User Access Configuration Guide for ONDC Integration Portal

User Access Configuration Guide for ONDC Integration Portal

Purpose:

This document serves as a comprehensive guide for configuring user access in the ONDC Integration Portal. It outlines the necessary steps to create login credentials, assign roles to users, and manage menu access through the Security Menu in ONDC Integration portal.

Workflow:

1. Creating Login Credentials for ONDC Integration portal


ON POS (RetailEasy/ServeEasy/HO/RetailEasyOncloud) :

Generate login credentials for users in the Point of Sale (POS) level within the Security Manager. These credentials will be visible in the Employee Master on ONDC Integration portal.

Please refer the below link to know, how to create users in POS level,

1. For RetailEasy User creation  

2. For ServeEasy User creation 

3. For HO User/Employee Creation 

4. For RetailEasy OnCloud


1. Creating Login Credentials for ONDC Integration portal.

Step 1 - Navigate to the Security -> Employee Master.

By default, all users are set to "Inactive" in the Employee Master.

  

2. Creating Roles for Users

Step 1 - Go to the Role Master under the Security menu.

Step 2 - Click on "Add Role" to create a role for mapping to the Employee Master.

Step 3 - Provide Role Name, Role Description, and select the add-on as "ONDC."

Role Name : User defined role name can be given according to the need.

Role Description : Define the responsibilities of the role, which is given in the role description.

Add on : Select the add-on as ONDC.

Step 4 - Once the ONDC add on is selected, on right side you can Enable Menu Access for the role which you have created.  

            - Save the changes.

Note : if you need to edit, In the Role Master, locate the corresponding user, and under the Action column, click on edit.

 

3. Mapping Roles for Users in the Employee Master

   - In the Employee Master, find the employee, and under the Action column, click on the edit icon.

   - Set Integration Login to "Active."

   - Choose the role created in the Role Master.

Note : Once a role is created, a corresponding menu list is assigned. Subsequently, employees are granted access to the menus associated with the role they have been assigned.

   - Select the add-on as ONDC.

   - Specify the Outlet for which the employee should have access.

   - Save the employee configuration.

 

4. User Login Process

   - Users can log in with their email ID at integration.gofrugal.com.

   - During the first login, an OTP will be sent to the user's email.

   - Enter the OTP for the first login.

   - Upon successful authentication, users can access the ONDC Integration Portal with menu access based on the configurations in the Role Master.

 

By following these steps, administrators can efficiently manage user access to the ONDC Integration Portal, ensuring secure and customised access based on roles and responsibilities, also multiple login can be maintained at a time to work on multiple modules based on the role created in security menu. 


    • Related Articles

    • ONDC V1.2 Configuration guide for a seamless selling!

      Introduction Welcome to the ONDC V1.2 Configuration Guide! We have introduced some significant updates to our selling platform for you to provide a seamless seller experience on the ONDC network. This comprehensive guide is your roadmap to seamlessly ...
    • How to convert a sales order under logistics shipping?

      If a customer places an order to your store through the buyer application (Eg : PAYTM) you can check the order in the Integration portal. You can view and acknowledge the sales order in the Integration portal and also intimate the delivery partner to ...
    • Comprehensive Guide: Configuring Pan India Delivery with Logistic Shipping

      Pan India Logistics - Pan India delivery entails the widespread distribution and shipment of goods or services, covering all regions and states across India. Step 1: Configure Shipping Details in App settings menu under Configuration. ➤ Navigate to ...
    • How to process a sales order under self shipping?

      If a customer places an order to your store through the buyer application (Eg : PAYTM) you can check the order in the Integration portal. You can view and acknowledge the sales order in the Integration portal and assign a delivery personnel to ...