Mobile Users

Description

Mobile 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.

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

User must be "Warehouse Employee"

This is covered in step 4.

Add user as Mobile User

Step 1 - Go to "Mobile groups" 

Mobile groups are configured using the "Mobile Groups" Page

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

Step 4 - 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