Control who can delete records in Katana to maintain data security and prevent accidental data loss.
What delete permissions do
Delete permissions define which team members can permanently remove data. This helps:
Protect against unauthorized deletions.
Maintain accurate historical data.
Ensure accountability when managing orders, stock, and contacts.
Types of delete permissions
There are 7 delete permissions, each controlling a different object:
Delete sales orders – includes quotes.
Delete customers – removes customer records.
Delete manufacturing orders – removes MOs.
Delete purchase orders – includes outsourced purchase orders (OPOs).
Delete suppliers – removes supplier records.
Delete stock documents – covers stock adjustments, transfers, and stocktakes.
Delete and archive items – products and materials.
Default behavior
All Users with default access automatically have all delete permissions enabled.
Permissions can be customized for each User as needed.
How to enable or disable delete permissions
Click your account name (top right) and select Team.
Choose the user whose permissions you want to edit.
A side panel will open. Go to Workflows.
Check/uncheck the boxes for the specific delete permissions.
Permissions are set when a User is first invited to Katana, but can be updated anytime from the Team page.
Best practices
Only give delete rights to trusted users.
Consider limiting permissions for roles that don’t need to remove records.
Remember that deleted records can’t be recovered.
Learn more about user permissions
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]