User permissions

⚙️ How to proceed

To add a permission, go to the "Users" menu:

1️⃣ Click on "Add a permission" in the "Action" menu on the user's profile:

2️⃣ Add one or more contexts

💡 Contexts define the entity to which the user belongs and determine the data they can access. There are:

• contexts specific to "Retailers":
  • Retailer: the user will only see data for this retailer
  • Store: the user will only see data for this store
  • Exchange Place: the user will only see data for this exchange place
• contexts specific to "Carriers":
  • Carrier: the user will only see data for this carrier
  • Sector: the user will only see data for this sector
  • Fleet: the user will only see data for this fleet

⚠️ You can link several contexts within the same permission:

• If several "Retailer" contexts are added, the user will see data for all the relevant retailers/stores/exchange places.
• If several "Carrier" contexts are added, the user will see all the data for the relevant carriers/sectors/fleets.
• If both a "Retailer" and a "Carrier" context are added, the user will only see data that matches both the retailer AND the carrier in question.

3️⃣ Select one or more user groups:

💡 User groups define the list of features available to people with the same job profile. They are described here.

⚠️ Groups in the "Retailers" family must be linked to "Retailer" type contexts, and groups in the "Carriers" family must be linked to "Carrier" type contexts.

📌 Exception: when an organisation includes both a retailer and a carrier (for example, in the case of an internal fleet), it is possible to link a "Carrier" group with a "Retailer" context (the "Carrier" context will then be automatically inferred from the "Retailer" context).

4️⃣ Once saved, you can then edit the permission by clicking the pen 🖋️ or add another permission by repeating the same steps.

🔎 Examples