User Menu and Manage User Access

Once a user logs in to the application, they will have access to OTM functions based on the role associated to their user record. You can further restrict the menu at role level or user level by creating a custom menu and associating it to the user or role.

Note that while creating a user, the following values are mandatory:

Configuration and Administration > User Management > User Manager
  • User ID: Unique identifier for the user
  • User Name: Can be used to avoid entering the domain name at login
  • Password: Initial password for the user
  • User Role ID: Default role for that user after initial login

You can restrict the menu so that a user sees only specific screens — for example, only the Purchase Order (Order Base) screen. First create a custom menu with that single screen set link, then associate the menu to the user or role.