When setting up Users in techOMS, you will have to define its Role and Permissions.
The Owner user role has the same permissions as the Administrator role, plus the ability to change the License Type.
The following tables detail the actions available to each role, for each menu item:

HOME
ORGANIZATION | ACCOUNT | |||||
Administrator | Supervisor | User | Administrator | User | View only | |
Dashboard organizational view | ✅ | ✅ | ✅ | |||
Dashboard account view | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Export | ✅ | ✅ | ✅ | ✅ | ✅ |
SALES
Sales Orders
ORGANIZATION | ACCOUNT | |||||
Administrator | Supervisor | User | Administrator | User | View only | |
View | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Create | ✅ | ✅ | ||||
Edit | ✅ | ✅ | ✅ | ✅ | ✅ | |
Delete | ✅ | ✅ | ||||
Import | ✅ | ✅ | ||||
Export | ✅ | ✅ | ✅ | ✅ | ✅ | |
Clone | ✅ | ✅ | ||||
To draft | ✅ | ✅ | ✅ | ✅ | ✅ | |
Approve | ✅ | ✅ | ✅ | ✅ | ✅ | |
Allocate & Fulfill | ✅ | ✅ | ✅ | ✅ | ✅ | |
Cancel | ✅ | ✅ | ✅ | ✅ | ✅ | |
Confirm Cancel | ✅ | ✅ | ||||
Push update to sales channel | ✅ | ✅ | ✅ | ✅ | ✅ | |
Update status | ✅ | ✅ | ✅ | ✅ | ✅ | |
Mark order as shipped | ✅ | ✅ | ✅ | ✅ | ✅ | |
Add to shipment | ✅ | ✅ | ✅ |
Shipments
ORGANIZATION | ACCOUNT | |||||
Administrator | Supervisor | User | Administrator | User | View only | |
View | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Edit | ✅ | ✅ | ✅ | |||
Delete | ✅ | ✅ | ||||
Send | ✅ | ✅ | ✅ | ✅ | ✅ | |
Fulfill | ✅ | ✅ | ✅ | |||
Cancel | ✅ | ✅ | ✅ | ✅ | ✅ | |
Confirm Cancel | ✅ | ✅ |
Order Rules
ORGANIZATION | ACCOUNT | |||||
Administrator | Supervisor | User | Administrator | User | View only | |
View | ✅ | ✅ | ✅ | ✅ | ✅ | |
Create | ✅ | ✅ | ✅ | |||
Edit | ✅ | ✅ | ✅ | |||
Delete | ✅ | ✅ | ||||
Import | ✅ | ✅ | ✅ | |||
Export | ✅ | ✅ | ✅ | ✅ | ✅ |
Logs
ORGANIZATION | ACCOUNT | |||||
Administrator | Supervisor | User | Administrator | User | View only | |
View | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
PURCHASES
Purchase Orders
ORGANIZATION | ACCOUNT | |||||
Administrator | Supervisor | User | Administrator | User | View only | |
View | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Create | ✅ | ✅ | ||||
Edit | ✅ | ✅ | ✅ | ✅ | ✅ | |
Delete | ✅ | ✅ | ||||
Import | ✅ | ✅ | ||||
Export | ✅ | ✅ | ✅ | ✅ | ✅ | |
Clone | ✅ | ✅ | ||||
To Draft | ✅ | ✅ | ✅ | ✅ | ✅ | |
Approve | ✅ | ✅ | ✅ | ✅ | ✅ | |
Run workflow | ✅ | ✅ | ✅ | ✅ | ✅ | |
Cancel | ✅ | ✅ | ✅ | ✅ | ✅ | |
Mark orders as received | ✅ | ✅ | ✅ | ✅ | ✅ | |
Add to receipt | ✅ | ✅ | ✅ |
Receipts
ORGANIZATION | ACCOUNT | |||||
Administrator | Supervisor | User | Administrator | User | View only | |
View | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Edit | ✅ | ✅ | ✅ | |||
Delete | ✅ | ✅ | ||||
Send | ✅ | ✅ | ✅ | ✅ | ✅ | |
Receive | ✅ | ✅ | ✅ | |||
Cancel | ✅ | ✅ | ✅ | ✅ | ✅ | |
Confirm Cancel | ✅ | ✅ |
Order Rules
ORGANIZATION | ACCOUNT | |||||
Administrator | Supervisor | User | Administrator | User | View only | |
View | ✅ | ✅ | ✅ | ✅ | ✅ | |
Create | ✅ | ✅ | ✅ | |||
Edit | ✅ | ✅ | ✅ | |||
Delete | ✅ | ✅ | ||||
Import | ✅ | ✅ | ✅ | |||
Export | ✅ | ✅ | ✅ | ✅ | ✅ |
Logs
ORGANIZATION | ACCOUNT | |||||
Administrator | Supervisor | User | Administrator | User | View only | |
View | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
INVENTORY
Products
ORGANIZATION | ACCOUNT | |||||
Administrator | Supervisor | User | Administrator | User | View only | |
View | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Create | ✅ | ✅ | ✅ | ✅ | ✅ | |
Edit | ✅ | ✅ | ✅ | ✅ | ✅ | |
Delete | ✅ | ✅ | ✅ | ✅ | ✅ | |
Import | ✅ | ✅ | ✅ | ✅ | ✅ | |
Export | ✅ | ✅ | ✅ | ✅ | ✅ | |
Merge | ✅ | ✅ | ✅ | ✅ | ✅ |
Inventory Levels
ORGANIZATION | ACCOUNT | |||||
Administrator | Supervisor | User | Administrator | User | View only | |
View | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Create | ✅ | ✅ | ||||
Adjust (Edit) | ✅ | ✅ | ||||
Import | ✅ | ✅ | ||||
Export | ✅ | ✅ | ✅ | ✅ | ✅ |
FULFILLMENT CHANNELS
ORGANIZATION | ACCOUNT | |||||
Administrator | Supervisor | User | Administrator | User | View only | |
View | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Edit | ✅ | ✅ | ✅ | |||
Delete | ✅ | ✅ | ||||
Sync actions | ✅ | ✅ | ✅ |
Carrier Mappings Tab
ORGANIZATION | ACCOUNT | |||||
Administrator | Supervisor | User | Administrator | User | View only | |
View | ✅ | ✅ | ✅ | ✅ | ✅ | |
Create | ✅ | ✅ | ✅ | |||
Edit | ✅ | ✅ | ✅ | |||
Delete | ✅ | ✅ | ✅ | |||
Import | ✅ | ✅ | ✅ | |||
Export | ✅ | ✅ | ✅ | ✅ | ✅ |
SKU Mappings Tab
ORGANIZATION | ACCOUNT | |||||
Administrator | Supervisor | User | Administrator | User | View only | |
View | ✅ | ✅ | ✅ | ✅ | ✅ | |
Create | ✅ | ✅ | ✅ | |||
Edit | ✅ | ✅ | ✅ | |||
Delete | ✅ | ✅ | ✅ | |||
Import | ✅ | ✅ | ✅ | |||
Export* | ✅ | ✅ | ✅ | ✅ | ✅ |
Webhooks
ORGANIZATION | ACCOUNT | |||||
Administrator | Supervisor | User | Administrator | User | View only | |
View | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Create | ✅ | ✅ | ✅ | |||
Edit | ✅ | ✅ | ✅ | |||
Delete | ✅ | ✅ | ✅ |
Logs
ORGANIZATION | ACCOUNT | |||||
Administrator | Supervisor | User | Administrator | User | View only | |
View | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
SALES CHANNELS
ORGANIZATION | ACCOUNT | |||||
Administrator | Supervisor | User | Administrator | User | View only | |
View | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Create | ✅ | ✅ | ||||
Edit | ✅ | ✅ | ✅ | |||
Delete | ✅ | ✅ | ||||
Sync actions | ✅ | ✅ | ✅ |
Carrier Mappings Tab
ORGANIZATION | ACCOUNT | |||||
Administrator | Supervisor | User | Administrator | User | View only | |
View | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Create | ✅ | ✅ | ✅ | |||
Edit | ✅ | ✅ | ✅ | |||
Delete | ✅ | ✅ | ✅ | |||
Import | ✅ | ✅ | ✅ | |||
Export | ✅ | ✅ | ✅ | ✅ | ✅ |
SKU Mappings Tab
ORGANIZATION | ACCOUNT | |||||
Administrator | Supervisor | User | Administrator | User | View only | |
View | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Create | ✅ | ✅ | ✅ | |||
Edit | ✅ | ✅ | ✅ | |||
Delete | ✅ | ✅ | ✅ | |||
Import | ✅ | ✅ | ✅ | |||
Export* | ✅ | ✅ | ✅ | ✅ | ✅ |
Webhooks
ORGANIZATION | ACCOUNT | |||||
Administrator | Supervisor | User | Administrator | User | View only | |
View | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Create | ✅ | ✅ | ✅ | |||
Edit | ✅ | ✅ | ✅ | |||
Delete | ✅ | ✅ | ✅ |
Logs
ORGANIZATION | ACCOUNT | |||||
Administrator | Supervisor | User | Administrator | User | View only | |
View | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
NOTIFICATIONS
Webhooks
ORGANIZATION | ACCOUNT | |||||
Administrator | Supervisor | User | Administrator | User | View only | |
View | ✅ | ✅ | ||||
Create | ✅ | ✅ | ||||
Edit | ✅ | ✅ | ||||
Delete | ✅ | ✅ |
Webhook Logs
ORGANIZATION | ACCOUNT | |||||
Administrator | Supervisor | User | Administrator | User | View only | |
View | ✅ | ✅ |
ADMIN SETTINGS
Global Alert Settings
ORGANIZATION | ACCOUNT | |||||
Administrator | Supervisor | User | Administrator | User | View only | |
View | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Create | ✅ | ✅ | ||||
Edit | ✅ | ✅ | ||||
Delete | ✅ | ✅ |
Carriers
ORGANIZATION | ACCOUNT | |||||
Administrator | Supervisor | User | Administrator | User | View only | |
View | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Create | ✅ | ✅ | ✅ | |||
Edit | ✅ | ✅ | ✅ | |||
Delete | ✅ | ✅ | ✅ | |||
Import | ✅ | ✅ | ✅ | |||
Export | ✅ | ✅ | ✅ |
Customers
ORGANIZATION | ACCOUNT | |||||
Administrator | Supervisor | User | Administrator | User | View only | |
View | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Create | ✅ | ✅ | ✅ | |||
Edit | ✅ | ✅ | ✅ | |||
Delete | ✅ | ✅ | ✅ |
SYSTEM LOGS & REPORTS
Audit Logs
ORGANIZATION | ACCOUNT | |||||
Administrator | Supervisor | User | Administrator | User | View only | |
View | ✅ | ✅ | ✅ |
SYSTEM SETTINGS\ACCOUNT
ORGANIZATION | ACCOUNT | |||||
Administrator | Supervisor | User | Administrator | User | View only | |
View | ✅ | ✅ | ✅ | |||
Edit | ✅ | ✅ | ✅ |
Warehouses Tab
ORGANIZATION | ACCOUNT | |||||
Administrator | Supervisor | User | Administrator | User | View only | |
View | ✅ | ✅ | ||||
Edit | ✅ | ✅ |
Users Tab
ORGANIZATION | ACCOUNT | |||||
Administrator | Supervisor | User | Administrator | User | View only | |
View | ✅ | ✅ | ✅ | |||
Create (attach) | ✅ | ✅ | ✅ | |||
Edit | ✅ | ✅ | ✅ | |||
Delete (detach) | ✅ | ✅ | ✅ |
SYSTEM CONFIGURATION\ORGANIZATIONS
ORGANIZATION | ACCOUNT | |||||
Administrator | Supervisor | User | Administrator | User | View only | |
View | ✅ | ✅ | ||||
Edit | ✅ |
Accounts Tab
ORGANIZATION | ACCOUNT | ||||||
Administrator | Supervisor | User | Administrator | User | View only | ||
View | ✅ | ✅ | |||||
Create | ✅ | ✅ | |||||
Clone | ✅ | ||||||
Edit | ✅ | ✅ | |||||
Delete | ✅ | ||||||
Enable/Disable | ✅ | ||||||
Select | ✅ | ✅ | |||||
WAREHOUSES (WHEN EDITING AN ACCOUNT) | View | ✅ | ✅ | ||||
Create | ✅ | ✅ | |||||
Edit | ✅ | ✅ | |||||
USERS (WHEN EDITING AN ACCOUNT) | View | ✅ | ✅ | ||||
Create | ✅ | ✅ | |||||
Edit | ✅ | ✅ | |||||
Delete | ✅ | ✅ |
Warehouses Tab
ORGANIZATION | ACCOUNT | |||||
Administrator | Supervisor | User | Administrator | User | View only | |
View | ✅ | ✅ | ||||
Create | ✅ | ✅ | ||||
Edit | ✅ | ✅ | ||||
Delete | ✅ | |||||
Enable/Disable* | ✅ |
Users Tab
ORGANIZATION | ACCOUNT | |||||
Administrator | Supervisor | User | Administrator | User | View only | |
View | ✅ | ✅ | ||||
Create | ✅ | ✅ | ||||
Edit | ✅ | ✅ | ||||
Delete | ✅ | ✅ |
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