Manage Radial Roles

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 ATP 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 Group	Available Permissions
   ATP Rules	Add, Delete, Edit, View, Lookup
   Availability	View
   Core Rules	Add, Edit, View
   Dashboard	View
   Fulfillment Node A fulfillment location; that is, a DC, store, or dropship vendor. Also called Inventory Node. Groups	Add, Delete, Edit, View, Lookup
   Fulfillment Node A fulfillment location. Can be a distribution center, dropshipper, or retail store. Items	Edit, View
   Fulfillment Nodes	Add, Delete, Edit, View, Lookup, Bulk Update
   Fulfillment Orders	View, Check-in, Customer Pickup, Deliver, Pack, Pick, Bulk Decline Pick, Bulk Decline Pack
   Inventory	Add, View, Adjust, Move
   Inventory Audits	View
   Inventory Organizations	Edit, View
   Items	Add, Edit, View, Lookup
   Node Calendars	Add, Delete, Edit, View, Lookup
   Omnichannel Fulfillment Dashboard	View
   Order Events 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 Exceptions	Edit, Summary, View
   Order Queues	Add, Delete, Edit, View
   Order Returns	Add, View
   Orders	Add, Edit, View, Cancel, Cancel Line Items
   Personal Profile	Edit, View
   Pick Tickets	Edit, View, Reassign
   Print Documents	Add, Delete, Edit, View, Publish
   Putaway Items	Edit, View
   Reason Codes	Add, Delete, Edit, View
   Release Notes	View
   Reprint Documents	View
   Roles	Add, Delete, Edit, View, Lookup
   Safety Stock 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. Rules	Add, Delete, Edit, View
   Seller Rules A set of fulfillment constraints), fulfillment optimizations, sourcing restrictions), and node prioritization rules.	Edit, View
   Sellers	Edit, View
   Ship Method Optimizations	Edit
   Shipping Distance Groups	Add, View, Lookup
   Shipping Region A collection of ZIP Codes, countries, or states/provinces Groups	Add, Delete, Edit, View, Lookup
   Shipping Regions	Add, Delete, Edit, View, Lookup
   Shipping Zone Groups	Add, View, Lookup
   Store Fulfillment Dashboard	View
   Store Messages	Add, Delete, Edit, View
   Users	Add, Delete, Edit, View, Lookup
   Zero Cost Order	Add, Edit

    

   Payments & Fraud Role Permissions
   Functional Group	Available 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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