With a web portal – or customer portal – you can easily share data with your customers without needing your colleagues to intervene. Your customers can, for example, directly view their inventory, download related reports themselves, and reserve time slots at your docks with just a few clicks. In short, your customer not only has insights into his logistics activities but is also in control. However, as a logistics service provider, you often have multiple customers, each with different activities. That’s why we’ve made it easier to assign user rights and show your customers the right overviews. Discover ‘roles’ in our web portal!

More structure and standardization with roles

If you are already using the web portal, you currently select the views and customer data that each user is allowed to see. This means that each user can have a different composition of displayed screens. It’s no wonder you sometimes lose your way in this.

With the introduction of roles in the web portal, we provide more structure in your customers’ access rights. Instead of defining which views can be shown per user, you now do this per role. And, this role can then be assigned to multiple users.

Note: users are converted into roles

Note: If you were already using the web portal, the settings of a web portal user have been converted to a specific role for that specific user (see example below). This way, all settings for your customers remain the same, so they do not experience any inconvenience from the new role setup. However, we advise converting these user-specific roles to standardized roles, as explained later in this blog.

How to: configure web portal roles in 3PL Dynamics

With the roles in the web portal, you can configure your web portal users in various ways. You can set up one role per customer – this is most comparable to the old situation. Or you can create standardized roles for different data and mix and match them to assign the right views. We explain both examples below.

One role per customer

As mentioned, you can create one role per customer. This role then determines the customer’s access and which available views should be visible.

Applying multiple roles to one user

The second way is to define roles per category or activity. You create standardized roles for, for example, WMS, TMS, Inventory, and Finance. Doing so, do not limit these roles on customer level just yet. This way, you can use these roles more often for different customers, who, for example, should both have access to WMS views. When you then define a separate role for a specific customer and add it to the roles on the user card, only the available views of that customer are shown. This way, you are free to flexibly reuse your standardized roles for different users, departments, or customers.

What’s next?

This conversion of roles is an essential step towards future functionality. Soon, it will also be possible for web portal users to create new web portal users themselves. The roles – and therefore the access rights – of this user will then be copied to the new user, without your staff having to add a new user.

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