Roles

Purpose: Use the Roles screen to work with user roles that control:

• a retailer user’s access to screens and actions in Order Broker
• a vendor user’s access to screens in the Vendor Portal (available if Use Vendor Portal is selected at the Tenant 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.

Note:

The ability of a retailer user to generate specific reports is not controlled by role. For example, if a retailer user has authority to generate reports, but does not have authority to drop ship options, the user can still generate drop ship reports.

How to display this screen: Select Roles from the Systems Menu. The landing page does not have a shortcut to this screen.

Note:

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

Options at this screen

Option	Procedure
create a new role	Optionally, select a Role Type and enter a Role Name. If you do not complete these fields here, you can complete them in the Role Wizard. Click New to advance to the Role Wizard. See the Role Wizard for complete instructions.
search for a role	Use any combination of the fields at the top of the screen and click Search to restrict the search results to matching roles: Optionally, select a from the Role Type drop-down box to restrict your results to roles of that type. Note: You can leave the Role Type blank to remove this field from your selection criteria. Optionally, enter a full or partial Role Name to restrict your results to roles that contain your entry. Click Search. Case: The Role Name is case-sensitive for searching; for example, an entry of vend does not match a role name of Vendor Admin.
select a role for review	Click the role to open the Browse Role window. This window displays the authority provided by the role, and any assigned users.
select a role for maintenance	Click the edit icon () to advance to the Role Wizard, where you can review or update the role.
delete a role	Select the delete icon () next to a role to delete the role from Order Broker. Note: You can delete a role even if it is assigned to one or more users. When you delete a role, the role is removed from any assigned users.

Fields at this screen

Field	Description
Search/new fields:
Role Type	Role types are: Retailer: Controls access to Order Broker screens and functions when assigned to a retailer user profile Vendor: Controls access to Vendor Portal screens when assigned to a vendor user profile (available if Use Vendor Portal is selected at the Tenant screen)
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. To search for a role, enter a full or partial role name and click Search to display roles that start with or match your entry. Case-sensitive for searching; for example, an entry of vend does not match a role name of Vendor Admin.
Results fields:
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 Vendor: Controls access to Vendor Portal screens when assigned to a vendor user profile (available if Use Vendor Portal is selected at the Tenant screen)
Edit	Select the edit icon () next to a role to advance to the Role Wizard.
Delete	Select the delete icon () next to a role to delete the role from Order Broker. This option is available even if the role is assigned to one or more users. When you delete a role, the role is removed from any assigned users.

Delivered roles

Delivered retailer user roles: The following retailer roles are delivered with Order Broker:

• System Administration: Includes authority to all available menu options.
• System Configuration: Includes authority to:
  • Orders (Inquiry): All authority included.
  • Products: All authority included.
  • Locations: All authority included.
  • Reports: All authority included.
  • Authority to Systems options is not included.

• Order Maintenance: Includes authority to the Orders menu, including the ability to update an order. Also, includes authority to run and view all reports.
• Order Inquiry: Includes authority to the Orders menu, but without the ability to update an order. Also, includes authority to run and view all reports.
• Drop Ship Coordinator: Includes authority to:
  • Orders: Purchase Order Inquiry, Invoice Inquiry, and Invoice Maintenance.
  • Products: Products. Additional Products authority (Probable Quantity Location, Probable Quantity Rules, Probability Location, and Probability Rules) is not delivered.
  • Locations: Organizations and Preferences > Organizations and Preferences, Brands, and Vendors.
  • Reports: Run, View, and Schedule Reports.
  • Systems: Vendor User Profiles, Boxes, and Carriers.

Delivered vendor user role: The Vendor Admin user role includes all possible authority to the screens in the Vendor Portal. Delivered with Order Broker.