Initially, Radial Order Management and Radial Payments & Fraud come with a set of standard roles that you can use as is or customize to suit your business. Each role comprises a set of permissions that enable a user to perform various tasks within a Radial application. In Radial Order Management, Administrator roles may have permissions that enable them to define sourcing rules; set up fulfillment nodes, items, and groups; and/or create ATPClosed The quantity of inventory that can be used to fulfill orders on or before a specific date. Also called Available to Promise. rules. A Store Associate role may only have permissions that enable them to review, pick, and pack orders. In Payments & Fraud, a PTF portal user may only have permissions that enable them to view, seach, and and update fraudulent orders.

Permissions also determine what users can do with regard to other users' roles.

  • Users can only edit roles whose permissions are a subset of their own. For example, a Store Manager can edit the Store Associate role, but cannot edit the Client Admin role.
  • Users can only edit the roles of other users whose contexts and permissions are a subset of their own. For example, a Store Manager can edit a Store Associate that belongs to the same store, but not Store Associates at other stores, Regional Managers, or Client Admins.
  • Users cannot edit their own roles, because the only change users could make would be to remove permissions from that role. Moreover, users cannot edit their own contexts or permissions, deactivate, or delete themselves.
  • User can only see the permissions that are assigned to them.

The available permissions for Radial Order Management include:

  • Add
  • Adjust
  • Bulk Decline
  • Bulk Update
  • Check-in
  • Customer Pickup
  • Delete
  • Deliver
  • Edit
  • Lookup
  • Move
  • Pack
  • Pick
  • Publish
  • Reassign
  • View

The available permissions for Payments & Fraud include:

  • Add
  • Edit
  • View
  • Delete
  • Lookup

Not all roles have the same set of permissions.

To manage roles:

  1. Click or tap Role Management tile on the landing page. The Manage Roles screen appears.

  2. From this screen, you can add a new role, or delete or modify existing roles.

Delete a Role

  1. To delete a role, click or tap the icon in the Actions column of the role that you want to delete. The systems prompts you to confirm the deletion.
  2. Click or tap the Confirm button to delete the role ; otherwise, click Cancel.

    If you delete a role, you cannot recover it. You must recreate it.

Modify a Role

Permissions are grouped by functional area. Some permissions depend on other permissions. If you select a permission that depends on other permissions, the system automatically select those other permissions. For example, the Add permission for the Inventory group depends on the View permission for that group. If you select the Add permission for the Inventory group, the system automatically selects the View permission. If you select any role within a group, you automatically select all of the roles within that group.

To modify a role:

  1. Click or tap the icon in the Actions column of the role that you want to modify. The Edit Role screen appears. This screen lists all of the available actions that a user can access.

    This screen shot shows only a portion of the available role details for ROM.

  2. Update the role details that you need to modify.
  3. Click or tap the Save button.

Add a Role

When you add a new role, you specify a Role Name and then define permissions for each functional area that the role must access. Depending on the selected permissions, a user may have access to specific functions within a functional area. For example, a user may have permissions to view Core Rules, but not to add or edit core rules.

To create a role:

  1. Click or tap the Add button in the Action Bar. The Add Role screen for ROM appears.

    This screenshot shows only a portion of the available role details.

  2. Enter a name for the new role.
  3. Specify the role permissions for the functional groups, shown in the following tables.
    ROM Role Permissions
    Functional GroupAvailable Permissions
    ATP RulesAdd, Delete, Edit, View, Lookup
    AvailabilityView
    Core RulesAdd, Edit, View
    DashboardView
    Fulfillment NodeClosed A fulfillment location; that is, a DC, store, or dropship vendor. Also called Inventory Node. GroupsAdd, Delete, Edit, View, Lookup
    Fulfillment NodeClosed A fulfillment location. Can be a distribution center, dropshipper, or retail store. ItemsEdit, View
    Fulfillment NodesAdd, Delete, Edit, View, Lookup, Bulk Update
    Fulfillment OrdersView, Check-in, Customer Pickup, Deliver, Pack, Pick, Bulk Decline Pick, Bulk Decline Pack
    InventoryAdd, View, Adjust, Move
    Inventory AuditsView
    Inventory OrganizationsEdit, View
    ItemsAdd, Edit, View, Lookup
    Node CalendarsAdd, Delete, Edit, View, Lookup
    Omnichannel Fulfillment DashboardView
    Order EventsClosed The important milestones in the life cycle of an order (such as a new Order Accepted, Backordered, Shipped, and so on) that trigger event messages. Systems inside and outside Radial Order Management can subscribe to these messages.View
    Order ExceptionsEdit, Summary, View
    Order QueuesAdd, Delete, Edit, View
    Order ReturnsAdd, View
    OrdersAdd, Edit, View, Cancel, Cancel Line Items
    Personal ProfileEdit, View
    Pick TicketsEdit, View, Reassign
    Print DocumentsAdd, Delete, Edit, View, Publish
    Putaway ItemsEdit, View
    Reason CodesAdd, Delete, Edit, View
    Release NotesView
    Reprint DocumentsView
    RolesAdd, Delete, Edit, View, Lookup
    Safety StockClosed An additional quantity of an item held in the inventory to reduce the risk that the item will be out of stock. In the context of omni fulfillment, safety stock ensures that not all retail inventory is promised online. RulesAdd, Delete, Edit, View
    Seller RulesClosed A set of fulfillment constraints), fulfillment optimizations, sourcing restrictions), and node prioritization rules.Edit, View
    SellersEdit, View
    Ship Method OptimizationsEdit
    Shipping Distance GroupsAdd, View, Lookup
    Shipping RegionClosed A collection of ZIP Codes, countries, or states/provinces GroupsAdd, Delete, Edit, View, Lookup
    Shipping RegionsAdd, Delete, Edit, View, Lookup
    Shipping Zone GroupsAdd, View, Lookup
    Store Fulfillment DashboardView
    Store MessagesAdd, Delete, Edit, View
    UsersAdd, Delete, Edit, View, Lookup
    Zero Cost OrderAdd, Edit

     

    Payments & Fraud Role Permissions
    Functional GroupAvailable Permissions

    Api Test

    Add

    Apple Pay

    Add, Delete, Edit, View

    Client

    View

    Event

    Edit, View

    Fraud

    Edit, View

    Payment

    View

    Personal Profile

    Edit, View

    Roles

    View, Lookup

    Users

    Add, Delete, Edit, View, Lookup

    Webhook

    Add, Delete, Edit, View

  4. When you finish adding the details of the new role, click or tap the Save button.

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