1. Cold Storage Management
  2. Cold-storage roles
Reference

Who can do what in Cold Storage Management

Keep request preparation, operating decisions and evidence review with the responsible people.

Who can do what

Permissions by role
RoleStorage Locations and LotsStock Requests and DecisionsEligible Stock ReservationsTemperature Excursion ReviewLoads and Handling UnitsStock Movements and ReversalsReconciliation and Evidence
Inventory ClerkEditEditEditEditEditEditEdit
Inventory SupervisorViewViewEditViewViewViewView
AuditorViewViewViewViewViewViewView
App AdministratorEditEditViewEditViewViewEdit
AdminViewView—View——View

Each role in detail

Inventory Clerk

Prepare stock requests, maintain items, lots, locations and operational records, and run the stock actions on the Operations Desk.

Can

  • Manage handling units, load stops, Loads, record attachments, stock items, stock lots, stock requests, storage locations, temperature excursions
  • View allocation policies, operation receipts, Organizations, review decisions, stock movements, stock reservations, team members

Starts on: Temperature Review

Inventory Supervisor

Review and decide stock requests, reverse movements, correct or cancel scope, reconcile, and maintain stock policies.

Can

  • Manage allocation policies
  • View handling units, load stops, Loads, operation receipts, Organizations, record attachments, review decisions, stock items, stock lots, stock movements, stock requests, stock reservations, storage locations, team members, temperature excursions

Starts on: Temperature Review

Auditor

Read-only access to every record and the evidence trail (decisions, receipts, movements).

Can

  • View allocation policies, handling units, load stops, Loads, operation receipts, Organizations, record attachments, review decisions, stock items, stock lots, stock movements, stock requests, stock reservations, storage locations, team members, temperature excursions

Starts on: Temperature Review

App Administrator

Maintain the organization and its team members.

Can

  • Manage Organizations, team members
  • View allocation policies, handling units, load stops, Loads, operation receipts, record attachments, review decisions, stock items, stock lots, stock movements, stock requests, stock reservations, storage locations, temperature excursions

Starts on: Temperature Review

Admin

Maintains platform user access and checks the account mapping used by the application team.

Can

  • Manage Users
  • View Organizations, team members

Set up Cold Storage Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started