Establish Links

Companies that own multienterprise apps can link Partners and internal locations to those apps and their respective networks. These Links allow the Owner and their linked entities to collaborate and exchange data.

To establish Links for native Opus apps (e.g. Agile Process Teams), select the Opus Links tab, and to establish Links for Track & Trace Services (TTS) apps (e.g. US Compliance), select the Classic Links tab. Not all Links are available in the Opus UI. To administer Links for other TTS apps, go to the TTS UI.

If the app can only have one network, then Owners link Partners and internal locations directly to the app. If the app can have multiple networks, then Owners link Partners and internal locations to a specific network within the app. For example, a Manufacturer that owns Agile Process Teams might create two networks within that APT app (Kendall Supply Network and Kendall US Distribution Network). The Manufacturer could then link the Partners and internal locations they work with for material suppliers to Kendall Supply Network and different Partners and internal locations to Kendall US Distribution Network.

Some enterprise apps also allow Owners to link their internal locations to the app.

System Administrators and Application Administrators can establish and manage Links, and users within those Links, for apps and their networks.

If an app supports multiple networks, then the Application Administrator role does not itself grant users the permission to establish or manage links for the networks within apps they administer. Users with the Application Administrator role must be separately assigned the Application Administrator role for those specific networks to take these actions.

Establish Links to an application or network

Application Administrators can establish Links only for the apps and their networks.

  1. Select Administer in the side menu.
  2. Select Links.
  3. Select the Add Links icon.
  4. Select the tab for the type of Link:
    • Opus Links tab to view the Links for native Opus apps (e.g. Agile Process Teams)
    • Classic Links tab to view the Links for Track & Trace Services (TTS) apps that are available in the Opus UI (e.g. US Compliance)
    • Failed Links tab to review the Links that could not be established.
  5. On Step 1: Network and Invitations:
    1. Fill in the following fields in the Network section:
      1. Application drop-down – Required. The app that the Partner or internal location must be linked to.
      2. Network drop-down – Conditionally required if the app allows multiple networks. The network that the Partner or internal location must be linked to (enabled only for apps that allow multiple networks).
    2. Fill in the following fields in the Entities to Link section:
      1. Entity field – Required. The name or identifier of the Partner or internal location to link to the app or network, sourced from the Partners and locations entered in Master Data Exchange.

        When linking with a Partner or an internal location, use a TraceLink ID to avoid any issues.

        If there is no TraceLink ID in the entity list, the owning Company must add the TraceLink ID of the Partner Location to the Partner locations master data and the TraceLink ID to the company location master data for their internal locations on Track & Trace Services.

      2. Send Invitation To field – The email of the user at the Partner or internal location who is establishing the Link. The invitation is accepted automatically and no email is sent to the user. If the email is populated, an email is sent to the specified user notifiying them that they have been added to the Link. System Administrators from the Linked Partner can then manage the Link.

      3. Select the Add icon to add another Entity field and another Send Invitation To field.

    3. Select Next.
  6. On Step 2: Roles:
    1. Select the roles that the linked entities can assign to their users.

      Tips

      • All selected roles are added to each entity within the Link as specified in Step 1: Networks and Invitations.
    2. Select Link.

      TraceLink automatically creates the Link and the user can begin exchanging data with the linked entities.

      Return to the Links screen and filter to find the Link you just created to see whether or not it was successful.

Modify access to a Link

Modify the roles that the linked entities can assign to their users within the Link, and add users from your company to the Link.

The System Administrator at the Partner or internal location linked to the app or its network can assign these roles to their users that are added to the Link.

Only the Owner can add roles to the Link.

  1. Select Administer in the side menu.
  2. Select Links.
  3. Select the tab for the type of Link:
    • Opus Links tab to view the Links for native Opus apps (e.g. Agile Process Teams)
    • Classic Links tab to view the Links for Track & Trace Services (TTS) apps that are available in the Opus UI (e.g. US Compliance)
    • Failed Links tab to review the Links that could not be established.
  4. Filter to find the Link.
  5. Select the Action icon in the row for the Link.
  6. Select View Link.
  7. Select the Add icon on the Roles tab.
  8. Select a Role to add to the Link so that the linked entity can assign the role to their users.
  9. Select Add.

    The selected roles are added to the Link, and the linked entity can then assign it to their users.

Assign a user to a specific Link to give the user access to collaborate and share data with the Owner. System and Application Administrators can also determine which roles the user is assigned within the Link.

Filter and view Links

  1. Select Administer in the side menu.
  2. Select Links.
  3. Select the tab for the type of Link:
    • Opus Links tab to view the Links for native Opus apps (e.g. Agile Process Teams)
    • Classic Links tab to view the Links for Track & Trace Services (TTS) apps that are available in the Opus UI (e.g. US Compliance)
    • Failed Links tab to review the Links that could not be established.

  4. Fill in one or more of the following fields to filter the results:

    1. Network multi-select field – Required. The network that the Partner or internal location is linked to.
    2. Linked Entity multi-select field – The Partner or internal location that is linked to the app or network.
  5. Select View Link.

    The View Link screen displays the users's Link information.

      In the Link Information section:
      • Owner field – A TraceLink Member who has purchased a particular TraceLink app.
      • Partner entity field – The name or identifier of the Partner or internal location to link to the app or network, sourced from the Partners and locations entered in Master Data Exchange.
      • Last modified field – Date and time of the user's last modification of the Link.
      • Status field – The status of the Link.
      • Network (Application) field – The network the user is assigned to.

      In the Roles section:

      • Status field – The status of the Link.
      • First Name field – The first name of the user assigned to the Link.
      • Last Name field – The last name of the user assigned to the Link.
      • Email field – The email address of the user assigned to the Link.
      • Roles field – The roles of the user assigned to the Link.

    Select the Remove icon to remove a user from the Link.

  6. Select Apply.

    The filtered results display in the table.