Within the Trading Programs app, admin users can configure access permissions, determining what modules and data users can access, and whether that access includes various functions within Trading Programs. Some access settings, such as Client admin and Permitted program line types, are configured on the right-hand side of the below screenshot. These settings are covered in our 'Create a new user' article.
Once a user has been created in Trading Programs, admin users will be able to edit access permissions for that user via the Config area of Trading Programs. The Users tab will display a list of all users in a particular channel. Simply select the user’s name from this list and, now that that user is highlighted, click on the Access settings button to see the access permissions page for the selected user.
For the program lines, multiple access levels apply, there is a read setting, where the user will only be allowed to read the program, and an edit setting where the user will be able to read and edit the program. If left blank, the user will not be able to read or edit the program.
To change the user access settings, click on the ☰ button in the top left of the page and then toggle between the two access level options available and tick the Trading partner this applies to.
It is worth noting that because a user with edit access will also have read access by default, permissions for this will not need to be set twice.
You can also set the list of included trading partners for each module available to the user. This is done by clicking on the ☰ button and toggling between the available Client application options and changing the access level.
After this, you will need to select the trading partners for which the user will have the chosen permission applied. Only allocated trading partners (those with an attribute value for all attributes) will appear in the list for selection.
Trading partners can be either directly selected or can be grouped and selected together with an inclusion rule.
To do this, click on the Create inclusion rule button on the right-hand side of the page, where creating an inclusion rule may involve either 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.
This is the same logic that is used when selecting dimension items for a program line.
Once an inclusion rule has been configured, you will be able to view a list of the trading partners that meet your inclusion rule’s criteria in the Inclusions tab.
It is important to note that, when editing an 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 that if you decide not to give a user read or edit access to any trading partners, they will not see the option for that particular application in the navigation bar.