User Roles

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 account, with permissions limited to only their areas of role and responsibility.



A User Role is a built-in collection of user permissions that defines a specific job. A Role helps improve efficiency and reduce the risk of human error by enabling you to delegate responsibilities and permissions to specific users only. You can also use Roles in conjunction with Promotions, such as Employee discounts or Affiliate Programs, to name a few.

Click Users --> Manage User Roles









Click New Role







You can select a specific User that's associated with that new Role you're creating









and once that Role is 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, you can accomplish it via the API - Please refer to this document









To remove the Role from a User, uncheck the box and click on Update. You can perform this task through the API: Please refer to this document



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