In TranspasOnline it is possible to grant access to one or more ordergivers per user. This article explains how this works and where to set it up.
A user for TranspasOnline is always created in Transpas under a financial relation (Ordergiver), which allows this user to automatically create or view orders for/from this Ordergiver.
In some cases, the user must also be able to create or view orders for/from another Ordergiver. This can be set up via the Admin account of TranspasOnline.
Log in with the Admin account in TranspasOnline and go to Management -> Customers & Users
In this screen you look up the relation and the user who should have access to 1 or more other ordergivers.
Then go to the tab Ordergiver(s).
On this tab you can create a new line.
Fields to be filled in:
| Ordergiver | In this field you enter the name of the new ordergiver to be added. This is also the name that the user will see when selecting a ordergiver while entering an order. |
| ExternalID | This field must contain the Relation number of the financial relation that the user must also have access to. |
| Order entry | This field must be checked if the user wants to be able to create an order for this new ordergiver. |
| Order view | This field must be checked if the user wants to be able to view the order of this new ordergiver. |
It is possible to give a user access to another ordergiver for entering orders, viewing orders or a combination of both options
Now the user has access to other ordergivers. In the order overview this works immediately, the user will now see all orders of the original ordergiver, to which the user is linked, as well as the newly added ordergiver(s) their order(s).
To enter an order with another ordergiver, the field Ordergiver must be visible in the order entry screens. This is a lookup field, where the newly added ordergiver(s) can then be selected.
If the field Ordergiver is not visible in the order entry screens, this field can be made visible via the field settings.