System Features

In IntelliTrack, a feature is a property or action that is part of a user role. IntelliTrack contains many features. A complete list of the features is found in the next section, see "IntelliTrack Features". Access to a feature in IntelliTrack is linked to the user role. Each user of IntelliTrack should be assigned at least one user role. Based on the assigned role or roles, a user is able to perform different actions in IntelliTrack.

If a feature is part of a role, this role allows access to the feature and any user that is assigned to this role is able to perform this action in IntelliTrack.
In addition to allowing a feature, role-based security controls the access level to it.
Certain features may be given Edit access, which means the user can add, edit, or delete data; or where applicable perform data transactions.
Certain features may be given Read-Only access, which means the user can view the data, but not manipulate it in any way.
If a feature is not included in a role, this role does not allow access to the feature and any user assigned to this role cannot use this system feature.
IntelliTrack contains many features; they are listed below.

IntelliTrack Features

Examples of properties in IntelliTrack that are features are "item" and "location." Examples of actions in IntelliTrack that are feature are "Add Item to Inventory," and "Inventory Single Move." A feature in IntelliTrack often has two access levels: Edit and Read-Only. IntelliTrack has many features; they are listed in the System Features table, below.

Note: If a feature option is not available to be assigned to a role, it is because the IntelliTrack license for the logged-in user does not contain access to this feature.

System Features
Feature Name	Available Access	Access Description	No Access
IntelliTrack for BigCommerce	Edit	Activate IntelliTrack for BigCommerce in the Plugin Host Utility.	Cannot activate IntelliTrack for BigCommerce.
IntelliTrack for BigCommerce Manual Sync	Edit	Activate IntelliTrack for BigCommerce and the Synchronization tab in the Plugin Host Utility.	Cannot activate IntelliTrack for BigCommerce.
Add Item to Inventory	Edit	Add an item to inventory at the Add Item to Inventory form. In order for a role to grant access to this feature, the role must also include the Items feature.	Cannot reach the Add Item to Location form.
Asset Documents	Read-Only Edit	Requires access to the Assets feature. Edit: The Documents tab is visible at the Asset form. Upload and attach documents to an asset record, download an asset document, delete an asset document from the Asset form. Read-Only: The Documents tab is visible at the Asset form. View the Document tab and download an asset document from it.	Cannot upload documents to an asset.
Asset Inventory	Edit	Perform asset inventory in IntelliTrack Mobile.	Cannot perform asset inventory in IntelliTrack Mobile.
Assets	Edit and Read-Only	The Assets > Asset Data option is enabled. Edit: Add an asset-type item to IntelliTrack. Add an asset to an asset-type item. Add an asset to a site-location. Edit asset information. Add, edit, or delete account and condition lookups at the Manage Lookups page. In order to add an asset-type item, the role must also include edit access to the Items feature. Read-Only: View asset list for an asset-type item.	Cannot assign an item the Asset property. Cannot reach the Assets form from the Manage Items page. Account and Condition Lookups are not displayed at the Manage Lookups page. The Assets > Asset Data option is disabled.
Assignees	Edit and Read-Only	The Manage > Assignees option is enabled. Edit: Add, edit, delete assignee information. Read-Only: View assignee information.	The Manage > Assignees option is disabled.
Barcode Carrier Decode	Edit and Read Only	Edit: the user may add a barcode carrier decode rule to a carrier or shipping method. The system will populate the package carrier and shipping method if the barcode carrier decode rule finds a carrier and/or shipping number match when the tracking number is scanned for a package when it is added to the system. Read-Only: the system will populate the package carrier and shipping method if the barcode carrier decode rule finds a carrier and/or shipping number match when the tracking number is scanned for a package when it is added to the system.	Cannot add a barcode carrier decode rule to a carrier or shipping method.
Barcode Parsing	Edit and Read-Only	The Portable > Barcode Parsing Rules option is enabled. Edit: the user may add, edit, or delete barcode parsing rules. Read-Only: the user may view barcode parsing rules, but may not add, edit, or delete a rule.	The Portable > Barcode Parsing Rules option is disabled.
Batch Device	Edit	The Portable > Download Mobile Application option is enabled. User is able to operate the mobile batch application.	Cannot use IntelliTrack Mobile batch.
Batch Processing	Edit and Read-Only	The Portable > Batch Processing option is enabled. Edit: Ability to edit or delete individual batch transaction; purge uploaded data, and process batch data into the web application. Read-Only: view uploaded data.	The Portable > Batch Processing option is disabled.
Carriers	Edit and Read-Only	The Manage > Carriers/Methods option is enabled. Edit: Add, edit, or delete a carrier record. Read-Only: view a carrier record.	The Manage > Carriers/Methods option is disabled.
Check In	Edit	The Assets > Check In option is enabled. Check in an asset to its default location (applies to the web application and the mobile application).	The Assets > Check In option is disabled (web application and mobile application).
Check Out	Edit	The Assets > Check Out option is enabled. Check out an asset to an assignee (applies to the web application and the mobile application).	The Assets > Check Out option is disabled (web application and mobile application).
Companies Divisions Sites	Edit and Read-Only	The Manage > Company option is enabled. Edit: Ability to add, edit, or delete records from the Manage Company page. Read-Only: View Company, Division, Site information.	The Manage > Company option is disabled.
Consumable Inventory	Edit	Perform a physical inventory count of consumable items in IntelliTrack Mobile.	Cannot perform a physical inventory count of consumable items in IntelliTrack Mobile.
Containers	Edit and Read-Only	The Manage > Containers option is enabled. The Manage > Containers Type option is enabled. Edit: Ability to add, edit, or delete records from the Manage Containers page and add, edit, or delete container type information. In order to access the Containers feature, the role must also include the Locations feature. Read-Only: View container information; view container type information.	The Manage > Containers option is disabled. The Manage > Container Types option is disabled.
Convert Unit of Measure	Edit	An inventory unit of measure conversion may be performed on an item found in inventory, when a smaller or larger unit of measure is available for the item. The Convert Unit of Measure icon is available at the Inventory Data page in the web application. In order to use this feature, the Inventory View feature must also be enabled.	The Convert Unit of Measure icon is not displayed at the Inventory Data page.
Custom Titles	Edit and Read-Only	The Tools > Custom Titles option is enabled. Edit: Ability to change a default title in IntelliTrack. Read-Only: View custom title information.	The Tools > Custom Titles option is disabled.
Customers	Edit and Read-Only	The Manage > Customers option is enabled. Edit: Ability to add, edit, or delete records from the Manage Customers page. Read-Only: View customer information.	The Manage > Customers option is disabled.
Delete Reports	Edit	The Delete icon is available from the ribbon in the End User Report Designer application, when a custom report is selected. The user is able to delete the custom report.	The user may not delete a custom report. The Delete icon is disabled when a custom report is selected.
Depreciation	Edit and Read-Only	The Depreciation option is displayed at the Division Options\Assets form. The fiscal year end and the partial month convention settings for the division are displayed. The Assets > Depreciation Classes option is enabled. Edit: Ability to add, edit, and delete a depreciation class; ability to calculate depreciation for all classes or for a specific class. Ability to assign a depreciation class to an asset-type item. Ability to calculate depreciation for an asset at the Assets form\Depreciation tab. Read-Only: Ability to view depreciation classes. Ability to view the depreciation class for an asset-type item. Ability to view depreciation information for an asset.	The Depreciation information is not available at the Division form\Assets tab. The Assets > Depreciation Classes option is not available. The Depreciation Class field is not displayed in the Manage Items form. The Depreciation tab is not displayed in the Assets form.
Design Label	Edit	The Reports > Install End User Report Designer option is enabled.	The Reports > Install End User Report Designer option is disabled.
Design Report	Edit	The Reports > Install End User Report Designer option is enabled.	The Reports > Install End User Report Designer option is disabled.
Email Notifications Advanced Email Notifications Basic	Edit	Email notifications are available at the User Preferences page.	Email notifications are not available at the User Preferences page.
History	Read-Only	The Reports > History option is enabled.	The Reports > History option is disabled.
Integrate	Edit and Read-Only	The Tools > Install Import-Export Utility option is enabled. The Tools > Install Plugin Host Utility option is enabled. Edit: Ability to add and edit data via the Import Export Utility. Read-Only: Ability to retrieve data lists via the Import-Export Utility.	The Tools > Install Import-Export Utility option is disabled. The Tools > Install Plugin Host Utility option is disabled.
IntelliTrack for Magento	Edit	Activate IntelliTrack for Magento in the Plugin Host Utility	Cannot activate IntelliTrack for Magento
IntelliTrack for Magento Manual Sync	Edit	Activate IntelliTrack for Magento in the Plugin Host Utility and the Synchronization tab	Cannot activate IntelliTrack for Magento
IntelliTrack for QuickBooks Desktop	Edit	Activate IntelliTrack for QuickBooks Desktop in the Plugin Host Utility.	Cannot activate IntelliTrack for QuickBooks Desktop.
IntelliTrack for QuickBooks Online	Edit	Activate IntelliTrack for Quickbooks Online in the Plugin Host Utility.	Cannot activate the Bisquick Online Plugin.
IntelliTrack for Shopify	Edit	Activate IntelliTrack for Shopify in the Plugin Host Utility	Cannot activate IntelliTrack for Shopify.
IntelliTrack for Shopify Manual Sync	Edit	Activate IntelliTrack for Shopify and the Synchronization tab in the Plugin Host Utility.	Cannot activate IntelliTrack for Shopify.
IntelliTrack for WooCommerce	Edit	Activate IntelliTrack for WooCommerce in the Plugin Host Utility.	Cannot activate IntelliTrack for WooCommerce.
IntelliTrack for WooCommerce Manual Sync	Edit	Activate IntelliTrack for WooCommerce and the Synchronization tab in the Plugin Host Utility.	Cannot activate IntelliTrack for WooCommerce.
Inventory Adjustment	Edit	Adjust inventory at the Inventory Adjustment form. In order to access this feature, the role must also include the Inventory View feature.	The Adjust icon on the Inventory Data page is not displayed.
Inventory Allocation	Edit	The Allocate Inventory options for IntelliTrack Inventory are available for the division. Inventory is allocated for picking orders when this feature is used. The allocated quantity is taken into account when adding a line item to a picking order and when adjusting item quantity.	The Allocate Inventory options are not available for IntelliTrack Inventory.
Inventory Asset Mass Move	Edit	Perform a mass move of all assets in one site-location to another site-location in the web application and the mobile application.	The Inventory > Move > Mass Move Assets option is disabled (web and mobile).
Inventory Asset Single Move	Edit	The Inventory > Move > Single Asset Move option is enabled. Perform an inventory move of a single asset from one site-location to another site-location in the web application and the mobile application.	The Inventory > Move > Single Asset Move option is disabled (web application and mobile application).
Inventory Container Move	Edit	The Inventory > Move > Container Move option is enabled. Perform an inventory move of a container from one site-location to another site-location.	The Inventory > Move > Container Move option is disabled.
Inventory Mass Move	Edit	The Inventory > Move > Mass Move option is enabled. Perform an inventory move of all items in a container in the web application and in the mobile application.	The Inventory > Move > Mass Move option is disabled (web application and mobile application).
Inventory Single Move	Edit	The Inventory > Move > Single Move option is enabled. Perform an inventory move of a single consumable item in the web application and in the mobile application.	The Inventory > Move > Single Move option is disabled (web application and mobile application).
Inventory View	Read-Only	The Inventory > Inventory Data option is enabled. Depending on the Site options, access to this feature allows the user to update portable inventory counts and delete inventoried values.	The Inventory > Inventory Data option is disabled.
Issue	Edit	The Inventory > Stock > Issue option is enabled. Can process issue order transactions. (Applies to both web application and IntelliTrack Mobile application.)	The Inventory > Stock > Issue option is disabled. (Applies to both web application and IntelliTrack Mobile application.)
Items	Edit and Read-Only	The Manage > Items option is enabled. Edit: Add, edit, delete item records in the web application. Add item record in the mobile application. Read-Only: View items.	The Manage > Items option is disabled.
Locations	Edit and Read-Only	The Manage > Locations option is enabled. Edit: Add, edit, delete location records in the web application. Add a location record in the mobile application. Read-Only: View location information.	The Manage > Locations option is disabled.
Lookups	Edit and Read-Only	The Manage > Lookups option is enabled. Edit: Can add, edit, or delete lookup information in the web application. Read-Only: View lookup information.	The Manage > Lookups option is disabled.
Lookups Mailroom	Edit and Read Only	The Manage > Buildings option is enabled. The Manage > Lookups option is enabled. Edit: Can add, edit, or delete mailroom lookup information (damages, package types, building, room, and mail stop) in the web application. Read-Only: View mailroom lookup (damages, package types, building, room, and mail stop) information.	The Manage > Buildings option is disabled. The Manage > Lookups option is disabled.
Maintenance and Calibration	Edit	The Assets > Maintenance and Calibration option is enabled. Add a maintenance and/or calibration order to the system in the web application.	The Assets > Maintenance and Calibration option is disabled.
Mobile Drop Down Lists	Read-Only	The Display drop down lists checkbox is available for each order in the User Preferences form in IntelliTrack Windows Mobile.	The Display drop down lists checkbox is not available for each order in the User Preferences form in IntelliTrack Windows Mobile.
Package Data	Edit and Read Only	The Packages > Package Data option is enabled. Edit: add, edit, or delete a package with a received status. Read Only: view a package.	The Packages > Package Data option is disabled.
Package Deliver	Edit	The Packages > Deliver Package option is enabled.	The Packages > Deliver Package option is disabled.
Package Lost	Edit	The Lost checkbox in the Add/Edit Package form is enabled.	The Lost checkbox in the Add/Edit Package form is not available.
Package Mass Move	Edit	The Move > Mass Move Packages option is enabled.	The Move > Mass Move Packages option is disabled.
Package Receive	Edit	The Packages > Receive Package option is enabled.	The Packages > Receive Package option is disabled.
Package Recipient	Edit or Read-Only	Edit access to this feature grants full package recipient access to an assignee. Read only access to this feature grants view access to packages.	No access to package recipient functions.
Package Single Move	Edit	The Move > Single Package Move option is enabled.	The Move > Single Package Move option is disabled.
Picking Order	Edit and Read-Only	The Orders > Picking option is enabled. Edit: In the web application, the user may add, edit, and delete a picking order. Also, the user may process picking order transactions in the web application and mobile application.) Read-Only: View orders. (The Orders > Picking option in the mobile application is disabled.)	The Orders > Picking option is disabled. (Applies to both web application and mobile application.)
Purge Data	Edit	At the Inventory Data page in the web application, the Purge icon is enabled and the user may purge inventory data for the selected site.	The Purge icon is not visible.
Purge Packages	Edit	The Purge icon is activated at the Packages Data page in the web application and the user may purge packages that have been lost or delivered. Purge options include all packages and packages by recipient group. The user may also purge associated recipients.	The Purge icon is not visible.
Rapid Check In Out	Edit	The Assets > Rapid Check In/Out option is enabled. At the View Labels page, Rapid Check In/Out labels are available. The user may perform a rapid check in or check out from Rapid Check In/Out page in the web application.	The Assets > Rapid Check In/Out option is disabled. The View Labels page does not contain any Rapid Check In/Out labels.
Receipt	Edit	The Inventory > Stock > Receipt option is enabled. Can process receipt transactions. (Applies to both web application and IntelliTrack Mobile application.)	The Inventory > Stock > Receipt option is disabled. (Applies to both web application and IntelliTrack Mobile application.)
Receiving Order	Edit and Read-Only	The Orders > Receiving option is enabled. Edit: Can process receiving order transactions. (Applies to both web application and mobile application.) Read-Only: View receiving orders. (Orders > Receiving option in the mobile application is disabled.)	The Orders > Receiving option is disabled. (Applies to both web application and mobile application.)
Reserve	Edit and Read-Only	The Assets > Reservations option is enabled. Edit: Reserve an asset or assets to an assignee; available in the web application only. Read-Only: View asset reservations.	The Assets > Reservations option is not available.
Retire	Edit	The Retire icon is displayed in the Assets form; the Assets > Retire option is available in the mobile application. Can retire an asset in the web application and in the mobile application.	The Retire icon is not displayed in the Assets form or at the Assets Data page in the web application; the Assets > Retire option is not available in the mobile application.
Return	Edit	The Inventory > Stock > Return option is enabled. Can process return order transactions. (Applies to both web application and IntelliTrack Mobile application.)	The Inventory > Stock > Return option is disabled. (Applies to both web application and IntelliTrack Mobile application.)
RFID	Edit	Enables RFID in IntelliTrack and IntelliTrack Mobile Windows.	RFID is not available in IntelliTrack or IntelliTrack Windows Mobile.
RFID Tracking	Edit	Requires RFID. Allows IntelliTrack-RLS integration. The RFID Reader Location column is available in the Manage Locations page. The RFID Reader Location drop-down field is available in the Add/Edit Location form.	IntelliTrack-RLS integration is not allowed. The RFID Reader Location column is not available in the Manage Locations page. The RFID Reader Location drop-down field is not available in the Add/Edit Location form.
Roles	Edit	The Security > Role Management option is enabled. Edit: Add, edit, or delete roles from the Role Management page.	The Security > Role Management option is disabled.
Setup	Edit	The Tools > IntelliAssistant > Setup Assistant option is enabled. Can use the Setup Assistant to add the main company, division, and site to the application. Available in the web application only.	The Tools > IntelliAssistant > Setup Assistant option is disabled.
Unit Cost Tracking	Edit	The unit cost tracking option may be turned on for the division. This activates the Track Cost option for an item. When the Track Cost option is on for the item, the item unit cost is tracked for a stock receipt transaction, stock return transaction, or an item receive transaction.	The unit cost tracking option is not available.
Users	Edit and Read-Only	The Security > User Management option is enabled. Edit: Add or edit system users from the User Management page. Read-Only: View user information.	The Security > User Management option is disabled.
Vendors	Edit and Read-Only	The Manage > Vendors option is enabled. Edit: Add, edit, or delete vendor records in the web application only. Read-Only: View vendor information.	The Manage > Vendors option is disabled.
View Print Label	Read-Only	The Reports > View/Print Bar Code Labels option is enabled.	The Reports > View/Print Bar Code Labels option is disabled.
View Print Report	Read-Only	The Reports > View/Print Reports option is enabled.	The Reports > View/Print Reports option is disabled.
Wireless Device	Edit	The Portable > Download Mobile Application option is enabled. The user may operate the IntelliTrack Mobile RF application.	Cannot use IntelliTrack Mobile RF.