Use this feature to restrict which 3PL clients a warehouse user can see and work with throughout Mintsoft. This restriction applies system-wide across all pages, reports and functions, ensuring users only access data for their assigned clients.
Prerequisites
Before you can manage client access for warehouse users, you must have:
The AdminUserManagement permission in your user role.
The user you must configure must be a warehouse or admin user (not a client user or API user).
Note: If you don't see the Manage Client Access option in the Actions menu, you may not have the required permission. See the related article Unable to view Manage Client Access.
What This Feature Does
The Manage Client Access feature allows you to restrict which 3PL clients a warehouse user can see and work with throughout the entire Mintsoft system.
When you restrict a user's client access, they will only be able to:
View and manage orders for their assigned clients.
See products belonging to their assigned clients.
Generate reports filtered to their assigned clients.
Create batches and pick orders for their assigned clients.
View invoicing data for their assigned clients.
Access any other client-specific data for their assigned clients.
Important: This restriction applies system-wide across all pages, reports and functions in Mintsoft. The user will not be able to see or access data for clients they are not assigned to.
Note: This feature only applies to warehouse or admin users. Client users and API users have separate access control mechanisms.
How to Restrict Client Access
Click Settings in the top menu, then select Warehouse User Accounts.
Find the warehouse user you want to configure in the user list.
You can use the search function to find the user quickly.
Only warehouse or admin users can have client access restrictions.
In the user's row, click the Actions dropdown button, then select Manage Client Access.
If you don't see this option, you may not have the AdminUserManagement permission.
In the Manage Client Access window, you'll see a tree view with your clients:
All – the root option that grants access to all clients.
Individual client names listed below.
Select the client or clients the user should be able to access:
To grant access to all clients: tick the All checkbox at the top.
To restrict to specific clients: clear All and tick only the specific client or clients you want the user to access.
You can select multiple individual clients.
You must select at least one option (either All or one or more specific clients).
Click Update to save your changes.
Important: The user may need to log out and log back in for the changes to take effect.
Understanding the All Option
The All option at the top of the client tree has special behaviour:
When All is selected: the user has unrestricted access to all clients in your account. This is the default setting for new warehouse users.
When All is cleared: the user can only access the specific clients you have ticked below.
Important: You cannot select All and individual clients at the same time. If you tick All, any individual client selections will be ignored, and the user will have access to all clients.
Tip: If you want to restrict a user to most clients but not all, you must:
Clear All
Manually tick each client the user should access
What Happens After You Update
After you click Update:
Changes are saved immediately to the database.
The user's access is restricted across the entire Mintsoft system, including:
Order lists and order management.
Product lists and product management.
Reports and exports.
Batch picking and warehouse operations.
Invoicing and billing.
Client dropdowns and filters.
All other client-specific features.
The user may need to log out and log back in for the changes to take full effect, especially if they are currently logged in.
Client dropdowns will be filtered – the user will only see their assigned clients in dropdown menus throughout the system. The All Clients option will not be available to them.
Direct URL access is blocked – if the user tries to access a page for a client they're not assigned to (for example, by typing a URL directly), they will be denied access.
Important Warnings
Warnings:
You must select at least one option – you cannot save the settings without selecting either All or at least one specific client. If you try to save without any selection, you'll see an error message: "You must select at least one Client!"
This affects all areas of Mintsoft – client access restrictions apply system-wide. The user will not be able to see or work with restricted clients anywhere in the system, including orders, products, reports, picking and invoicing.
User may need to log out – if the user is currently logged in, they may need to log out and log back in for the changes to take full effect.
This is separate from warehouse access – client access restrictions are independent of warehouse access restrictions. You can configure both for the same user. See the related article Warehouse User - Restrict/manage warehouse access.
This only applies to warehouse users – this feature only works for warehouse or admin users. Client users and API users have different access control mechanisms.