You want to control who has access to your company. Depending on your industry, you may have to control who has access to approvals, manufacturing, and users. DataNinja makes this easy through Permissions settings; most permissions nestled under the permission field can be understood at a glance. Pay close attention to the “Create” and “Delete” permissions as you assign permissions to users. If you have questions about a specific permission, please contact us.

Important

Assign permissions to Roles instead of individual users whenever possible. Roles make things more scalable as the team changes over time, since you can just remove the user from roles to revoke permissions, rather than hunting down every permission granted to the user. You can define as many roles as are needed, and assign them to one or more users- there's no restrictions on the number of roles a user can have.

Note: Until a user or a role is given explicit permission for taking an action within DataNinja (like scanning materials into an electronic batch record) everyonehas that permission. As soon as you lock it down to just a given person or group then only those with the permission are allowed to perform the function. This significantly streamlines permissions management during implementation and in the future.

CFR 21 Part 11 Regulation states that user accounts cannot be shared, as it eliminates accountability for actions taken within the system. However, it's easy to decommission temp worker accounts and create new accounts, either in the UI or through the API.

Manage Permissions

To open the Permission page, click on the gear in the top right and click on 'Permissions' in the Settings column.

Each "Manage Access" area has multiple functionalities based permission controls. You can allow access by Team Role or by User. To remove a permission from a role or user, click the trash can to the right of the role/user name.

Explanation of Permissions

If no roles or users have been assigned to a permission, that action is currently open to all users. Once you assign at least one role or user to a subsection, access becomes restricted to only those assigned. Pay close attention to 'Delete' type permissions in particular, as those actions can be irreversible.

Approvals & eSignatures

Allows users to reset or reject eSignatures and approvals. QA and production roles should typically have access to these permissions.

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Custom Fields

Allows users to create or update custom fields on supported objects. Without this permission, users cannot modify how data is captured on records. These permissions pertain to creating/deleting/updating custom fields on the API page; they do not restrict users from entering data into a custom field on a record.

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Inspection

Allows users to create or delete inspection roles, criteria, and attributes for incoming inspection as well as manage advanced inspection configurations for both manufactured and received materials.

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Inventory Management

Allows users to adjust or transfer inventory. Without these permissions, users cannot make any manual changes to inventory quantities or locations.

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Maintain BOM

Allows users to create, update, or delete BOMs (Bills of Materials). There are granular permissions around adding required parts, trackable attributes, labor steps, and labor attributes.

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Maintain Batch

Allows users to manage batch inventory and batch properties. Batches are the key to traceability, and these permissions control who can modify batch records throughout their lifecycle.

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Maintain Equipment

Allows users to create or update equipment as well as create, update, and delete IoT connections. The person responsible for maintaining your DataNinja hub and printers will need IoT connection permissions.

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Maintain Parts

Allows users to create or update parts, maintain conversions, and create, update, or delete inspection criteria and attributes.

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Maintain Printers

Allows users to create or update printers. The person responsible for maintaining your DataNinja hub and printers will need this permission.

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Maintain Units of Measure

Allows users to create or update units of measure and maintain conversions. Units of measure are key to receiving and production flowing smoothly.

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Maintain Users

Allows users to create, update, and delete users as well as set access or reset passwords. This permission controls who can manage other users' accounts in DataNinja.

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Manufacturing Execution

Allows users to create, update, and delete utilized part transactions, record and update process step attributes, update process checks, and manage equipment use in manufacturing. Users with these permissions can change what is used in production.

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Material Reservation

Allows users to create, update, or delete material reservations. Without this permission, users cannot place holds on inventory for upcoming production.

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Notes/Attachments

Allows users to create, update, or delete notes and attachments across records in the system.

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Pick Pack Ship

Allows users to create and manage shipments. Everyone in shipping will need some of these permissions.

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Planning

Allows users to create, update, or delete batches from the planning schedule.

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Receive Materials

Allows users to receive new materials, open and close POs, and quick-receive materials.

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Waves

Allows users to manage waves — including creating, updating, and deleting them — and delete the associated pick requests and pick events.