Your logistics operation runs like a well-oiled machine. Each department is attuned to the others. And every user knows exactly what is expected of him to carry out your logistics processes as efficiently as possible. Logistics is the top sport. An elite sport requires focus. Therefore, help your colleagues with this focus by giving them access only to the processes they need in your software solution. This way you can foreclose that your finance department has the right to book impacts. Or you can prevent a warehouse employee from emailing customers if you want your customer service team to do this. You can do these and more settings using user permissions in 3PL Dynamics. In this blog, we will take you through the possibilities for your operation.
What are user permissions?
The name ‘user permissions’ says it all: these are the rights that a user has been granted. These permissions are set in so-called permission sets. An overview of these sets can be found in 3PL Dynamics by searching for ‘permission sets’.
Then choose “show all permissions” in the ribbon to see which permissions are in which set.
The construction of permission sets
The permissions are made up of object types and object names. With these two together, you can indicate per permission whether this user is authorized to read it, insert something, change something, delete something or perform something. In the example below, the user has permission to read, insert, modify, delete, and execute object type “Table Data” with object name “Payment Terms”.
Associate permissions with user permission
Permission sets can be associated with a user, but also with a user group. So, you can assign these sets to users in two ways. On the one hand by linking a user group to the user and on the other hand by adding a permission set directly to the user. You manage both via the user card in 3PL Dynamics.
Assign permission sets to user groups
By adding a user group to the user card under ‘User Group Membership’, the permission sets are automatically assigned to the users associated with the user group. You can easily set this up for the user group in advance by searching for ‘user groups’ and clicking on ‘permissions’ in the ribbon.
Another way to assign permission sets is to fill them in under ‘User Permission Sets’ on the user card. You can combine both methods by, for example, first adding a user group and then completing the permission sets themselves.
Fix incorrect permissions error messages
If a user tries to perform an action for which they do not have permission, an error message arises – as in the example below. This error message means that the user has no input rights on the permission with object type ‘Table Data’ and object name ‘Email Connector Logo’.
When you receive a similar error message, you can check whether this error message is justified. Is it right that the user does not have these rights? If this is not the case, you can still grant the user rights to perform this action. To do this, assign an existing user permissions set that does have these rights (1). Or edit the permission set so that this user has permission (2).
Do you choose the second option? Then it is possible to look up the permission set and adjust it with the recording tool in 3PL Dynamics. Allows you to include the actions that you want to add to the permission set. In the video below we show you how to easily do this yourself. In this specific example, we’ll show you how to grant permission for the user to post an impact.
Do you want to learn more about user permission sets in 3PL Dynamics? Or do you need help setting up the right user permissions for your users? Mail to email@example.com and we will help you oil the machine!