Order Management Application Roles

The available Roles for the Order Management application are as follows:

• Reader: grants permissions to view, but not modify, customers, orders, organizations, shipments, stores, and profiles.
• Editor: grants permissions to add and modify customers, orders, organizations, shipments, stores, and profiles.
• Administrator: grants permissions to access to the Customer and Order sub-modules. The administrator can set lookups, attribute groups, customer configurations, base profiles, and custom profiles in the Customer Administration section. They can also set lookups, order configurations, shipping providers, payment providers, and tax configurations.

The following table describes the different actions that can be performed by each of the available roles:

 
 

Order Management application Roles Matrix

Actions

Reader

Editor

Administrator

View customers

X

X

X

Add a customer

 

X

X

Edit a customer

 

X

X

View organizations

X

X

X

Add an organization

 

X

X

Edit an organization

 

X

X

View orders

X

X

X

Edit an order

 

X

X

View stores

X

X

X

Edit a store

 

 

X

Delete a store

 

 

X

View a custom profile

X

X

X

Add a custom profile

 

X

X

Edit a custom profile

 

X

X

Delete a custom profile

 

X

X

Access and modify the Order Administration application

 

 

X

Access and modify the Profile Administration application

 

 

X

Open the order details panel

X

X

X

Request status change when clicking on a specific shipment

 

X

X

Set lookups

 

 

X

Set profile configurations

 

 

X

Set shipping providers

 

 

X

Set payment providers

 

 

X

Set tax configurations

 

 

X