techOMS User permissions structure [Information]

Modified on Thu, 4 Sep at 2:30 PM

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:

NOTE: Items marked with an asterisk (*) indicate upcoming features.

HOME

	ORGANIZATION			ACCOUNT
	Administrator	Supervisor	User	Administrator	User	View only
Dashboard organizational view	✅	✅	✅
Dashboard account view	✅	✅	✅	✅	✅	✅
Export	✅	✅	✅	✅	✅

INSIGHTS

	ORGANIZATION			ACCOUNT
	Administrator	Supervisor	User	Administrator	User	View only
*All Dashboards View*	✅	✅

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	Import Products From Channel	✅	✅		✅
	Export Products to Channel	✅	✅		✅
	Receive Inventory Levels From Channel	✅	✅	✅	✅	✅
	Receive Shipments From Channel	✅	✅	✅	✅	✅
	Receive Receipts From Channel	✅	✅	✅	✅	✅

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	Import Products From Channel	✅	✅		✅
	Export Products To Channel	✅	✅		✅
	Send Inventory Levels To Channel	✅	✅	✅	✅	✅
	Receive Sales Orders From Channel	✅	✅	✅	✅	✅

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	✅	✅		✅

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	✅	✅

Sales Order Rules Tab

	ORGANIZATION			ACCOUNT
	Administrator	Supervisor	User	Administrator	User	View only
View	✅	✅
Create	✅	✅
Edit	✅	✅
Delete	✅	✅
Import	✅	✅
Export	✅	✅