techOMS User permissions structure [Information]

Modified on Mon, 25 Mar 2024 at 03:34 PM

When setting up Users in techOMS, you will have to define it's Role and Permissions.

The table below details each available/unavailable actions based on the Role, per Section:

DASHBOARD

	Organization			Account
	Admin	Supervisor	User	Admin	User
Dashboard	✅	✅	✅	✅	✅

SALES ORDERS

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

SALES ORDER RULES

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

PURCHASE ORDERS

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

RECEIPTS

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

PURCHASE ORDER RULES

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

PRODUCTS

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

INVENTORY LEVELS VIEW

	Organization			Account
	Admin	Supervisor	User	Admin	User
View	✅			✅
Create	✅			✅
Adjust (Edit)	✅			✅
Import	✅			✅
Export	✅	✅	✅	✅	✅

FULFILLMENT CHANNELS

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

SALES CHANNELS

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

GLOBAL ALERT SETTINGS

	Organization			Account
	Admin	Supervisor	User	Admin	User
View	✅			✅
Create	✅			✅
Edit	✅			✅
Delete	✅			✅

CARRIERS

	Organization			Account
	Admin	Supervisor	User	Admin	User
View	✅	✅		✅
Create	✅	✅		✅
Edit	✅	✅		✅
Delete	✅	✅		✅
Import	✅	✅		✅
Export	✅	✅		✅

CUSTOMERS

	Organization			Account
	Admin	Supervisor	User	Admin	User
View	✅	✅		✅
Create	✅	✅		✅
Edit	✅	✅		✅
Delete	✅	✅		✅

ORGANIZATIONS

		Organization			Account
		Admin	Supervisor	User	Admin	User
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	✅	✅		✅