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HMM Portal User Setup

Use this page to view HMM portal users, add new portal users, assign access to HMM modules to your portal users, and assign location access as well, either giving or restricting access.

For example, if you want a portal user to be able to create issue transactions for Location A, then you must give them access to the Issuing module and to Location A in the HMM Portal User Location Access page.

Set Up New Users

Before you can set up portal users, make sure that you have user profiles already set up in Business Central. For information about setting up user profiles in Business Central, see HMM Licensed Users Setup.

When you have available users and know which ones you want to use, you can use the HMM Portal User Setup page. To add new portal users and provide them with necessary access to locations and modules, do the following:

  1. In Business Central, search for and open the HMM Portal User Setup page.
  2. On the Action tab, select New.
  3. For HMM Portal User, enter the name of the user.
  4. The HMM Portal User Email ID will fill in automatically with the email associated with the user.
  5. Then, assign the user access to the HMM modules.
    1. To give access, turn on the module.
    2. To restrict access, leave the module turned off.
    3. For example, if you want the user to work with supply requisitions but not user item references then turn on Supply Requisitions and turn off Item References.
  6. After assigning access to the modules, you can then assign location access for the user. On the Action tab, select Assign Location Rights.
    1. To give a user access to a location, select the Access checkbox for that location.
    2. To restrict a user from accessing a location or working with it, clear the Access checkbox for that location.

      3. Tip: You can select Mark All or Unmark All to quickly assign access for all locations.

After you have set up user profiles in Business Central, you can assign profile settings for each portal user. For more information see Portal User Profile.

Portal User Setup List

The following section describes the fields and actions available on the HMM Portal User Setup list page.

Fields

The following field boxes are available: 

HMM portal user setup fields
Field Description
HMM Portal User Name Displays the name of the user.
HMM Portal User Email ID Displays the email of the portal user.

Actions

The following actions are available: 

HMM portal user setup actions
Field Description
Assign Location Rights

Select to open HMM Portal User Location Access, where you can assign to locations for portal users.

Portal User Setup Card Fields

The following section describes the fields and actions available for a specific HMM Portal User Setup user page.

Fields

HMM portal user setup card fields
Field Description
HMM Portal User Name Displays the name of the selected user.
HMM Portal User Email ID Displays the location description.
Use Issuing

Select to give access to the Use Issuing module to the portal user.

Portal users can create issue transactions by scanning items, entering the on hand quantity, and selecting the location where items are consumed.

  • On: The user has access to this module and can use it on the handheld portal.
  • Off: The user does not have access to the module.
Use Receiving

Select to give access to the Receiving module to the portal user.

Portal users can update purchase orders with the quantities received.

  • On: The user has access to this module and can use it on the handheld portal.
  • Off: The user does not have access to the module.
Use Requisition Inventory

Select to give access to the Requisition Inventory module to the portal user.

Portal users can update on hand inventory records and create requisitions for items by uploading requisition inventory requests.

  • On: The user has access to this module and can use it on the handheld portal.
  • Off: The user does not have access to the module.
Use Supply Requisition Picking

Select to give access to the Supply Requisition module to the portal user.

Portal users can update supply requisitions as they are fulfilled by warehouse personnel.

  • On: The user has access to this module and can use it on the handheld portal.
  • Off: The user does not have access to the module.
Use Supply Transfer/Return

Select to give access to the Supply Transfer/Return module to the portal user.

Portal users can create supply transfer and supply return transactions to transfer inventory items between locations.

  • On: The user has access to this module and can use it on the handheld portal.
  • Off: The user does not have access to the module.
Use Stock Count

Select to give access to the Stock Count module to the portal user.

Portal users can update physical inventory records by uploading stock count transactions.

  • On: The user has access to this module and can use it on the handheld portal.
  • Off: The user does not have access to the module.
Use Item Reference

Select to give access to the Item Reference module to the portal user.

Portal users can assign item names or descriptions used by vendors or customers to existing items.

  • On: The user has access to this module and can use it on the handheld portal.
  • Off: The user does not have access to the module.

Actions

The following actions are available: 

Field Description
Assign Location Rights

Select to open HMM Portal User Location Access, where you can assign to locations for portal users.