Configure user roles and permissions

User roles control access to data and portal views in the 3PL Web Portal. Use roles to define what information users can see and which portal features they can access.

Prerequisites

Before you begin, ensure you have:

• Administrative access to Business Central
• User accounts created in the system
• Understanding of your organization's data access requirements

User role properties

Field	Description
Role Code	Unique identifier for the role (selected from available portal roles)
Role Description	Description of the role (automatically filled based on role code)
Enabled	Indicates if the role is currently active and available
Assignable	Shows if the role can be assigned from the portal interface

Role types

User roles serve two main purposes:

• Data access roles: Control which data records a user can view (e.g., customer-specific, shipping agent, address-based roles)
• View access roles: Determine which portal views and features are visible (e.g., WMS, TMS, Finance, Inventory)

Assign roles to a user

To assign roles to a web portal user:

1. Open the user card and go to the Roles section.
2. Add a new line and select a Role Code from the lookup.
3. The Role Description and Enabled fields fill automatically.
4. Only roles marked as Assignable can be selected from the portal.
5. Repeat to assign additional roles as needed.

Remove roles from a user

To remove a role from a user:

1. Select the role line and delete it.
2. The user immediately loses access to data and views associated with that role.

View role details

To examine what a specific role provides:

1. Use the Show Role action to open the role card and view its configuration.
2. Review the role's permissions, data access, and available views.

Best practices

• Create specialized data access roles for each customer or entity
• Use functional view roles to group related portal 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

Use the following guidance to resolve common role-related problems:

• 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 scenarios

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