How to Create a Role [Step-by-step guide]

Modified on Fri, 05 May 2023 at 05:12 PM

When setting up your techOMS Portal, creating Roles will help you determine visibility and reach of users. Whenever a user is assigned to a Role, everything associated to it will be available for usage to the reach of the user permissions.


This article describes the steps and fields involved in the process.


NOTE: Make sure that you are operating at the right Vendor/Warehouse beforehand.



To create a Role you will have to:


1. Click Roles under System Settings



2. Click Create to deploy the fields for creation



  • Name: Complete the Role name (preferably SH_[name] for Shipper roles, or WH_[name] for Warehouses roles, e.g. SH_MyClient or WH_MyWarehouse)
  • Description: Complete with a description of the Role 


3. Press Save to apply the changes

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