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Description

Excerpt

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Warehouse users must be

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The most common scenario is for all users to be added to the default "WMS" group.

This way, all users will have access to the same features.

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Mobile groups are configured using the "Mobile Groups" Page

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Step 2 - Select or create a mobile group

From this Page, you can select or add new mobile groups 

  • Use the default "WMS"-group (recommended)
    or
  • Create a new group
  • Select the "Users"-action

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Use the field-lookup to add users to this group

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Step 4:

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Mobile users to gain access 

Prerequisites - before you proceed

User must exist as Business Central users

That task is beyond the scope of this guide, however you can perform that task here:

  • Cloud: Users are maintained in Azure CSP (Cloud Solution Provider) portal (named users).

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  • On-Prem: Users maintained from "Users" page.

User must be "Warehouse Employee"

This is also covered in step 2.

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Add user as Mobile User

Step 1 - Go to "Mobile Users"

Use the field-lookup to add users as Mobile Users.

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Step 2 - Warehouse Employee

Each Mobile User must also be present as "Warehouse Employee" for the locations that user should be able to handle from mobile.

  • Go to Warehouse Employees
  • Insert each user and select a location
    • Repeat for all locations
  • Mark the primary location as Default


Step 3 - Set Language code

The mobile app can be shown in a users preferred language.

This is also covered in Mobile Language (7/10).


Next

User Permissions (3/10)



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