Once you have installed Clever Shipment Management a permission set (SHIP MGT ALL CSPMTMN) is created which gives access to all of the relevant relevant additional functionality required for Shipment Management. This permission set will need to be assigned to the relevant users or user groups as appropriate. If you wish to give users access to only certain parts of Clever Shipment Management, it is recommended that you copy this permission set and remove permissions as required.

A secondary standard permission set (SHIP MGT ORD CSPMTMN) is also created. This gives sufficient permissions for users to use Shipment Management with order entry and to view the status of routes without having the permissions to amend or process the route.