techOMS Organizational Structure migration [Information]

Modified on Tue, 5 Dec, 2023 at 4:42 PM

NOTE: This change will go into production the night of December 18th. We have included the below quick reference guide outlining the most commonly used tasks that have been impacted as a result of our move to include the Organizational structure. As part of our update, we will be migrating all users to the revised structure. Please take a moment to review the updated permissions and that your users correctly reflect your desired access.


To simplify the setup and management of techOMS, we are introducing the Organization level to the structure. The Organization is the company that holds the contract with techOMS.
Within the Organization, Warehouses and Customer Accounts (Vendors, retailers, or brands) are nested, giving clear visibility to ownership, improving security, as well as simplifying the overall usability. 


Users can exist at either: 

  • Organizational level, having access to all Accounts within the Organization 
  • Account level, giving access only to a specific Account assigned

Further limits and provisions have been added based on role type, governing user access and ability to make changes within each section.


The following diagram details the structure graphically:



To verify the details about these elements, check each one of these items in order:


ORGANIZATION MANAGEMENT



USER PERMISSIONS



MANAGE WAREHOUSES



MANAGE ACCOUNTS AND ACCOUNT USERS



NOTE: For additional questions or concerns, please open a support ticket as indicated in 21 - How to open a support ticket from the Support Portal [Step-by-Step guide].


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article