Set delete permissions for users to ensure that only those authorized can perform these actions. This feature helps maintain data integrity and security by preventing unauthorized deletions that could disrupt operations or lead to data loss.
The different delete permissions determine which users can delete orders, stock documents, items, and contacts.
Users with default access have all delete permissions enabled.
There are 7 delete permissions, each for deleting different objects:
Delete sales orders (includes quotes)
Delete customers
Delete manufacturing orders
Delete purchase orders (includes outsourced purchase orders)
Delete suppliers
Delete stock documents (stock adjustments, stock transfers, and stocktakes)
Delete items (products and materials)
Enabling/Disabling permissions
To add or remove permissions from a user, click your name in the top right, choose Team, and click on the user.
Once you've clicked on the username, a side panel will open where you can customize the permissions. Click on Workflows to see the different delete permissions, and check/uncheck them to enable/disable.
Permissions are initially set when inviting a user to Katana, but can be changed at any time from the Team page. Read more about user permissions.
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