Role permissions

Order Management supports multiple user roles, each with a predefined view of the system. You can create new user accounts and assign one or more roles to each account. A new Order Management user requires a user account with the appropriate access permissions before performing operations in the Administration module, Customer Service Center, Fulfillment Center, or Retail Center. See Managing User Accounts and Roles.

See the links below for permissions of the following roles:

See the table below for permissions for Public, Data Entry User, Accounting, and Reviewer roles.

The following table describes the default permissions available to the Public, Data Entry User, Accounting, and Reviewer roles in the Administration module. A check mark (???) indicates permission for that role.

Description of role permissions Public Data Entry User Accounting Reviewer

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

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???

???

???

Permission to represent Store 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 modules.

???

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 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.

???

 
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