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Delete permissions

Control permissions for deleting in Katana to ensure secure and accurate data management.

Michael De Giovanni avatar
Written by Michael De Giovanni
Updated over a week ago

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

  1. Click your account name (top right) and select Team.

  2. Choose the user whose permissions you want to edit.

    Screenshot showing how to find a user from the Team page

  3. A side panel will open. Go to Workflows.

    Screenshot highlighting the Workflows tab for permissions

  4. 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


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