1. the Logistics Execution module

1. .
   
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2. Click New at the top of the

1. page to open the New Record form

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2. In the User Details

1. section,

1. enter a

1. user ID (best practice is first initial

1. + last name),

1. user name, and

1. email address.

1.  
   
   Turn on the Enable toggle to ensure the user is enabled.
   
   Click Save.
   
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you can assign roles.

1. Click Assign roles in the User's roles section to open a flyout window displaying a list of preconfigured D365 roles to choose from.

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2. Select the correct role(s) from the list

1. and

1. click OK to

1. assign the role(s) to the user.
   

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This relationship is at the core of the application's touchpoints to the front end of D365.

 The worker ties the

user to Transport + Deliver to complete processes.

1.  Click New Worker at the top of the

1. newly created user form.
   
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2. This opens the Create new worker flyout window.
   
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3. Fill in the First name and Last name fields.
   
   

4. Select the Logistics Type, Parent Operation, and Home Operation from the drop-down

1. lists.

   Info
   title Note
   The Logistics Type selected for the worker determines what activity types the worker is eligible to pair to (i.e.

1. , a dock worker cannot be paired to an

1. activity as a

1. driver).

   
   
   

2. Turn on the Relate to User toggle to tie the worker to the user.
   
   
3. Click Hire new worker.