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Client Role based access in OMS

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Add client IDs to the omni-client resource domain(Mandatory One-Time Setup)

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.

Steps to give a user resource.admin access

Only app.admin user can grant resource.admin access to himself/ herself or to any other app.admin user. Below steps should be followed.

  1. Go to Manage Users.

image-20241204-053927.png


  1. Search the user to whom you want to give resource.admin role access.

    image-20241204-061006.png

  1. Search for resource role in Application field at Top tab.

image-20241204-061106.png

  1. Select resource.admin role. Click Submit.

image-20241204-061243.png

Steps to add clientId to omni-client resource

A user having both app.admin and resource.admin roles can only add client IDs to omni-client resource.

  1. Go to Actions dropdown. Go to Domain Resource.

    image-20241204-054142.png

  1. Choose resource as omni-client.

    image-20241223-113256.png

  1. Add client IDs and Description in the value that you want a resource to be created for and client id against which admin wants the user getting access to specific clients.

image-20241223-113421.png


  1. Click Submit button

Giving a user access to the specific client(s)

Any app.admin user can grant the specific client(s) access to a user. Follow the below steps.

  1. Go to Manage Users.

image-20241204-053927.png

  1. Search the user.

    image-20241204-062842.png

  1. Go to the Top tab

  2. Grant omni-client role to the user and Submit.
    Note: uncheck oms.admin access for user with specific client(s) access. oms.admin will be able to access all clients.

    image-20241204-063936.png

  1. Go to Resource tab

  2. Choose resource type as omni-client. In resource value choose the client which you want the user to access OMS UI and data.

    image-20241223-113532.png

  1. Grant him omni-client.admin access for chosen resource and Submit.

    image-20241223-113618.png

Note: If you want the user to have access for more than 1 client, then same repeat step 6 and 7 for required client resources.

3PL aims to provide its clients with a comprehensive portal that facilitates order creation, order tracking, inventory management, and reporting.

Each user will now have the ability to access data for one client at a time.

User interaction and design

In OMS view itself give a client selection drop down at the top.

Remove the dropdowns for client selection from other places. Keep sending the values in APIs

Client user should be able to open OMS, and perform basic functionalities.

As a client user, I want to see/use the following screens :

  1. Upload new order, inward and outward,

  2. Search and view orders

  3. Upload return expectations

  4. Cancel order, line items etc

  5. Upload SKU masters, update SKU masters

Client user should be able to open OMS, and perform advanced functionalities.

  1. Create new suppliers, customers, address etc.

  2. Edit suppliers, customers etc.

  3. Add new product attributes, manage , virtual sku definition

 

 

Client user should be able to open CIMS and perform basic functionalities

  1. Create ASN

  2. Manage ASN

Out of Scope

  • CIMS UI and screens like Listing upload, search listing, channel configurations etc

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