Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Logistics Execution > Setup > Workers > Users

A user must be created in the D365 environment in order for an employee to use the desktop version or mobile app. 


Expand
titleCreate a User

Create a User

  1. Navigate to the Users form in the Logistics Execution module.

    Image Modified


  2. Click New at the top of the page to open the New Record form.

    Image Modified


  3. In the User Details section, enter a user ID (best practice is first initial + last name), user name, and email address. 

    Turn on the Enable toggle to ensure the user is enabled.

    Click Save.

    Image Modified


Expand
titleAssign Roles

Assign Roles

Now that the user has been created, 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.

Image Modified



  1. Select the correct role(s) from the list and click OK to assign the role(s) to the user.

    Image Modified


Expand
titleCreate an Associated Worker in Transport + Deliver 

Create an Associated Worker in Transport + Deliver 

Create an associated worker in Transport + Deliver to connect to the Deliver application.

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 newly created user form.

    Image Modified


  2. This opens the Create new worker flyout window.

    Image Modified


  3. Fill in the First name and Last name fields.

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

    Info
    titleNote

    The Logistics Type selected for the worker determines what activity types the worker is eligible to pair to (i.e., a dock worker cannot be paired to an activity as a driver).



  5. Turn on the Relate to User toggle to tie the worker to the user.

  6. Click Hire new worker.