techOMS User permissions structure [Information]

Modified on Mon, 3 Feb at 9:53 AM

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 plus the ability to change the License Type.

The following table details the actions available to each role, for each section:

DASHBOARD

	Organization			Account
	Administrator	Supervisor	User	Administrator	User	View only
Organizational view	✅	✅	✅
Account view	✅	✅	✅	✅	✅	✅
Export	✅	✅	✅	✅	✅

SALES ORDERS

	Organization			Account
	Administrator	Supervisor	User	Administrator	User	View only
View	✅	✅	✅	✅	✅	✅
Create	✅			✅
Edit	✅	✅	✅	✅	✅
Delete	✅			✅
Clone	✅			✅
To draft	✅	✅	✅	✅	✅
Approve	✅	✅	✅	✅	✅
Allocate & Fulfill	✅	✅	✅	✅	✅
Cancel	✅	✅	✅	✅	✅
Confirm Cancel	✅			✅
Push update to sales channel	✅	✅	✅	✅	✅
Update status	✅	✅	✅	✅	✅
Add to shipment	✅	✅		✅

SHIPMENTS

	Organization			Account
	Administrator	Supervisor	User	Administrator	User	View only
View	✅	✅	✅	✅	✅	✅
Edit	✅	✅		✅
Delete	✅			✅
Send	✅	✅	✅	✅	✅
Fulfill	✅	✅		✅
Cancel	✅	✅	✅	✅	✅
Confirm Cancel	✅			✅

SALES ORDER RULES

	Organization			Account
	Administrator	Supervisor	User	Administrator	User	View only
View	✅	✅	✅	✅	✅	✅
Create	✅	✅		✅
Edit	✅	✅		✅
Delete	✅			✅
Import	✅	✅		✅
Export	✅	✅	✅	✅	✅
Logs View	✅	✅	✅	✅	✅	✅

PURCHASE ORDERS

	Organization			Account
	Administrator	Supervisor	User	Administrator	User	View only
View	✅	✅	✅	✅	✅	✅
Create	✅			✅
Edit	✅	✅	✅	✅	✅
Delete	✅			✅
Clone	✅			✅
Approve	✅	✅	✅	✅	✅
Run workflow	✅	✅	✅	✅	✅
Cancel	✅	✅	✅	✅	✅
Add to receipt	✅	✅		✅

RECEIPTS

	Organization			Account
	Administrator	Supervisor	User	Administrator	User	View only
View	✅	✅	✅	✅	✅	✅
Edit	✅	✅		✅
Delete	✅			✅
Send	✅	✅	✅	✅	✅
Receive	✅	✅		✅
Cancel	✅	✅	✅	✅	✅
Confirm Cancel	✅			✅

PURCHASE ORDER RULES

	Organization			Account
	Administrator	Supervisor	User	Administrator	User	View only
View	✅	✅	✅	✅	✅	✅
Create	✅	✅		✅
Edit	✅	✅		✅	✅
Delete	✅			✅
Import	✅	✅		✅
Export	✅	✅	✅	✅	✅
Logs View	✅	✅	✅	✅	✅	✅

PRODUCTS

	Organization			Account
	Administrator	Supervisor	User	Administrator	User	View only
View	✅	✅	✅	✅	✅	✅
Create	✅	✅	✅	✅	✅
Edit	✅	✅	✅	✅	✅
Delete	✅	✅	✅	✅	✅
Import	✅	✅	✅	✅	✅
Export	✅	✅	✅	✅	✅
Merge	✅	✅	✅	✅	✅

INVENTORY LEVELS VIEW

	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	✅	✅	✅	✅	✅	✅
Create	✅	✅		✅
Edit	✅	✅		✅
Delete	✅	✅		✅
Sync Actions	✅	✅	✅	✅	✅
Logs View	✅	✅	✅	✅	✅	✅

SALES CHANNELS

	Organization			Account
	Administrator	Supervisor	User	Administrator	User	View only
View	✅	✅	✅	✅	✅	✅
Create	✅			✅
Edit	✅	✅		✅
Delete	✅			✅
Sync Actions	✅	✅	✅	✅	✅
Logs View	✅	✅	✅	✅	✅	✅

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	✅	✅		✅

ORGANIZATIONS

		Organization			Account
		Administrator	Supervisor	User	Administrator	User	View only
Organizations	View	✅	✅
	Create
	Edit
	Enable/Disable
	Accounts View	✅	✅
	Accounts Create	✅	✅
	Accounts Edit	✅	✅
	Accounts Delete	✅
	Accounts Enable/Disable	✅
	Accounts Select	✅	✅
	Warehouses View	✅	✅
	Warehouses Edit	✅	✅
	Users View	✅	✅
	Users Create	✅	✅
	Users Edit	✅	✅
	Users Delete	✅	✅
Warehouses	View	✅	✅
	Create	✅	✅
	Edit	✅	✅
	Delete	✅
	Enable/Disable	✅
	Users View	✅	✅
	Users Create	✅	✅
	Users Edit	✅	✅
	Users Delete	✅	✅
Account	View	✅	✅		✅
	Edit	✅	✅		✅
	Warehouses View	✅	✅
	Warehouses Edit	✅	✅
	Users View	✅	✅		✅
	Users Create	✅	✅		✅
	Users Edit	✅	✅		✅
	Users Delete	✅	✅		✅