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:
- Customer Service Representative: user-level permissions in Customer Service Center
- Customer Service Manager: full permissions in Customer Service Center, and some permissions in the Administration module
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. | |
|