{"id":6743,"date":"2025-03-07T08:39:18","date_gmt":"2025-03-07T07:39:18","guid":{"rendered":"https:\/\/www.ems-help.online\/docs\/ems-customer-addresses\/customer-management\/authorization-roles-for-customers\/"},"modified":"2025-05-06T11:03:51","modified_gmt":"2025-05-06T09:03:51","password":"","slug":"authorization-roles-for-customers","status":"publish","type":"docs","link":"https:\/\/www.ems-help.online\/en\/docs\/authorization-roles-for-customers\/","title":{"rendered":"Authorization roles for customers"},"content":{"rendered":"\n<p>Sometimes it is necessary to guarantee customers or partners access to certain documents.<\/p>\n\n<p>General information on working with authorization roles can be found here: <a href=\"https:\/\/www.ems-help.online\/docs\/berechtigungen-3\/\" data-type=\"docs\" data-id=\"7233\">Authorizations (General)<\/a><\/p>\n\n<h2 class=\"wp-block-heading\">Create authorization role<\/h2>\n\n<p>First, the <strong>authorization role for customers<\/strong> must be defined<em>(Customer addresses \u2192 Three-item menu \u2192 Users &amp; authorizations \u2192 Authorization roles<\/em>):<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"512\" height=\"340\" src=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2025\/03\/Web-Kunden-Berechtigungen.jpg\" alt=\"\" class=\"wp-image-7705\" srcset=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2025\/03\/Web-Kunden-Berechtigungen.jpg 512w, https:\/\/www.ems-help.online\/wp-content\/uploads\/2025\/03\/Web-Kunden-Berechtigungen-300x199.jpg 300w, https:\/\/www.ems-help.online\/wp-content\/uploads\/2025\/03\/Web-Kunden-Berechtigungen-360x239.jpg 360w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/figure>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"938\" height=\"395\" src=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2025\/03\/Web-Berecht-Kunden-Neu-1.jpg\" alt=\"\" class=\"wp-image-6635\" srcset=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2025\/03\/Web-Berecht-Kunden-Neu-1.jpg 938w, https:\/\/www.ems-help.online\/wp-content\/uploads\/2025\/03\/Web-Berecht-Kunden-Neu-1-300x126.jpg 300w, https:\/\/www.ems-help.online\/wp-content\/uploads\/2025\/03\/Web-Berecht-Kunden-Neu-1-768x323.jpg 768w\" sizes=\"auto, (max-width: 938px) 100vw, 938px\" \/><\/figure>\n\n<p>The settings determine which apps the customer \/ partner can use: ems Mobile and \/ or ems Web.<\/p>\n\n<p>You can also choose whether the customer can access documents and\/or intranet pages.<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"938\" height=\"472\" src=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2025\/03\/Web-Berecht-Kunden-Globale-Einstellungen.jpg\" alt=\"\" class=\"wp-image-6637\" srcset=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2025\/03\/Web-Berecht-Kunden-Globale-Einstellungen.jpg 938w, https:\/\/www.ems-help.online\/wp-content\/uploads\/2025\/03\/Web-Berecht-Kunden-Globale-Einstellungen-300x151.jpg 300w, https:\/\/www.ems-help.online\/wp-content\/uploads\/2025\/03\/Web-Berecht-Kunden-Globale-Einstellungen-768x386.jpg 768w\" sizes=\"auto, (max-width: 938px) 100vw, 938px\" \/><\/figure>\n\n<p>The customer addresses for which the role applies are added under <em>Assignment<\/em>.<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"936\" height=\"303\" src=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2025\/03\/Web-Berecht-Kunden-Zuweisung.jpg\" alt=\"\" class=\"wp-image-6639\" srcset=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2025\/03\/Web-Berecht-Kunden-Zuweisung.jpg 936w, https:\/\/www.ems-help.online\/wp-content\/uploads\/2025\/03\/Web-Berecht-Kunden-Zuweisung-300x97.jpg 300w, https:\/\/www.ems-help.online\/wp-content\/uploads\/2025\/03\/Web-Berecht-Kunden-Zuweisung-768x249.jpg 768w\" sizes=\"auto, (max-width: 936px) 100vw, 936px\" \/><\/figure>\n\n<h2 class=\"wp-block-heading\">Registration for the supplier<\/h2>\n\n<p>Secondly, the <strong>registration for the customer<\/strong> \/ partner must be created (3) \u2192 click on Plus:<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"519\" src=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2023\/10\/Web-Berecht-Kunden-1024x519.jpg\" alt=\"\" class=\"wp-image-6353\" srcset=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2023\/10\/Web-Berecht-Kunden-1024x519.jpg 1024w, https:\/\/www.ems-help.online\/wp-content\/uploads\/2023\/10\/Web-Berecht-Kunden-300x152.jpg 300w, https:\/\/www.ems-help.online\/wp-content\/uploads\/2023\/10\/Web-Berecht-Kunden-768x389.jpg 768w, https:\/\/www.ems-help.online\/wp-content\/uploads\/2023\/10\/Web-Berecht-Kunden.jpg 1291w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<p>A standard ems login cannot be stored. If your customer has a Microsoft \/ Google account, the login can be set up using this. <\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"606\" height=\"600\" src=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Web-Lieferanten-Neue-Zugangsdaten.jpg\" alt=\"\" class=\"wp-image-6179\" srcset=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Web-Lieferanten-Neue-Zugangsdaten.jpg 606w, https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Web-Lieferanten-Neue-Zugangsdaten-300x297.jpg 300w, https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Web-Lieferanten-Neue-Zugangsdaten-150x150.jpg 150w\" sizes=\"auto, (max-width: 606px) 100vw, 606px\" \/><\/figure>\n\n<p>The assigned authorization role is displayed under <strong>Assignment<\/strong> (4).<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sometimes it is necessary to guarantee customers or partners access to certain documents. General information on working with authorization roles [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center 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