Client Role-based access in the OMS is designed to provide access controls and functionalities of OMS to users based on their roles, particularly focusing on client-specific operations. The Client Role-based access in OMS aims to enhance security, streamline user interactions, and provide tailored functionalities to meet the specific needs of clients.
The primary goal is to enable 3PLs (third-party logistics providers) to offer their clients a portal for order creation, tracking, and inventory management. Moreover, This enables client-specific data views in the same staging environment for testing purposes and reduces the number of staging environments.
Here are the key points:
Client-Specific Access: Users can be granted access to specific clients within the OMS. This is managed by assigning roles for client resources to users, allowing them to access data and perform actions only for those clients.
Role Assignment: Admin users with special roles (app.admin and resource.admin) can add clients to the resource. Additionally, users with the app.admin role can grant access to specific client resources to other users.
Giving a user access to the specific client(s) requires certain steps to be followed:
In order to give client level access to users, the one-time step would be to set up different Client IDs in omni-client resource.
Client IDs can be added to the omni-client resource only by the user having app.admin as well as resource.admin access. Only the Client IDs added to omni-client are eligible for giving individual client access to any users.
Only app.admin user can grant resource.admin access to himself/ herself or to any other app.admin user. Below steps should be followed.
Search the user to whom you want to give resource.admin role access.
Search for resource role in Application field at Top tab.
A user having both app.admin and resource.admin roles can only add client IDs to omni-client resource.