Roles and permissions

A new Customer Service Representative requires a user account with the appropriate access permissions before performing operations in Customer Service Center. By default, there are two roles associated with Customer Service Center:

Note: Create roles and user accounts in the Administration module.

The following table describes the permissions available for the above roles.

Description of Role Permissions Customer Service Manager Customer Service Representative
Permission to bypass state or region-level validation. ???  
Permission to allow access to Customer Service Representative 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 Data Entry User for all functions in all Order Management applications. ??? ???
Permission to edit gift card numbers. ???  
Permission to edit gift card tracking information. ???  
Permission to control who can recount location inventory in Fulfillment Center. ???  
Permission to allow login into Order Management Administration. ???  
Permission to allow login into Customer Service Center. ??? ???
Permission to allow login into Retail Center. ??? ???
Permission to allow login into Fulfillment Center. ??? ???
Permission to control who can change passwords in Fulfillment Center. ??? ???
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 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 new orders. ??? ???
Permission to create a reship order from an existing order. ??? ???
Permission to control who can edit an order and change a restocking fee in Customer Service Center. ???  
Permission to provide a customer an order line appeasement. ??? ???
Permission to change line prices when creating new orders. ??? ???
Permission to change unit price when creating new orders. ??? ???
Permission to control who can pack short in Fulfillment Center. ???  
Permission to control who can pick short in Fulfillment Center. ???  
Permission to represent Public access control in all Order Management applications. ??? ???
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 represent Store access control in all Order Management applications. ??? ???
Permission to represent Warehouse access control in all Order Management applications. ???

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