1. Recipe / Formulation Mgmt
  2. Roles and permissions
Reference

Who can do what in Recipe / Formulation Mgmt

Separate planner preparation, operator evidence and guarded quality decisions using the app's actual access boundaries.

Who can do what

Permissions by role
RoleRecipe versionsIngredients and allergensProduction planningMaterial issues and stockProduction evidenceBatch quality
Production OperatorViewEditViewEditEditView
Production PlannerEditEditEditEditEditEdit
Quality ReviewerViewViewViewViewViewView
AdminViewEditEditEditEditEdit
ManagerViewViewApproveViewViewView

Each role in detail

Production Operator

Captures assigned production work and evidence. Record entry limited to Production Logs, Material Issues and Recipe Ingredients; referenced setup records are read-only context.

Can

  • Manage material issues, production logs, recipe ingredients
  • View Batches, inventory balances, Items, People, recipe versions, Resources, work orders

Starts on: Production Schedule

Production Planner

Owns production setup, planning and assigned operational work. Record entry on production and commercial tables; read-only on People and Inventory Balances.

Can

  • Manage Batches, Items, material issues, order lines, Orders, Parties, production logs, purchase lines, purchase orders, recipe ingredients, recipe versions, Resources, work orders
  • View inventory balances, People

Starts on: Production Schedule

Quality Reviewer

Reviews evidence and authorizes eligible domain outcomes. Read-only across every table; approval decisions belong to the guarded workflows.

Can

  • View Batches, inventory balances, Items, material issues, order lines, Orders, Parties, People, production logs, purchase lines, purchase orders, recipe ingredients, recipe versions, Resources, work orders

Starts on: Production Schedule

Admin

Coordinates account setup and controlled workflow configuration while preserving Quality Reviewer's batch-release authority.

Can

  • Manage Users, People
  • View Batches, inventory balances, Items, material issues, order lines, Orders, Parties, production logs, purchase lines, purchase orders, recipe ingredients, recipe versions, Resources, work orders

Manager

Owns the customer-order approval procedure agreed during setup so production release can check approved demand.

Can

  • Manage Orders
  • View order lines, Parties, Items, recipe versions, recipe ingredients, work orders, Resources, purchase orders, purchase lines, Batches

Reviews and approves

  • Approve Orders

Starts on: Production Schedule

Set up Recipe / Formulation Mgmt your way.

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

How to get started