LOADME · SECURITY AND DATA ACCESS
Discuss roles, tenant configuration and the information each participant needs to use.
Illustrative workflow. Example participants. Permitted records and actions are agreed during setup; this is not a permissions specification.
Example participants. Permitted records and actions are agreed during setup; this is not a permissions specification.
Start with the people who create orders, allocate transport, update shipments and review documents. Use these responsibilities to discuss access requirements.
Agree who should see each type of record and who may change it. Tenant configuration and supported role controls must be checked against the required workflow.
Include hosting, backups, authentication, data handling and any compliance requirements in the evaluation. Technical answers should be confirmed by the team before an agreement is finalised.
These technical facts must be confirmed during evaluation. No hosting location or backup commitment is stated on this page.
No certification or compliance assurance is made here.
List each participant, the records they need and the actions they should be allowed to perform.
Tell us what you move, who is involved and which task you want to improve. We will discuss the relevant setup and any optional work.
