Katana's permissions feature allows businesses to manage access and create specific roles to team members, ensuring secure and efficient collaboration. By setting appropriate permissions, you can control who can view, edit, and manage different aspects of your inventory and production processes.
Note: Permissions can only be adjusted for Users. Read more about Team member roles.
Default access
The default access level allows users to see all screens and access all core functionalities.
Default access does not allow you to:
Change billing or subscription details (only possible by the Account Owner)
Clear all account data (only possible by the Account Owner)
Custom access
Customizable permissions include:
Visibility permissions
Workflow permissions
Delete purchase orders
Delete suppliers
Delete stock documents
Admin permissions
Note: Custom user permissions are only available on Standard and higher plans.
When an account Owner or user with permission to Manage users invites a new user to Katana, they can add/remove permissions for that user and choose which locations they have access to.
If you'd like to change permissions for existing users, you can do so anytime by selecting Team from the dropdown under your name at the top right.
NOTE: If permissions are changed for a user, they'll need to refresh their active session.
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