Order Management Application Roles

The three available Roles in the Order Management application:

• Reader: grants permission to view, but not modify, customers, orders, organizations, shipments, stores and profiles.
• Editor: grants permission to add and modify customers, orders, organizations, shipments, stores and profiles.
• Administrator: grants access to every aspect of the Order Management application. Administrators can add and edit stores, set lookups, profiles, and providers, modify tax categories and rates, and the OMS itself. In addition to these unique permissions and abilities, administrators can also perform all actions available to Readers and Editors.

The following table describes the different actions that can be performed by each role:

 
 

Order Management application Roles Matrix

Actions

Reader

Editor

Administrator

Viewing customers

X

X

X

Adding customers

 

X

X

Editing customers

 

X

X

Viewing organizations

X

X

X

Adding organizations

 

X

X

Editing organizations

 

X

X

Viewing orders

X

X

X

Creating orders

 

X

X

Editing orders

 

X

X

Rendering an order details page

X

X

X

Viewing stores

X

X

X

Editing stores

 

 

X

Deleting stores

 

 

X

Viewing custom profiles

X

X

X

Adding custom profiles

 

X

X

Editing custom profiles

 

X

X

Deleting custom profiles

 

X

X

Adding timeslot quotas

 

X

X

Deleting timeslot quotas

 

X

X

Viewing timeslot quota exceptions

X

X

X

Adding timeslot quota exceptions

 

X

X

Deleting timeslot quota exceptions

 

X

X

Accessing and modifying the Order Administration application

 

 

X

Opening the order details panel

X

X

X

Requesting status change when selecting a shipment

 

X

X

Setting lookups

 

 

X

Setting profile configurations

 

 

X

Setting shipping providers

 

 

X

Setting payment providers

 

 

X

Setting tax configurations

 

 

X

Viewing tax categories

X

X

X

Creating tax categories

 

 

X

Editing tax categories

 

 

X

Viewing tax rates

X

X

X

Creating tax rates

 

 

X

Editing tax rates

 

 

X

Deleting tax rates

 

 

X

Viewing tax jurisdictions

X

X

X

Creating tax jurisdictions

 

X

X

Editing tax jurisdictions

 

X

X

Deleting tax jurisdictions

 

X

X

Viewing tax jurisdiction groups

X

X

X

Creating tax jurisdiction groups

 

X

X

Editing tax jurisdiction groups

 

X

X

Deleting tax jurisdiction groups

 

X

X