Give clerks, supervisors, auditors and administrators the right operating access.
Inventory Clerk prepares requests and maintains handling units, loads, stops, items, lots and locations.
Inventory Supervisor reviews requests and handles correction, reversal and reconciliation.
Auditor reads decisions, movements and receipts without changing operational records.
App Administrator maintains organizations and team members.
| Role | Pallet custody | Stock requests | Lot inventory | Movements and reservations | Loads and stops | Review and evidence |
|---|---|---|---|---|---|---|
| Inventory Clerk | Edit | Edit | Edit | Edit | Edit | Edit |
| Inventory Supervisor | View | View | View | View | View | View |
| Auditor | View | View | View | View | View | View |
| App Administrator | View | Edit | View | View | View | Edit |
| Admin | View | View | View | View | — | View |
Prepare stock requests, maintain items, lots, locations and operational records, and run the stock actions on the Operations Desk.
Starts on: Draft Requests Inbox
Review and decide stock requests, reverse movements, correct or cancel scope, reconcile, and maintain stock policies.
Starts on: Open Stock Requests
Read-only access to every record and the evidence trail (decisions, receipts, movements).
Starts on: Handling Units Register
Maintain the organization and its team members.
Starts on: My Team Member Record
Maintain platform access for the configured operating roles.
Start free, then use Proto to change fields, steps and approvals before your team goes live.