Bitrix24 New Access Permissions
Posted: Sun Dec 22, 2024 8:51 am
Set or limit access for each Bitrix24 user based on their roles and assigned permissions. Control what access is granted to Bitrix24 applications.
Access to Bitrix24 account by Bitrix24.Market Apps
Access to Bitrix24 tools with Bitrix24.Market applications
When you install an app from Bitrix24.Market , it asks for permission to access some data from your Bitrix24 account.
The security of the solutions provided by our partners is checked and verified before publication. After a partner submits a request for publication of the application, our experts check whether the requested access should be granted according to the application scenario.
Depending on the application scenario, there are korean girl whatsapp number different tools and sections that the application can access. Every application developer is responsible for working with users’ data. Therefore, it is important to check what data the application needs to access.
How can I check what permissions an app requests?
While installing the app, click on the Show all permissions button.
How can I check what permissions an app requests?
Show All Permissions
You will see the list of tools the app has requested access to:
How can I check what permissions an app requests?
Data Security
You can also see the requested permissions in the Data security section:
How can I check what permissions an app requests?
Data Security Department
Access to the Working Group Knowledge Base
Workgroup settings allow you to configure access to the group's knowledge base, such as permissions to view, edit, or delete pages. Here's how to configure this.
Workgroup knowledge bases access permissions
NOTE: Updates are being rolled out to Bitrix24 Cloud accounts gradually. It will be available to all accounts soon, please wait a bit.
You can now configure access permissions to knowledge bases in different workgroups and projects. Decide which users should have access to edit the knowledge base and which users should not view it in the workgroup.
Click About workgroup > Roles and permissions to open the settings.
Workgroup knowledge bases access permissions
Roles and Permissions
In this section, you can configure access to view, edit, and delete the knowledge base. Additionally, you can grant access to edit the knowledge base settings.
You can assign access to these actions to the workgroup owner, owner and moderators, all workgroup members, or authorized users.
NOTE: Authorized users are all users in your Bitrix24 account.
Workgroup knowledge bases access permissions
Access Permissions for the knowledge base
If a workgroup is private or secret, send a link to the workgroup knowledge base to a user who is not a member of that workgroup.
Workgroup knowledge bases access permissions
Link to Knowledge Base
If a workgroup is public, any user can access the knowledge base without joining it.
Workgroup knowledge bases access permissions
Open Knowledge Base
Access to Inventory Management
View access permission to Reports in inventory management
Added view access permission to reports in inventory management. You can now specify employees who can see the number of items remaining in each warehouse (or view product movements). This way, your team can monitor the warehouse and order new products in a timely manner. Here’s how you can configure access to inventory reports.
How to set access permission to view reports?
Go to Inventory management – Settings – Access permissions .
How to set access permission to view reports?
Access Permissions
Create a role for the employee who will work with the reports and add the View Reports access permission.
How to set access permission to view reports?
View Reports
Select the reports you want to grant access to.
How to set access permission to view reports?
Select Reports
Then configure the View and select warehouses access permission. If you do not configure this access permission, the employee cannot see detailed information about warehouses, only the total amount of money for product balances.
How to set access permission to view reports?
View and Select Reports
After saving the settings, the employee will have a report and will be able to check the balance and order new products.
How to set access permission to view reports?
Current Stock
Access permission: View and select repositories
The View and select warehouses access permission allows you to configure employees' access to a specific warehouse. For example, a company has several warehouses and you need to assign work to employees.
Enable this access permission for administrators who work with deals in CRM , so they can select warehouses and reserve items.
Configure access permission to view and select repositories
First, create a role for the employees who will work in the warehouse and add this access permission. Then, select the warehouse the employee will work with.
View and select repositories
Add Warehouse
The employee will only see the product quantities and documents related to this warehouse. He/she will not be able to select another warehouse by mistake.
What will the employee see if there are two different repositories in the document?
For example, the manager has created a stock entry for two different warehouses.
View and select repositories
Warehouses
If the employee has access to only one of the warehouses, he will see the document, but the information about the products in the other warehouse will be hidden from him.
Setting up access to the warehouse when working with an online store
If employees work in the CRM and run an online store, check if they have access to the warehouse.
A new deal is created when a customer places an order on the site. If the corresponding reservation mode is enabled, the product is automatically reserved in the selected warehouse by default.
For an employee to be able to change an item or warehouse, the access permission for that warehouse must be enabled and the reservation access permission must be configured. Otherwise, they will see a message that they do not have sufficient authorization to change items in the warehouse.
NOTE: You can configure warehouses in the Inventory management section – Other – Warehouses . To do this, select the appropriate option in front of the desired warehouse.
Configure access permission to view and select warehouses
More
Configure access permission to view and select warehouses
Default Repository
Inventory report
The inventory report is a report that shows the amount of products arriving at the warehouse, as well as how many products have been sold or moved to another warehouse within a certain period of time.
The report helps you control the movement of goods after they arrive at warehouses and see how well they are selling. You can also adjust product supply, reduce costs and increase revenue by ordering the most popular products from your dealers.
How to use the report?
To work with the report, go to CRM > Inventory management > Analytics > Inventory report .
Inventory Report
Inventory Report
Click the filter and specify the reporting period.
Inventory Report
Filter
General information is included in the Stock receipt and sales section at the top of the report .
Inventory Report
Stock Entry and Sales
Hover your cursor over the chart to see the total amount of products received and sold in the warehouse.
Inventory Report
Shipped from Warehouses
Shipped from warehouse – shows the quantity of goods sold from the warehouse. It is based on the processed sales orders for the selected reporting period and is counted at the purchase price of the products.
Received to warehouse - shows the quantity of goods received in the warehouse. Only takes into account products received according to stock receipts and stock adjustments. The value is counted based on the purchase price of the products.
If multiple warehouses are selected in the report, they will be collected into a single chart showing totals for all selected warehouses.
Inventory Report
Total
Clicking on the chart opens a table with detailed information about the quantity of products shipped and received, as well as the percentage of sales in each warehouse.
Inventory Report
Detail
At the bottom of the report, you can see information about product quantity changes in warehouses.
Inventory Report
Report
Initial stock balance – the amount of goods in stock at the beginning of the reporting period.
Quantity received – goods received in the warehouse for the selected reporting period according to the Inventory Management documents: Stock receipt, Stock adjustment, Stock transfer.
Quantity shipped – goods sold based on sales orders processed for the selected reporting period.
Ending stock balance – the amount of goods in stock at the end of the reporting period.
How can I view the inventory report for a specific warehouse?
For example, you need to check which goods are selling better in the warehouse to plan subsequent shipments. Click on the warehouse name to check these details.
Inventory Report
Warehouse
In the window that opens, you will see the product details for this warehouse.
Inventory Report
Inventory Report for Warehouse
You can also check information about a particular product with variants using the filter.
Inventory Report
Products
For example, there is a product ( One size cotton dress ) that has different color variations. To check the information about the sale of this product in one color, enter the product name & color ( One size cotton dress powder pink ) and click on the product found in the list.
Access to Bitrix24 account by Bitrix24.Market Apps
Access to Bitrix24 tools with Bitrix24.Market applications
When you install an app from Bitrix24.Market , it asks for permission to access some data from your Bitrix24 account.
The security of the solutions provided by our partners is checked and verified before publication. After a partner submits a request for publication of the application, our experts check whether the requested access should be granted according to the application scenario.
Depending on the application scenario, there are korean girl whatsapp number different tools and sections that the application can access. Every application developer is responsible for working with users’ data. Therefore, it is important to check what data the application needs to access.
How can I check what permissions an app requests?
While installing the app, click on the Show all permissions button.
How can I check what permissions an app requests?
Show All Permissions
You will see the list of tools the app has requested access to:
How can I check what permissions an app requests?
Data Security
You can also see the requested permissions in the Data security section:
How can I check what permissions an app requests?
Data Security Department
Access to the Working Group Knowledge Base
Workgroup settings allow you to configure access to the group's knowledge base, such as permissions to view, edit, or delete pages. Here's how to configure this.
Workgroup knowledge bases access permissions
NOTE: Updates are being rolled out to Bitrix24 Cloud accounts gradually. It will be available to all accounts soon, please wait a bit.
You can now configure access permissions to knowledge bases in different workgroups and projects. Decide which users should have access to edit the knowledge base and which users should not view it in the workgroup.
Click About workgroup > Roles and permissions to open the settings.
Workgroup knowledge bases access permissions
Roles and Permissions
In this section, you can configure access to view, edit, and delete the knowledge base. Additionally, you can grant access to edit the knowledge base settings.
You can assign access to these actions to the workgroup owner, owner and moderators, all workgroup members, or authorized users.
NOTE: Authorized users are all users in your Bitrix24 account.
Workgroup knowledge bases access permissions
Access Permissions for the knowledge base
If a workgroup is private or secret, send a link to the workgroup knowledge base to a user who is not a member of that workgroup.
Workgroup knowledge bases access permissions
Link to Knowledge Base
If a workgroup is public, any user can access the knowledge base without joining it.
Workgroup knowledge bases access permissions
Open Knowledge Base
Access to Inventory Management
View access permission to Reports in inventory management
Added view access permission to reports in inventory management. You can now specify employees who can see the number of items remaining in each warehouse (or view product movements). This way, your team can monitor the warehouse and order new products in a timely manner. Here’s how you can configure access to inventory reports.
How to set access permission to view reports?
Go to Inventory management – Settings – Access permissions .
How to set access permission to view reports?
Access Permissions
Create a role for the employee who will work with the reports and add the View Reports access permission.
How to set access permission to view reports?
View Reports
Select the reports you want to grant access to.
How to set access permission to view reports?
Select Reports
Then configure the View and select warehouses access permission. If you do not configure this access permission, the employee cannot see detailed information about warehouses, only the total amount of money for product balances.
How to set access permission to view reports?
View and Select Reports
After saving the settings, the employee will have a report and will be able to check the balance and order new products.
How to set access permission to view reports?
Current Stock
Access permission: View and select repositories
The View and select warehouses access permission allows you to configure employees' access to a specific warehouse. For example, a company has several warehouses and you need to assign work to employees.
Enable this access permission for administrators who work with deals in CRM , so they can select warehouses and reserve items.
Configure access permission to view and select repositories
First, create a role for the employees who will work in the warehouse and add this access permission. Then, select the warehouse the employee will work with.
View and select repositories
Add Warehouse
The employee will only see the product quantities and documents related to this warehouse. He/she will not be able to select another warehouse by mistake.
What will the employee see if there are two different repositories in the document?
For example, the manager has created a stock entry for two different warehouses.
View and select repositories
Warehouses
If the employee has access to only one of the warehouses, he will see the document, but the information about the products in the other warehouse will be hidden from him.
Setting up access to the warehouse when working with an online store
If employees work in the CRM and run an online store, check if they have access to the warehouse.
A new deal is created when a customer places an order on the site. If the corresponding reservation mode is enabled, the product is automatically reserved in the selected warehouse by default.
For an employee to be able to change an item or warehouse, the access permission for that warehouse must be enabled and the reservation access permission must be configured. Otherwise, they will see a message that they do not have sufficient authorization to change items in the warehouse.
NOTE: You can configure warehouses in the Inventory management section – Other – Warehouses . To do this, select the appropriate option in front of the desired warehouse.
Configure access permission to view and select warehouses
More
Configure access permission to view and select warehouses
Default Repository
Inventory report
The inventory report is a report that shows the amount of products arriving at the warehouse, as well as how many products have been sold or moved to another warehouse within a certain period of time.
The report helps you control the movement of goods after they arrive at warehouses and see how well they are selling. You can also adjust product supply, reduce costs and increase revenue by ordering the most popular products from your dealers.
How to use the report?
To work with the report, go to CRM > Inventory management > Analytics > Inventory report .
Inventory Report
Inventory Report
Click the filter and specify the reporting period.
Inventory Report
Filter
General information is included in the Stock receipt and sales section at the top of the report .
Inventory Report
Stock Entry and Sales
Hover your cursor over the chart to see the total amount of products received and sold in the warehouse.
Inventory Report
Shipped from Warehouses
Shipped from warehouse – shows the quantity of goods sold from the warehouse. It is based on the processed sales orders for the selected reporting period and is counted at the purchase price of the products.
Received to warehouse - shows the quantity of goods received in the warehouse. Only takes into account products received according to stock receipts and stock adjustments. The value is counted based on the purchase price of the products.
If multiple warehouses are selected in the report, they will be collected into a single chart showing totals for all selected warehouses.
Inventory Report
Total
Clicking on the chart opens a table with detailed information about the quantity of products shipped and received, as well as the percentage of sales in each warehouse.
Inventory Report
Detail
At the bottom of the report, you can see information about product quantity changes in warehouses.
Inventory Report
Report
Initial stock balance – the amount of goods in stock at the beginning of the reporting period.
Quantity received – goods received in the warehouse for the selected reporting period according to the Inventory Management documents: Stock receipt, Stock adjustment, Stock transfer.
Quantity shipped – goods sold based on sales orders processed for the selected reporting period.
Ending stock balance – the amount of goods in stock at the end of the reporting period.
How can I view the inventory report for a specific warehouse?
For example, you need to check which goods are selling better in the warehouse to plan subsequent shipments. Click on the warehouse name to check these details.
Inventory Report
Warehouse
In the window that opens, you will see the product details for this warehouse.
Inventory Report
Inventory Report for Warehouse
You can also check information about a particular product with variants using the filter.
Inventory Report
Products
For example, there is a product ( One size cotton dress ) that has different color variations. To check the information about the sale of this product in one color, enter the product name & color ( One size cotton dress powder pink ) and click on the product found in the list.