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Setup User Roles



Introduction

Your store can have multiple internal users that can log in to the OMS and manage the day-to-day functions.

Each user should have their own account, with permissions limited to only their areas of role and responsibility



Users Roles

A user role is a built-in collection of user permissions that can be defined for a specific job. A role helps improve efficiency and reduce the risk of human error by enabling you to delegate responsibilities and permissions to certain users only.

Roles can also be used in conjunction with Promotions such as Employee discounts or Affiliate Programs just to name a few

Creating Roles

In the Users Menu in the OMS click Manage User Roles



The OMS comes with the following roles: Admin- allows the User to log in and manage the OMS Affiliate- in conjunction with the Affiliate Promotion Rule, it can be used to reward affiliates



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Click New Role



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You can select a specific User that's associated to that new role you're creating



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and once that role created you can easily connect your users to that role in one click



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or add the Role to any users from within the Users page



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for a more technical approach this can also be accomplished via the API - Please refer to this document





Removing Roles

To remove the Role from a User, simply uncheck the box and click on Update. This operation can also be done through the API: Please refer to this document





Roles and Promotions

The User Role(s) Promotion Rule can be found by going to the Promotions page and browsing the available User Role Rule

for more information about Promotions, please refer to this article



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Role and Promo example

Let's create a promo for this employee whose Role is "Employee Tier 1"

and provide a discount of 30% for a specific item





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at checkout you can see the following discount





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if you have any questions or need help, please reach out to us at help@chord.co









Updated 27 Jan 2023
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TABLE OF CONTENTS
Introduction
Users Roles
Creating Roles
Removing Roles
Roles and Promotions
Role and Promo example