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API Roles

Table of Contents


Purpose

When creating an API Client, you must select the applicable API roles for the Client. These roles will dictate the API Client's access to your account when using the API; therefore, it is important that you enable the correct Roles for each Client. 


API Roles Explained

Role

Access

API Document Links

Add Customer

Create a new customer

View customers

https://api-docs.cartoncloud.com/#create-customer

https://api-docs.cartoncloud.com/#list-customers

https://api-docs.cartoncloud.com/#get-customer  

Internal Field Access

View Custom Fields marked as Internal Only

 

TMS Create Job

Add, view & search consignments

View available Transport Products

View Customers (only those the API client has access to)

View which Custom Fields exist (but not Internal Custom Fields)

View Warehouses (only those the API client has access to)

https://api-docs.cartoncloud.com/#create-consignment

https://api-docs.cartoncloud.com/#get-consignment

https://api-docs.cartoncloud.com/#search-consignment

https://api-docs.cartoncloud.com/#list-transport-products

https://api-docs.cartoncloud.com/#get-transport-product

https://api-docs.cartoncloud.com/#list-customers

https://api-docs.cartoncloud.com/#get-customer 

TMS View Job

View Consignments (including Warehouse Fulfilments) 

Note, this is automatically enabled when TMS Create Job is selected

https://api-docs.cartoncloud.com/#get-consignment

TMS Add/Edit Product

Create New Transport Product

View Transport Product/s

https://api-docs.cartoncloud.com/#create-transport-product

https://api-docs.cartoncloud.com/#list-transport-products

https://api-docs.cartoncloud.com/#get-transport-product  

WMS Create Job

Add, view, search and delete Purchase Orders (Inbound)

Add, view, search and delete Sale Orders (Outbound)

View Customers (only those the API client has access to)

Run Stock Reports

View Custom Fields (but not Internal Custom Fields)

View Warehouses (only those the API client has access to)

Please note, if the customer is configured with the 'Automatically Generate a Consignment from a Sale Order' setting, 'Yes, on Sale Order Import or Pack Completion', then the API Client will also require the 'TMS Create Jobs' role. 

https://api-docs.cartoncloud.com/#inbound-orders-purchase-orders

https://api-docs.cartoncloud.com/#outbound-orders-sale-orders

WMS Add Product

Add, view Warehouse Products (Product Masters)

Please note, even if you have the setting Stop Customers from being able to add their own Products enabled for the customer associated with the API Client, this will be ignored, and the customer using the API Client will still be able to add a WMS Product.

https://api-docs.cartoncloud.com/#create-warehouse-product

https://api-docs.cartoncloud.com/#get-product  

WMS Edit Product

Edit, view Warehouse Products (Product Masters)

https://api-docs.cartoncloud.com/#update-product-put

 https://api-docs.cartoncloud.com/#partial-product-update-patch

https://api-docs.cartoncloud.com/#get-product