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Access management controls what users, including administrators, can see and do with regards to shipments, locations and locationstemplates. Access management is useful when:

  • Users are not permitted access to certain shipments. Users are only permitted to perform certain actions.

  • Users are only permitted access to relevant templates.

  • Customers that have an extensive network can give users access rights that focus on relevant information.

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The table below shows the available access rights granted to users for shipments and explains which actions they enable for the user:

Access rights

Actions enabled

Examples of shipments

Read

  • Read access is fundamental of all other rights.

  • Read access is required to be able to view shipments.

Info

To enable other access rights for shipments, users must have Read access to the specific shipment.

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Create

  • To create new shipments:

    • Create access to shipments via Global (All locations) is required.

    • Read access to locations that will be used in new shipments as origin or destination is required.

  • Create access permits the user to complete draft shipments.

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Modify

  • To create new shipments:

    • Create access to shipments via Global (All locations) is required.

    • Read access to locations that will be used in new shipments as origin or destination is required.

  • Create access permits the user to complete draft shipments.

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Approve

  • Allows users to inspect shipments.

    • Actions include:

      • Update inspection status.

      • Update shipment quality.

      • Add inspections comment.

      • Complete electronic signature if electronic signatures are required.

  • Manually closes inspected shipments.

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Delete

  • Allows users to cancel shipments by deleting it.

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Example:

Below is a screenshot from a shipping shipment. The screenshot shows which access rights enable which actions in the SCM user interface on the shipment object.

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Following are the access rights that can be granted to users for locations and which actions they enable.

Access rights

Actions enabled

Read

  • User can view location and related information.

Create

  • User can create new locations.

    • Rights required to Create new locations are:

      • user must have Create access rights to locations via Company Global. If user only has Create access right via single location, the Create location button will not show in the SCM UI.

Modify

  • User can edit location details, including:

    • Name

    • address

    • position

    • geofence

Approve

  • Approval rights do not grant any additional access rights for locations.

Delete

  • User can delete location.

Template Access Control

Admin users can control which users have access to the templates used to create shipments. Users can therefore only select the templates made available to them when creating a shipment. If a template shows Restricted Template under the Templates section in the Info section, the user does not have access to it. Users can only see the names of templates if they have been given access to it. With or without access, users can see the ID number.

Deleted templates will be shown as Deleted and the ID.