User Roles and Permissions in Transaction Manager

Modifying a User Role

For information on managing and creating user accounts in Foundry, click here.

Users created in TrueCommerce Customer Center are, by default, given administrator privileges. You can modify privileges for a user within Transaction Manager.

To modify a user role in Transaction Manager, perform the following steps:

  1. Open the Administration view from the navigation menu, then click User Administration.

  2. In this view, you can see the role of each user under the Role Type column and update each user's role under the Role drop-down.

  1. The following options are available within the Role drop-down:

  1. Select from the Roles described in the following table.

Role

Description

Administrator

This profile has complete access to all Transaction Manager features and privileges.

User

This profile has access to all Transaction Manager features except Data Setup, System Setup, and Permission Setup.

Custom

This type of profile is customizable by selecting any combination of the checkboxes in the Permissions area.

  1. Select from the Permissions described in the following table.

Role

Description

Get Transactions

This profile can get transaction data for Transaction Manager from the Trading Partner Network connection.

Send Transactions

This profile can send transaction data from Transaction Manager to the Trading Partner Network connection.

Import Transactions

This profile can import transactions to the Outbox from a flat file or business system.

Export Transactions

This profile 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.

Generate Labels

This profile can configure and create UCC-128 labels and packing lists.

Create/Edit Transactions

This profile can edit and create outbound documents manually.

Transaction Turnaround

This profile can create outbound documents from inbound document data.

Delete Transactions

This profile can permanently delete inbound and outbound transactions.

Data Setup

This profile has access to Reporting, Logging, and Transaction detail review only.

System Setup

This profile has access to Trading Partner-level setup but not Global BSP Setup (BSP Configuration requires Admin permissions).

NOTE: BSP Configuration requires Admin permissions.

Permissions Setup

This profile can configure User Administration and User Permissions.

Reports Setup

This profile can create, edit, and schedule reports.

  1. Click the Save button to save the completed profile.