RoleWizard

Role Wizard

Purpose: Use the Role Wizard to create or edit roles you use to control users’ authority to different menu options. There are different types of authority available for assignment to:

• retailer users with access to Order Broker screens for either the Routing Engine or Supplier Direct Fulfillment modules

• store associate users with access to Store Connect (available if Use Store Connect is selected at the Tenant - Admin screen)

• vendor users with access to the Vendor Portal (available if Use Vendor Portal is selected at the Tenant - Admin screen)

Admin user: An admin user has authority to all screens and does not need role assignment.

Making roles more or less specific: You can assign each user to one or more roles; for example, you can set up one role to control access to products and another role to control access to order inquiry, and assign a user to both of these roles if needed. You can also set up a single role to control authority to all systems-related options so that you can assign all authority to administrative users more easily.

Delivered roles: Order Broker is delivered with predefined roles. Make sure to review the authority associated with these roles prior to assigning them to a user.

Steps to creating a role: The basic steps to creating or modifying a role are:

• Specify Role Name: specify the name for a role and whether it applies to retailers, store associates, or vendors.

• Authority: specify the authority available to users with the role. The authorities available for selection vary depending on whether you are setting up a retailer, store associate, or vendor role.

• Users: specify the users to assign to the role. You can also assign users to a role later, through the:

• Role Wizard

• User Profile Configuration screen (retailer users)

• New Store Associate User Profile or Edit Store Associate User Profile screen (store associate users)

• Vendor User Profile screen (vendor users)

• Review Role: review the role before you accept your entries or changes.

How to display:

• creating a role: click New at the Roles screen

• changing or reviewing a role:

• click the edit icon () next to a zone at the Roles screen, or

• click Edit at the Browse Role window

Note: Only users with Roles authority can display this screen. See the Role Wizard for more information.

In this topic: This topic includes the Role Wizard steps:

• Specify Role Name

• Authority

• Users

• Review Role

Specify Role Name

Purpose: Use this first step in the Role Wizard to specify the name of the role and indicate whether it applies to retailer, store associate, or vendor users.

How to display:

• creating a role: click New at the Roles screen

• changing a role:

• click the edit icon () next to a role at the Roles screen, or

• click Edit at the Browse Role window

Fields at this screen

Field	Description
Role Name	The name of a role. Role names can be 1 to 40 positions in length and must be unique in Order Broker. The name can include special characters and spaces.
Role Type	Role types are: • Retailer: Controls access to Order Broker screens and functions when assigned to a retailer user profile • Store Associate: Controls access to Store Connect screens and functions when assigned to a store associate user profile (available if Use Store Connect is selected at the Tenant - Admin screen) • Vendor: Controls access to Vendor Portal screens when assigned to a vendor user profile (available if Use Vendor Portal is selected at the Tenant - Admin screen)

Field

Description

Role Name

The name of a role. Role names can be 1 to 40 positions in length and must be unique in Order Broker. The name can include special characters and spaces.

Role Type

Role types are:

• Retailer: Controls access to Order Broker screens and functions when assigned to a retailer user profile

• Store Associate: Controls access to Store Connect screens and functions when assigned to a store associate user profile (available if Use Store Connect is selected at the Tenant - Admin screen)

• Vendor: Controls access to Vendor Portal screens when assigned to a vendor user profile (available if Use Vendor Portal is selected at the Tenant - Admin screen)

Completing this step:

• Enter or change the Role Name. Names can be 1 to 40 positions long and must be unique in Order Broker. If you entered a name at the Roles screen when creating a role, the name defaults here. The name can include special characters and spaces.

• Specify whether the role applies to retailers, store associates, or vendors by selecting a Role Type.

Note: Selecting the Role Type is available only when you are creating a role.

Click Next to continue to the Authority step, or click Cancel to exit the Role Wizard without saving your entries.

Authority

Purpose: Use this second step in the Role Wizard to specify the authority available to users assigned to the role.

Adding a secured feature to a role:

• In the Eligible User Authority window, select the secured feature to assign to the role. See the Fields at this screen, below, for a listing of each feature and the authority it controls.

• Drag the secured feature to the Allowed User Authority window.

Removing an existing secured feature from a role:

• In the Allowed User Authority window, select the secured feature to remove to the role.

• Drag the secured feature to the Eligible User Authority window.

Completing this step: Click:

• Next to continue to the Users step.

• Previous to return to the Specify Role Name step.

• Cancel to exit the Role Wizard and discard your entries or changes.

Note: All secured features for the Routing Engine, Store Connect module, and the Supplier Direct Fulfillment module are available for assignment, regardless of the modules specified at the Tenant - Admin screen.

Fields at this screen

Type of Secured Feature	Feature Description	Controls Access To Screen or Window and Subsequent Screens and Windows:
Eligible or Allowed User Authority: Retailer Roles Note: Certain features listed below are available only with the Supplier Direct Fulfillment or Store Connect modules. See the individual screens and windows for more information.
Inquiry	Invoice Inquiry	Invoice Inquiry
	Invoice Maintenance	Approve Invoice and Reject Invoice Note: Authority to Invoice Inquiry is also required for a user to advance to the Invoice screen via the Invoice Inquiry screen.
	Order Inquiry	Order Inquiry
	Order Maintenance	Order: ability to edit Edit Order Item: if not authorized, advance instead to Browse Order Item Note: Authority to Order Inquiry is also required for a user to advance to the Order screen via the Order Inquiry screen.
	Purchase Order Inquiry	Purchase Order Inquiry
Locations	Attribute Definitions	Attribute Definitions Note: This authority is not required to advance to the Product Attributes or the Location Attributes screen. These screens are available to users with Products or Locations authority.
	Brands	Brands
	Fulfillment Zones	Fulfillment Zones
	Location Bulk Updates	Location Bulk Updates
	Location Types	Location Types
	Locations	Locations
	Order Broker Preference Overrides	Order Broker Preference Overrides
	Organizations and Preferences	Organizations and Preferences, including the Drop Ship Preferences screen
	Vendors	Vendors
Products	Probable Quantity Location	Probable Quantity Location
	Probable Quantity Rules	Probable Quantity Rules
	Probability Location	Probability Location
	Probability Rules	Probability Rules
	Products	Products
Reports	Run Reports	Run Reports
	Schedule Reports	Schedule Reports
	View Reports	View Reports
Systems	Boxes	Boxes
	Carriers	Carriers
	Domains	Domains
	Event Logging	Event Logging
	Incremental Imports History	Incremental Imports History
	Proximity Uploads	Proximity Uploads
	Reason Codes	Reason Codes
	Reschedule All	The Reschedule All option at the View Active Schedules screen
	Roles	Roles
	Schedule Imports	Not used
	Schedule Jobs	Schedule Jobs
	Store Associate User Profiles	Store Associate User Profiles
	Systems	Systems
	Tenant	Tenant - Admin
	User Profiles	User Profiles
	Vendor User Profiles	Vendor User Profiles
	View Active Schedules	View Active Schedules and View Sales Order Data Extract Job History
	Web Service Authorization	Web Service Authorization
Eligible or Allowed User Authority: Vendor Roles Available if Use Vendor Portal is selected at the Tenant - Admin screen for the screens and windows listed below to be available.
Vendor Portal	Invoice Creation	Invoice Creation Invoice # field at Purchase Order Shipping screen Invoice Upload
	Purchase Order Changes	Purchase Order Change Requests
	Invoice Inquiry	Invoice Inquiry
	Invoice Maintenance	Invoice: ability to edit Edit Invoice Detail: if not authorized, advance instead to Browse Invoice Detail
	Invoice Upload	Invoice Upload
	Preferences	Vendor Configuration
	Get Purchase Orders	Get Purchase Orders Note: This screen is not currently implemented.
	Integrated Shipping	Integrated Shipping
	Purchase Order Inquiry	Purchase Order Inquiry
	Purchase Order Maintenance	Purchase Order Maintenance
	Purchase Order Shipping	Purchase Order Shipping
	Purchase Order Shipping Upload	Purchase Order Shipping Upload
	Select Purchase Orders	Select Purchase Orders
	View Printed Pack Slips	View Printed Pack Slips
	Void / Reprint Pack Slip	Void / Reprint Pack Slip
Eligible or Allowed User Authority: Store Associate Roles Used only for access to Store Connect.
Store Portal	Store Connect	All screens and options except those described below.
	Approve Close in Receiving	Controls the ability at the Receive Order Detail screen to close lines that are not received.
	Edit Ship To Address	Edit Shipping Address window from the View Order Detail, Pick Order Detail, Pick Order Detail - Item, Ship Order Detail, and Ship Order Detail - Integrated screens. Controls the ability to update the shipping address on a delivery order.
	Receive Without Reviewing Items	Controls the ability at the View All Open Orders screen and View Orders Ready To Receive screen to receive an order without advancing to the View Order Detail screen to review the items.
	Reject Approval	Select Reject Reason window.

Users

Purpose: Use this step to assign the role to existing users.

How to display: You advance to this step by clicking Next at the Authority step.

Which users are displayed? If the Role Type is:

• Retailer: All retailer user profiles are displayed in the Eligible Users area unless they are already assigned to the role.

• Store Associate: All store associate user profiles are displayed in the Eligible Users area unless they are already assigned to the role (available if Use Store Connect is selected at the Tenant - Admin screen).

• Vendor: All vendor user profiles are displayed in the Eligible Users area unless they are already assigned to the role (available if Use Vendor Portal is selected at the Tenant - Admin screen)

Assigning existing users to the role: Highlight a user name in the Eligible Users area and drag the name to the Allowed Users area.

Removing the role from existing users: Highlight a user name in the Allowed Users area drag it to the Eligible Users area.

Alternate method to assign roles:

• Retailer users: Use the Authority tab of the User Profile Configuration screen.

• Store associate users: Assign authority at the New Store Associate User Profile screen, or use the Authority tab of the Edit Store Associate User Profile screen (available if Use Store Connect is selected at the Tenant - Admin screen).

• Vendor users: Use the Authority tab of the Vendor User Profile screen (available if Use Vendor Portal is selected at the Tenant - Admin screen).

Alternate way to display a user’s assigned roles:

• Retailer users: Highlight a user at the User Profiles screen to open the Browse User Profile window.

• Store associate users: Highlight a store associate user at the Store Associate User Profiles screen to open the Browse Store Associate User Profile window (available if Use Store Connect is selected at the Tenant - Admin screen).

• Vendor users: Highlight a vendor user at the Vendor User Profiles screen to open the Browse Vendor User Profile window (available if Use Vendor Portal is selected at the Tenant - Admin screen).

Completing this step: Click:

• Next to continue to the Review Role step.

• Previous to return to the Authority step.

• Cancel to exit the Role Wizard and discard your entries or changes.

Review Role

Purpose: Use this step to review a role you have created or changed, including user assignment, and to accept or reject your entries or changes.

How to display: You advance to this step by clicking Next at the Users step.

This step displays the role you have created or changed using the role. See the Authority step for information on specifying the menu option authority available to the role, and see the Users step for information on assigning users to the role.

Completing this step: Click Save to accept your changes and save the role, or click Cancel to reject all changes to the role and return to the Roles screen. If you click Cancel while creating a new role, the role is not saved.

Optionally, click Previous to return to the Users step.

When does the role authority become available to the user? The role authority is available to the user the next time the user logs into Order Broker (retailer user), Store Connect (store associate user), or the Vendor Portal (vendor user).

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