When adding the members of your team to WholeCell, you'll want to set up their permissions so they can access what they need to do their jobs, and restrict access to the information you want kept private.

To adjust the permissions for a specific teammate, have an administrator go to their profile from the Users page and click on Permissions:

From the permissions page you can select what access profile you want for each kind of information in WholeCell.  The available profiles are:

Full Access (Read, Write, Delete)
Users will be able to view, edit, and delete the information in question.

Read + Write Only
Users will be able to view and edit the information, but will not be able to delete it.

No Access
Users will not be able to view, edit, or delete the information.  Pages will be hidden and table columns will be removed.


Here are the profiles that are currently supported for each information type:

Financial

Analytics

  • Full Access (Read, Write, Delete)
  • No Access

Sale Price

  • Full Access (Read, Write, Delete)
  • No Access

Cost

  • Full Access (Read, Write, Delete)
  • No Access

Inventory Line Items

  • Full Access (Read, Write, Delete)
  • No Access

Sales

Offer Analysis

  • Full Access (Read, Write, Delete)
  • No Access

Invoices

  • Full Access (Read, Write, Delete)
  • Read + Write only
  • No Access

Orders

  • Full Access (Read, Write, Delete)
  • No Access

Pricing

  • Full Access (Read, Write, Delete)
  • No Access

Operations

Purchase Orders

  • Full Access (Read, Write, Delete)
  • No Access

Inventory

  • Full Access (Read, Write, Delete)
  • Read + Write only
  • No Access

Process Batches

  • Full Access (Read, Write, Delete)
  • No Access

Inventory Reports

  • Full Access (Read, Write, Delete)
  • No Access

General

Organizations

  • Full Access (Read, Write, Delete)
  • No Access

Settings

  • Full Access (Read, Write, Delete)
  • No Access

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