Access existing materials |
| Modify | Create, modify, and delete materials |
| ⭐Costing | Override the calculated cost of materials |
Product SKUs
| Access | Access existing product SKUs |
| Modify | Create, modify, and delete product SKUs |
| ⭐Costing | Override the calculated cost of products |
Equipment
| Access | Access existing serialized equipment |
| Modify | Create, modify, and delete serialized equipment |
Administration
| Company Info | Configure company information, including categories and third-party integrations |
| User Roles | Add users, configure user roles, and retire users |
| Notifications | Create, modify and delete notifications for different groups of users |
Production Access
These permissions are related to the production process, including your inventory, tanks and scheduled brews.
Inventory
| Access Products | Access existing product inventory levels |
| Access Materials | Access existing material inventory levels |
| Create Count | Create, perform, and delete inventory counts and snapshots |
| Finalize Count | Finalize inventory counts to apply them to your inventory |
| Setup Warehouses | Create, modify, and delete warehouses |
| Transfer | Transfer material and product inventory between warehouses |
| ⭐Modify | Directly modify inventory levels |
Tanks
| Access | Access existing tanks |
| Contents | Access the contents of a tank |
| Transfer | Transfer the contents of a tank into packaged product, another tank, or another warehouse |
| Configure | Create, modify, and delete tanks |
| ⭐Modify | Create, modify, and delete tank contents |
Schedule
| Access | Access existing scheduled events |
| Create Event | Create, modify, and delete scheduled events |
| Modify Brew Sheet | Enter data for the brew sheet associated with a scheduled event |
| Configure Brew Sheet | Create, modify, and delete fields that exist on your brew sheets |
Transactions Access
These permissions are related to transactions involving your brewery and your business partners, such as sales orders, retail sales and purchase orders.
Retail Transfers
| Access | Access existing taproom and consignment transfers |
| Create | Create, modify, and delete taproom and consignment transfers |
| Approve | Approve taproom and consignment transfers |
| Finalize | Finalize taproom and consignment transfers to apply them to your inventory |
Rentals
| Access | Access existing rental records for serialized equipment |
| Modify | Directly modify rental records |
| Return | Mark rented serialized equipment as returned |
Deliveries
| Access | Access existing scheduled deliveries |
| Modify | Create, modify, and delete scheduled deliveries |
| Perform | Complete scheduled deliveries |
Sales Orders
| Access | Access existing sales orders |
| Create | Create, modify, and delete sales orders, alongside being able to submit them for approval |
| Approve | Approve sales orders |
| Finalize | Finalize sales orders to apply them to your inventory |
| Pricing Override | Override the default item pricing, taxes and customer discount for sales items |
| All Drafts | Access sales orders marked as a draft by other users |
Purchase Orders
| Access | Access existing purchase orders |
| Create | Create, modify, and delete purchase orders, alongside being able to submit them for approval |
| Approve | Approve purchase orders |
| Finalize | Finalize purchase orders to apply them to your inventory |
Retail Sales
| Access | Access existing retail sales |
| Create | Create, modify, and delete retail sales |
| Finalize | Finalize retail sales to apply them to your inventory |
| Setup Taproom | Configure your taproom |
| Pricing Override | Override the default item pricing and customer discount for sales items |
Point of Sale
| Supervisor | Access the point-of-sale system as a supervisor |
| Profile | Access the point-of-sale system |
Reports Access
These permissions are related to the reporting system of the application.
All Reports
| Production |
Grants access to the following reports:
|
| Sales Manager |
Grants access to the following reports:
|
| Sales Representative |
Grants access to the following reports:
|
| Taxes |
Grants access to the following reports:
|
Restrictions
These restrictions allow you to limit employee access to specific parts of the application.
Recipes
| Restricted Access | Prevents employees from accessing recipes that they have not been given explicit access to view |
Further Reading
Setting User Roles