Changing Roles and Permissions
As mentioned, new users can only be created at the Foundry level, which is documented in the Foundry Platform Administrator Guide.
However, Transaction Manager does allow you to make changes to some user settings when you select a user from the User Administration grid. Instructions for modifying user roles and permissions are provided in the sections that follow.
Roles
The currently assigned role is indicated in the Role Type column of a the user.
You can modify the role of a selected user under the Login section by choosing one of the following options in the Role dropdown field.
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Administrator
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Non-editable. Complete access to all Transaction Manager features and privileges. |
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User
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Non-editable. Access to all Transaction Manager features except Data Setup, System Setup, and Permission Setup. |
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Custom
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Editable. Customized to any combination of permissions in the Permissions list. |
Permissions
Permissions are preset (and cannot be modified) when assigning the Administrator or User role to a user. However, if the Custom role is chosen, you will be able to customize your own set of permissions by selecting checkboxes in the Permissions list.
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Get Transactions
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Can get transaction data for Transaction Manager from the Trading Partner Network connection |
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Send Transactions
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Can send transaction data from Transaction Manager to the Trading Partner network connection. |
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Import Transactions
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Can import transactions from the Outbox to a flat file or business system. |
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Export Transactions
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Can export transactions from the Inbox to a flat file or business system. Note: If the Framework Integration fails, the Flat File export will not occur. |
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Generate Labels
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Can configure and create UCC-128 labels and packing lists. |
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Create/Edit Transactions
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Can edit and create outbound documents manually. |
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Transaction Turnaround
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Can create outbound documents from inbound document data. |
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Delete Transactions
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Can permanently delete inbound and outbound transactions. |
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Data Setup
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Has access to Reporting, Logging, and Transaction detail review only. |
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System Setup
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Has access to Trading Partner-level setup but not Global BSP Setup. Note that BSP Configuration requires Admin permissions. |
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Permissions Setup
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Can configure User Administration and User Permissions |
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Reports Setup
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Can create, edit, and schedule reports |
In addition, you can also limit which trading partners the user has access to. See Trading Partner Permissions.
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