About This Document:
This document details why the Scan > Scan Match window is not available for Prendio Users that do not have the ability to Create or View Confidential Orders.
The Scan functions are available for the Receiver and Accounts Payable roles. The Admin role is required to Edit a Prendio User Profile to assign roles and additional functionality.
Admin > Users > Edit User:
1. This is the Email Address for Brian Smith.
2. He has the Receiver and Accounts Payable roles but Create/View Confidential Orders is not checked.
3. Brian does not have a Confidential Order Checkbox when creating a Cart.
Receiver > Scan:
4. Only the Scan Upload window is available for users that cannot create or view Confidential Orders. This is so they Cannot View potentially Confidential Packing Slips.
Accounts Payable > Scan:
4. Only the Scan Upload window is available for users that cannot create or view Confidential Orders. This is so they Cannot View potentially Confidential Invoices.
Note: A Company Admin would have to check Create/View Confidential Orders for the Scan match window to be available for the user.
Orders All Search:
6. A Confidential Order prompt will appear when Brian tries to view a Confidential Order.