Warehouse Management

Updated on August 14th, 2023

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Customer Portal Permissions

Customer Portal Permissions

There are a number of permissions that can be assigned to users of the Customer Portal. These permissions will determine what options are available to the user when viewing the customer portal.

Typically Extensiv Warehouse Manager portal users will create a separate user group specifically for the Customer Portal users. To create a new group in the classic admin console, navigate to 'Admin > User Groups' and click the 'Add' button at the top of the page

  1. First, give the User Group a name:

  2. Next, check the box next to the permissions you wish to grant to the users in this group

    Here are explanations of the permissions and the options to enable them:
Permission Option Explanation
Search Gives the user access to search the specified object - Only applies to locations / Ship to Addresses
View View access to inventory and orders
Create Create Ship to Locations, Shipping / Receiving Orders, Work Orders
Edit Edit Orders and Order Lines
Delete Delete Orders and Order Lines

 

Permissions

Permission Name Description
Inventory Totals Will hide/show the 'Items' page in the the portal
Locations The ability to view and create ship to / receiving locations in orders
Lot Inventory Totals Will hide/show 'Lot Inventory' page in the the portal
Master Documents Ability to see / tie orders to a master document in portal orders and work orders
Orders Will hide/show Shipping Orders
Orders Detail Shipping Order Lines
Portal Assets Will hide/show 'Assets' page in the the portal
Portal Settings Will hide/show Portal Settings page
Receiving Will hide/show Receiving Orders
Receiving Detail Receiving Order Lines
Work Orders Will hide/show Work Orders
Work Orders Detail Work Order Lines
portal security customer access

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Related Articles

  • Setting up Customer Portal User
  • Using Client Parts
  • Locking User into Location

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