{"id":7222,"date":"2025-03-21T11:42:22","date_gmt":"2025-03-21T10:42:22","guid":{"rendered":"https:\/\/www.ems-help.online\/docs\/ems-order-management\/order-management-via-ems-web\/authorizations-for-customer-orders\/"},"modified":"2025-05-06T11:01:58","modified_gmt":"2025-05-06T09:01:58","password":"","slug":"authorizations-for-customer-orders","status":"publish","type":"docs","link":"https:\/\/www.ems-help.online\/en\/docs\/authorizations-for-customer-orders\/","title":{"rendered":"Authorizations for customer orders"},"content":{"rendered":"\n

The authorizations regulate who has access to which data records and functions. You can find out more about authorization roles here: Authorizations (General)<\/a><\/p>\n\n

The authorizations for the sales orders are stored in the authorization roles (for new elements) and can be edited directly in the sales order.<\/p>\n\n

Authorization templates for new elements<\/h2>\n\n

The authorization templates for new elements are stored as follows: Authorization role \u2192 Customer relationship \u2192 Customer orders \u2192 Authorization template for new elements<\/em>.<\/p>\n\n

The authorization templates define the set of authorizations for the selected department \/ organizational unit. The template is used for the newly created objects (in this case, sales orders). Departments for which this template applies are selected in the Organization <\/em>field.<\/p>\n\n

\"\"<\/figure>\n\n

The checkboxes stand for the following functions:<\/p>\n\n

    \n
  • Administer.<\/strong> – use (The order is visible in the list, can be evaluated but not yet processed)<\/li>\n\n\n\n
  • Edited.<\/strong> – Edit (the order can be selected in the list and opened in the detailed view – this allows all data on the order to be edited).<\/li>\n\n\n\n
  • Record hours<\/strong> – Record hours<\/li>\n\n\n\n
  • Best.<\/strong> – Trigger orders<\/li>\n\n\n\n
  • Umb.<\/strong> – Carry out rebookings<\/li>\n\n\n\n
  • Finished m.<\/strong> \/Only customer orders\/ – Finish notification (whether the order status can be changed – blocking \/ billing \/ completion)<\/li>\n\n\n\n
  • Authorized.<\/strong> – Authorizations (individual authorizations can be adapted (in deviation from the template) in the specific order)<\/li>\n<\/ul>\n\n

    After the authorization role has been created, when a new sales order is created by the specified department, the authorizations are pulled from the template.<\/p>\n\n

    Authorizations for the specific customer order<\/h2>\n\n

    The assigned authorizations for the specific order <\/em>can be viewed and changed in the customer order in the Authorizations<\/em> tab.<\/p>\n\n

    \"\"<\/figure>\n\n

    The Template<\/em> button overwrites the authorizations with the data from the role authorization templates:<\/p>\n\n

    \"\"<\/figure>\n\n

    Archive data access and evaluations<\/h2>\n\n

    Archive data access and evaluations<\/em> allow role participants to access older orders (before their employment or before the authorization role was assigned to them).<\/p>\n\n

    Authorization role \u2192 Customer relationship \u2192 Customer orders \u2192 Archive data access and evaluations<\/em><\/p>\n\n

    A to date can be specified; if nothing is specified, 31.12.2099 is automatically set.<\/p>\n\n

    \"\"<\/figure>\n\n

    General profile authorizations for customer orders<\/h2>\n\n

    In the authorization role, the general access to the customer orders is specified in the profile authorizations(Authorization role \u2192 Customer relationship \u2192 Customer orders \u2192 Profile authorization settings<\/em>):<\/p>\n\n

      \n
    • Access to the menu<\/strong> – the customer orders<\/em> menu area is visible to the user<\/li>\n\n\n\n
    • Set order completion<\/strong> – users with this authorization role can complete customer orders<\/li>\n\n\n\n
    • Settings<\/strong> – the users of this authorization role have access to the settings of the customer orders<\/li>\n<\/ul>\n\n
      \"\"<\/figure>\n","protected":false},"excerpt":{"rendered":"

      The authorizations regulate who has access to which data records and functions. You can find out more about authorization roles […]<\/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 center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[146],"glossaries":[],"doc_tag":[195],"class_list":["post-7222","docs","type-docs","status-publish","hentry","doc_category-order-management","doc_tag-administrator-en"],"year_month":"2026-05","word_count":410,"total_views":"447","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"oleg.vlasov@subris.ch","author_nicename":"oleg-vlasovsubris-ch","author_url":"https:\/\/www.ems-help.online\/en\/author\/oleg-vlasovsubris-ch\/"},"doc_category_info":[{"term_name":"Order management","term_url":"https:\/\/www.ems-help.online\/en\/docs-category\/order-management\/"}],"doc_tag_info":[{"term_name":"Administrator","term_url":"https:\/\/www.ems-help.online\/en\/docs-tag\/administrator-en\/"}],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/www.ems-help.online\/en\/wp-json\/wp\/v2\/docs\/7222","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.ems-help.online\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/www.ems-help.online\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/www.ems-help.online\/en\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/www.ems-help.online\/en\/wp-json\/wp\/v2\/comments?post=7222"}],"version-history":[{"count":6,"href":"https:\/\/www.ems-help.online\/en\/wp-json\/wp\/v2\/docs\/7222\/revisions"}],"predecessor-version":[{"id":7797,"href":"https:\/\/www.ems-help.online\/en\/wp-json\/wp\/v2\/docs\/7222\/revisions\/7797"}],"wp:attachment":[{"href":"https:\/\/www.ems-help.online\/en\/wp-json\/wp\/v2\/media?parent=7222"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/www.ems-help.online\/en\/wp-json\/wp\/v2\/doc_category?post=7222"},{"taxonomy":"glossaries","embeddable":true,"href":"https:\/\/www.ems-help.online\/en\/wp-json\/wp\/v2\/glossaries?post=7222"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/www.ems-help.online\/en\/wp-json\/wp\/v2\/doc_tag?post=7222"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}