Adjustments and stocktakes are governed by three separate permissions, and each one unlocks one specific ability rather than a bundle of general “adjustments access.” Getting them right matters for more than tidiness: on a stocktake counted by several people, who holds which of the three decides whether counters can see each other’s numbers while they’re still counting.
This article explains what each of the three permissions lets a person actually do, the rule that quietly changes what a counter can see the moment either of two of them is granted, and a practical guide to who on a warehouse team should hold which.
The three permissions on Adjustments
Under Stock Control in the Permissions matrix you will find three Adjustments checkboxes:
- View Adjustments – opens the door to the module. The Adjustments menu item and the Adjustments & Stocktake page only appear for a user who holds it. Once someone is in, creating a new adjustment, adding products to it, scanning counts against it, duplicating an adjustment, splitting one, deleting an adjustment, and removing a line from one don’t require anything beyond this – View Adjustments is what gets a person into the module in the first place.
- Reconcile Adjustments – lets a person settle a counted line to its one final quantity once more than one person has counted it, either one line at a time or several together with Reconcile Selected. Without it, the reconcile controls simply are not shown on a line.
- Authorize Adjustments – lets a person select Authorize and post an adjustment’s counted or corrected quantities to inventory. The same permission also gates the Stocktake from CSV wizard’s upload step: a person without it can open the wizard, choose a location, and download the counting file, but is blocked the moment they try to upload it back – so they cannot actually run a CSV stocktake, even though the Stocktake button that opens the wizard is visible to anyone who can open the module.
All three are granted independently of each other, and a person can hold any one, any two, or all three – but View Adjustments is the practical prerequisite for the other two, since the module does not appear in the menu or open without it.
Why a counter only sees their own count
This is the part of adjustments permissions that catches teams out, because there is no separate setting for it anywhere on the Permissions matrix – it falls straight out of the two grants above it.
Granting that person either Reconcile Adjustments or Authorize Adjustments switches that off – they immediately see every counter’s observations on every line, including who counted what. What a counter can still see is the line’s Status badge, which tells them a line is unsettled without revealing whose numbers produced it. The Variance and Reconciled Quantity columns stay blank, shown as a dash, until the line has been reconciled, so a counter sees that a line needs attention but never the size of the discrepancy. Note that a Conflict badge is used both when counters disagree with each other and when they agree but differ from system stock, so the badge alone does not say which.
There is no toggle to find for this and no separate “restricted counter” role to configure – it is derived automatically from the two permissions above it. Qoblex checks whether a person can reconcile an adjustment’s lines or authorize it; if the answer to both is no, each counter’s own tally, and the list of who has counted so far, are filtered down to that person’s own entries. The moment either answer becomes yes, the same screens show the full picture instead – every counter’s tally, on every line.
Why this matters on a multi-person stocktake
Count stock with scanners explains that more than one person can count the same adjustment at once, and that the moment a second, distinct person records a count, Qoblex turns it into a multi-user stocktake automatically and permanently – never something anyone chooses up front. This rule is what keeps that switch trustworthy: while several counters are scanning the same stocktake, a counter who only holds View Adjustments cannot see anyone else’s individual tally or name on a line. Each person’s own count stays theirs alone until someone who holds Reconcile Adjustments or Authorize Adjustments looks at the line – though, as above, that counter can still see from the line’s Status badge that a line needs attention, just not whose counts put it there.
That is exactly the moment reconciliation exists for. Once a stocktake becomes a multi-user count, anyone holding Reconcile Adjustments or Authorize Adjustments sees every counter’s number side by side – but only a person with Reconcile Adjustments can settle the one final quantity Qoblex will post – see When a stocktake needs reconciliation and Reconcile counted lines.
Reconcile and Authorize are separate grants
Settling a disputed count and signing off the whole adjustment do not have to be the same person’s job. Reconcile Adjustments only lets someone settle line quantities – it does not let them select Authorize. Authorize Adjustments only lets someone post the adjustment to inventory – it does not let them touch a line’s reconciliation, and Qoblex blocks authorizing an adjustment more than one person counted while it still has unreconciled lines, no matter who is asking; see Authorize an adjustment. Hold them apart when you want a second set of eyes between “the counts are settled” and “the stock change goes live” – or grant both to the same person when one person is meant to do both.
Who to grant what
Match the three permissions to what each person on a stocktake actually does. These are the abilities Qoblex offers, not fixed job titles – grant the combination that matches how your team actually works.
- Warehouse counters – View Adjustments only. They can open a stocktake and scan products into it, and their individual tallies stay independent of everyone else’s because they never see another counter’s number or name.
- A stocktake supervisor who settles disputed counts – View Adjustments plus Reconcile Adjustments. They can now see every counter’s observations on every line, and resolve each one to a final quantity, individually or with Reconcile Selected.
- A manager who signs off – View Adjustments plus Authorize Adjustments. They see every counter’s observations too, they are the one who posts the finished adjustment to inventory with Authorize, and they are the one who can run the Stocktake from CSV wizard end to end.
Give one person both Reconcile Adjustments and Authorize Adjustments only when you actually want them doing both jobs; there is no rule requiring it, and keeping the two apart is a legitimate way to make counting, resolving, and posting three separate checkpoints instead of one. The account owner is provisioned with all three by default, the same as every other module.
These three permissions are set from a user’s Permissions in Users & Access Management, the same way as any other module – see Permissions Matrix for how to grant and remove them.