Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Description

Excerpt

Mobile Warehouse users must be part of a group.

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.

Step 1 - Go to "Mobile groups" 

Mobile groups are configured using the "Mobile Groups" Page

Image Removed

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
Step 3 - Add users to group

Use the field-lookup to add users to this group

Image Removed

Step 4:

Each user can have a Language specified (see
Mobile Languages).Use this to display the mobile App in the preferred language for each user.Managing Users Online

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

User must be "Warehouse Employee"

This is also covered in step 2.


Add user as Mobile User

Step 1 - Go to "Mobile Users"

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

Step 5:Image Added

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)



Overview

Page Tree
rootInstallation Guide (NOT PUBLISHED)
searchBoxtrue