Which modules of Trading Programs a user is able to access, and which data and functions they are able to access within each module, will depend on the configuration of Trading Programs by Enable’s system administrators and also their access permissions.
Once a user has been created in Trading Programs, we recommend you now review the user access permissions for this user for each module that is available in your channel.
Only admin users will be able to view and edit user access permissions via the admin area of Trading Programs, by clicking on Config at the top of the page and then on Users in the drop-down menu.
Fine control of user access settings can be set by selecting a user, then clicking the Access settings button found above the listing. This will result in a new page being shown (as shown in the screenshot below). From here, an admin user can set a user’s access level for each trading partner.
For access to program lines for individual trading partners, multiple access levels apply. You will therefore need to grant access to program lines for trading partners either on a read-only basis, or provide edit access. This can be done by clicking on the ≡ button in the top left of the page and then toggling between the two (read and edit) Access level options that are available to you.
You will also need to grant the user access to trading partners for each module that is available to them. You will be able to do this by clicking on the ≡ button and toggling between the available Client application options.
You will need 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 Create inclusion rule button on the right-hand side of the page, where creating 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 partners attributes that have been configured.
It is important to note that, when creating 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 — if you decide not to give a user read or edit access to any trading partners, they will not see the top-level menu for that particular application.
Once a 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.