Security Roles Manager

Order Management supports multiple security roles, each with a predefined view of the system. You can assign one or more roles to a user account. Each role is assigned a permission set, which is a group of rights or permissions. Users who belong to that role can access certain portions of the system. The permission sets vary according to the role. For example, a Customer Service Manager can edit order line items in Customer Service Center, whereas a Customer Service agent can't. The permission sets for the default roles can be edited. If you change them, the roles in your system will no longer match the descriptions in Managing User Accounts and Roles.

Note: The contents of an individual permission set can't be modified.

The following roles are available:

The following table describes the default permissions available to the Administrator and Power User roles in the Administration module. A check mark (???) indicates permission for that role. See Role Permissions for details on permissions of other roles.

Description of Role Permissions Administrator Power User

Permission to represent Public access control in all Order Management applications.

???

???

Permission to represent lStore access control in all Order Management applications.

???

???

Permission to represent Warehouse access control in all Order Management applications.

???

???

Permission to allow access to Data Entry User for all functions in all Order Management applications.

???

???

Permission to allow access to Customer Service Agent for all functions in all Order Management applications.

???

???

Permission to allow access to Customer Service Manager for all functions in all Order Management applications.

???

???

Permission to allow access to Accounting for all functions in all Order Management applications.

???

???

Permission to allow access to Reviewer for all functions in all Order Management applications.

???

???

Permission to allow access to Power User for all functions in all Order Management applications.

???

???

Permission to allow access to Administrator for all functions in all Order Management applications.

???

 

Permission to allow login into Order Management Administration.

???

???

Permission to allow login into Customer Service Center.

???

???

Permission to allow login into Fulfillment Center.

???

???

Permission to allow login into Retail Center.

???

???

Permission to access the Security Manager, User Manager, and Role Manager.

???

 

Permission to access the Reporting module.

???

???

Permission to reset a customer password.

???

 

Permission to provide activity information when editing a customer.

???

 

Permission to merge duplicate customer accounts.

???

 

Permission to edit gift card numbers.

???

???

Permission to edit gift card tracking information.

???

???

Permission to add new payments to an order.

???

 

Permission to provide customer an order line appeasement.

???

???

Permission to edit order line items.

???

???

Permission to change price on order line items.

???

???

Permission to return an order line item.

???

???

Permission to approve an order.

???

 

Permission to clear alerts.

???

 

Permission to create new orders.

???

???

Permission to provide activity information when editing an order.

???

 

Permission to create a reship order from an existing order.

???

???

Permission to suspend or resume the workflow progress of an order.

???

 

Permission to allow orders to be created without payment authorization.

???

 

Permission to change line prices when creating new orders.

???

???

Permission to change unit price when creating new orders.

???

???

Permission to bypass state- or region-level validation when adding international address to a new order.

???

 

Permission to assign a site to line items.

???

 

Permission to use payment accounts and stored payment data.

???

 

Permission to cancel a shipping order.

???

 

Permission to create and modify reports. (This permission enforces user password policy for the Report Author role)

???

???

Permission to control who can see and use the Quotes module in Customer Service Center.

???

???

Permission to control who can see and use the Return Order module in Customer Service Center.

???

???

Permission to control who can edit a restocking fee when returning an item in Customer Service Center.

???

???

Permission to allow a credit above the original payment amount in Customer Service Center.

???

 

Permission to allow a credit overage in Customer Service Center.

???

 

Permission to create a credit during a return in Customer Service Center.

???

 

Permission to control who can edit an order and change the credit card expiration date in Customer Service Center.

???

???

Permission to control who can edit an order and change the gift card address in Customer Service Center.

???

???

Permission to control who can edit an order and apply a miscellaneous credit in Customer Service Center.

???

???

Permission to create autoship orders in Customer Service Center.

???

 

Permission to allow autoship orders bulk updates in Customer Service Center.

???

 

Permission to allow cash/check payments to fund order in Customer Service Center.

???

 

Permission to change customer email on closed orders in Customer Service Center.

???

 

Permission to add items to an order in any open state in Customer Service Center.

???

 

Permission to swap items to any other item in the same catalog in Customer Service Center.

???

 

Permission to control who can recount location inventory in Fulfillment Center.

???

???

Permission to control who can change passwords in Fulfillment Center.

???

???

Permission to control who can pick short in Fulfillment Center.

???

???

Permission to control who can pack short in Fulfillment Center.

???

???

Permission to bypass state or region-level validation.

???

???

To create or search for a security Role, follow these steps:

  1. Click Settings from the accordion menu, and then click Security.
  2. Click Roles. The Security Roles Manager page opens.
  3. From here, you can search, manage, or create a new role. See Searching for Roles in the Administration Module. and Creating Roles in the Administration Module.
    • To create a security Role, click New Security Role.
    • To search for an existing security role, use the search form at the top of the page. Search by name or ID of an existing role, and then select Search.

The following table describes the fields and buttons on the Roles Manager page.

Fields and Buttons Description
New Security Role button Creates a security role. The New Security Role page appears.
Name/ID dropdown A dropdown list where you can select to search for a role by name or ID.
Search button Initiates the search process.
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