Edit user access permissions

Only admin users are able to configure role-based access permissions. They are able to determine which tasks they themselves and/or other users can perform, what data the user can see and what the user can do with the data.

To edit access permissions for a user, admin users will be able to access the admin area of Trading Programs by clicking on Config at the top of the page and then on Users that appears in the drop-down menu.

Simply select the user’s name from the list of users that are now displayed (see screenshot below). You will notice that the row will now be highlighted and the Access settings button will become available. Clicking on this button will take you to the access permissions page for the selected user.

For the program lines (which is accessed via the Browse menu), where multiple access levels apply, you will be able to undertake the process of editing the list of included trading partners separately for each access level (e.g. once for read access and once for edit access). This can be done by clicking on the ☰ button in the top left of the page and then toggling between the two ‘access level’ options available.

You are also able to undertake the process of editing the list of included trading partners separately for each module that is available to the selected user. You will be able to do this by clicking on the ☰ button and toggling between the available Client application options.

Next, you will be able to select the trading partners for which the user will have the chosen permission applied. Only allocated trading partners (i.e. those with an attribute value for all attributes) will appear in the list for selection.

Trading partners can be directly selected by clicking on them, or indirectly by creating an inclusion rule.

To do this, click on the Edit inclusion rule button on the right-hand side of the page, where editing a inclusion rule may involve either (but not both) of the following:

• Selecting the All trading partners tick-box option to select all trading partners.

• Selecting or deselecting one or more attribute values for one or more of the trading partner attributes that have been configured.

It is important to note that, when editing a inclusion rule for a particular user account and access level, it will mean that any trading partners that meet the inclusion rule’s criteria when the rule is first implemented will be automatically selected.

Any new trading partners that are subsequently added to the trading partner collection will be automatically selected if they meet the inclusion rule’s criteria. Similarly, if they no longer follow the rule, they will no longer be included.

Please note — any trading partners whose attribute values are subsequently edited will be automatically selected if the edited values meet the inclusion rule’s criteria. However, any trading partner whose attribute values are subsequently edited will be automatically de-selected if the edited values no longer meet the inclusion rule’s criteria.