Assign roles to enable employees to perform certain actions on application screens.
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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.
Go to Hamburger Menu in OMS > Relationship > Employee.
Search Employees.
Click on the employee IDs to navigate to view the profile page.
In the Overview section, go to the Role.
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:
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.
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