Solution Flows
User management
Inventory threshold managementProduct Information Management (PIM)Return Order ManagementInventory ImportShip from Store (Old)Order Management FlowOrder PickingPurchase Order ManagementJob ManagerInventory AdjustmentsOverviewInventory ManagementFacility managementStore PickupInventory ReceivingUser managementStore fulfillmentPre-order management
User management
Inventory threshold managementProduct Information Management (PIM)Return Order ManagementInventory ImportShip from Store (Old)Order Management FlowOrder PickingPurchase Order ManagementJob ManagerInventory AdjustmentsOverviewInventory ManagementFacility managementStore PickupInventory ReceivingUser managementStore fulfillmentPre-order management
  • Introduction
  • Create Employee
  • Assign Role
  • Assign Security Group
  • Create Employee Login
  • Login in the Order management system adminstrator(OMS)
  • Login in the Application Suite
  • Forget password
  • Reset Password
  • Frequently created users
    • Create a new picker
    • Create a store login
    • Create a new admin user
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Assign Role

Assign roles to enable employees to perform certain actions on application screens.

PreviousCreate EmployeeNextAssign Security Group

Last updated 1 year ago

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This document outlines a step-by-step process for assigning roles to employees in the OMS.

Upon user creation, the Application user role is automatically assigned, but it can be deleted if unnecessary. Employees can have multiple roles, such as Picker, Packer, Receiver, within a facility, allowing them to perform various actions as needed.

  1. Go to Hamburger Menu in OMS > Relationship > Employee.

  2. Search Employees.

  3. Click on the employee IDs to navigate to view the profile page.

  4. In the Overview section, go to the Role.

  5. Click the add function to choose roles from the dropdown.

Roles in OMS are defined in the below table, outlining specific responsibilities and login credentials:

Role
Description
Login credentials

Application users

Users who consistently participate in operations through HotWax Commerce applications.

Needed as user need to login the applications

Warehouse pickers

Users responsible for picking items for orders in a warehouse or store, without interacting with any specific application

Not needed as users are not required to log in to access the applications.

Related links: 1.

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Video: Assign role
Relationship
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