Understanding Permission Toggles
When adding or removing permissions, you’ll see various toggles listed inside a section. Each one defines what the selected role can see and do inside the system.
Tool Toggles
Approve:
Finalize or sign-off on a record

Create:
Add new records or entries

Delete:
Permanently remove a record

Edit:
Modify or correct existing records

Enable:
Activates a role, module, or permission group

Immediate:
Process an action instantly, skipping checks

Receive:
Confirm arrival or receipt

Release:
Dispatch or send materials out

Reports:
Access analytics and reporting modules

Reserve:
Hold stock to use for a later point in time

Reverse:
Undo a processed action or adjustment

Submit:
Send to next workflow stage

Update:
Modify or correct existing records

View:
See and open existing records

Void:
Cancel or mark as invalid (kept for audit)

Notification Toggle
Approved:
Notifies you when an item or request is approved.

Closed:
Notifies you when a record or site is closed.

Created:
Notifies you when a new record is created.

Processed:
Notifies you when a return or over-return has been processed.

Received:
Notifies you when inventory or an item is received.

Rejected:
Notifies you when an item or request is rejected.

Released:
Notifies you when inventory or an item is released.

Submitted:
Notifies you when a request, return, or form is submitted.

Updated:
Notifies you when an existing record is updated.

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