Table of Contents

User - Roles

Overview

User roles are managed per user on the user card page, in the Roles part. Each user can have multiple roles assigned, which control their permissions and visibility of portal views.

User Role Properties

Field Name Description
Role Code Unique code for the role. Select from available portal roles.
Role Description Description of the role. Automatically filled based on the selected role code.
Enabled Indicates if the role is currently active and available for assignment.
Assignable Shows if the role can be assigned from the portal.

Data Access vs. Available Views

  • Data Access:
    Roles define which data (e.g., customers, shipping agent) a user can view. For example, a role may grant access to a specific customer.

  • Available Views:
    Roles also determine which views (lists, dashboards) are visible to the user in the portal.

How to Manage User Roles

1. Assign a Role

  • Open the user card and go to the Roles part.
  • Add a new line and select a Role Code from the lookup.
  • The Role Description and Enabled fields will fill automatically.
  • Only roles marked as Assignable can be selected from the portal.

2. Remove a Role

  • Select the role line and delete it.
  • The user will lose access to the data and views linked to that role.

3. View Role Details

  • Use the Show Role action to open the role card and view its configuration.

Tips

  • Create different roles for data access and views.
    • Create roles for each customer with only Access to the customer data
    • Different roles with Availible Views (e.g., WMS, Inventory, TMS, Finance).
  • Assign multiple roles to combine access to data and views.
  • Use the Enabled field to check if a role is currently available.
  • Only users with at least one enabled role can access the portal.
  • Changes to roles take effect immediately.

Troubleshooting

  • If a user cannot see expected data or views, check their assigned roles.
  • If a role is not assignable, verify its configuration in the role setup.
  • Use the Show Role action to review permissions and available views for each role.

Example Workflow

  1. Assign a customer-specific role to grant access to customer data.
  2. Assign a dashboard role to make analytics views available.
  3. Remove a role to restrict access to certain data or views.
  4. Use the Show Role action to verify what each role provides.
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