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.
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Create a User- Navigate to the Users form in the Logistics Execution module.
- Click New at the top of the page to open the New Record form.
- 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.
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Assign RolesNow that the user has been created, you can assign roles. - Click Assign roles in the User's roles section to open a flyout window displaying a list of preconfigured D365 roles to choose from.
- Select the correct role(s) from the list and click OK to assign the role(s) to the user.
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| title | Create an Associated Worker in Transport + Deliver |
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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. - Click New Worker at the top of the newly created user form.
- This opens the Create new worker flyout window.
- Fill in the First name and Last name fields.
Select the Logistics Type, Parent Operation, and Home Operation from the drop-down lists. | Info |
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| 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). |
- Turn on the Relate to User toggle to tie the worker to the user.
- Click Hire new worker.
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