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Instinct Stockroom Setup: Users

Updated over a year ago

🙋 Users

All of your Instinct EMR users will appear automatically on the Stockroom Users page. To be granted access to Stockroom, users must have the EMR permission admin_products.

There are 2 Stockroom access levels:

  • Practice Admin – These users can access all Stockroom functionality, including managing products, suppliers, manufacturers, users, and viewing Analytics.

  • Stockroom User – These users can view inventory, create stock through purchase orders, and update cycle counts.

Stockroom users can be assigned one of 3 roles:

  1. No Stockroom Access

  2. Stockroom User – Access to Local Inventory, Purchase Orders, and Cycle Counts

  3. Practice Admin – Access as Stockroom User, plus access to Analytics and Admin section

Changing a user’s setting can be done by selecting the intended setting under the Access column.


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