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
Click New Role
You can select a specific User that's associated to that new role you're creating
and once that role created you can easily connect your users to that role in one click
or add the Role to any users from within the Users page
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
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
at checkout you can see the following discount
if you have any questions or need help, please reach out to us at help@chord.co