Access Permissions within Fulfillment allow Administrative Users to manage permissions for other users within their organization.
There are three permission levels within Fulfillment. Please note that these permissions can be applied at the Trading Partner or document level:
- None - Prevents users from viewing documents, Trading Partners, or creating return documents.
- View - Allows users to view documents or return documents for Trading Partners.
- Full - Allows users to view documents for Trading Partners and also create and edit return documents.
To manage permissions for your users click on Access Permissions within the Preferences tab. The summary page will display a list of all Fulfillment users in your organization. Click on the Customization icon for an individual user to view and edit their Trading Partner and document permissions. The purple circle is a summary of that users access for each trading partner.
To set permissions for a user across all Trading Partners:
Check the box next to All Partners and click Actions to select the desired permission. Remember to click Save Changes at the top of the screen!
To set permissions for a user across all documents for a specific Trading Partner:
Check the box next to the Trading Partner, then click Actions to select the desired permission. Remember to click Save Changes at the top of the screen!
To set permissions for a user by document for a specific Trading Partner:
Click the Expand icon next to the Trading Partner. Select the circle associated with the desired permission level for each document. Remember to click Save Changes!
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