Assigning location access to users

When you perform activities on a handheld terminal or the web, the application records the specific location where that activity occurs. The Materials Staff may operate in one or two locations, while delivery clerks may be delivering across several companies and hundreds of locations.

Administrators control location access using the Assign Access to Locations function.

This assignment serves two purposes:

  • It restricts users to perform tasks to a discrete number of locations— for security.

  • It reduces that amount of information that is displayed to the user, simplifying the system interactions allowing them to not have to navigate irrelevant locations and departments.

  1. From the User information page when adding or modifying user, select Create new default assignments.
  2. Click Location Access to display the Assign Access to Locations window.
  3. In the Assign Access to Locations page, select the Global Access check box to grant user access to all companies and its locations.
  4. To grant user access to selected companies, clear the Global Access check box and select a company from the System Locations list.

    Select all or certain locations from that company.

    1. Click Add to add the company and its locations to the available locations the user can have access to.
    2. Click Remove to remove the inapplicable entries.
      Note: 

      You also have the option to select or clear all to instantly add or remove your entries.

  5. Click OK to save the assigned access or Cancel to abort the process.