Defining Roles and Users
Shipping Execution provides data access controls called roles that control users’ access to the Actions list and Tools menu in the Shipping Transactions form. Roles are assigned to users using grants that control access to view or edit specific shipping data or actions.
This is useful, for example, if you want to assign a grant to inexperienced users that provides view-only access or assign grants that prevent unwanted actions such as unintentional pick releases across multiple organizations.
Define Roles
For each role, you can select the following data access controls that control edit and view access to shipping entities such as trips, stops, deliveries, lines/LPNs.
■ Data Access Edit enables you to edit and view the data
■ Data Access View enables you to browse the data
■ Data Access None prevents you from editing and browsing data and performing actions
A role can provide either view-only, edit-only, or a combination of view and edit access depending on the set up of the role. You can create customized roles by defining the access controls you want. During the set-up for each role, you can
quickly enable or disable actions by selecting the Disable or Enable Actions button.
Set up -> Shipping -> Grant & Roles Defination -> Roles
Granting a Role to a User
You can grant a user a role in one organization or all organizations for a period of time. The role is assigned to a user by a grant. The grant is specific to a particular user and defines the role(s) assigned to the user, the organization where the grant is effective, the start date and optionally, an end date
A grant can have one or all inventory organizations. If an organization is not specified, the grant is applicable to all organizations. If the user’s activities span more than one organization, for example, a stock picker who pick releases across multiple organizations (but not all), then separate grants for each organization must be created to associate the user, the user’s role, and effective dates for the grant. Alternately, if you do not select a specific organization, the stock picker can pick across all organizations.
Set up -> Shipping -> Grant & Roles Defination -> User
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