Operations Customers - Required Roles Alert When Accessing Screens with Insufficient Permissions

1. Navigate to "Customers"

   If users are trying to access an area in the operations portal and do not have the needed access a "Required Roles" alert will show on the screen. To see an example of this alert, we will navigate to the "Customers" section in the Operations Portal.

   

2. Click "Companies"

   Then, click "Companies".

   

3. Click "Search..."

   On this screen, use the "Search..." field to find a company.

   

4. Enter company code or name

   You can enter the company code or name to search for the company.

   

5. Click the more details icon

   Click on the more details icon to view company details.

   

6. Update the company name

   Then, try to perform an action on this screen - for this example, we will try to update the name.

   

7. View the alert

   If the user does not have access to update on the screen, an alert will appear listing the specific roles needed. If access is needed, the user can then request the needed role update