Default User Roles and Permissions

Radial Order Management

Radial Order Management (ROM) comes pre-loaded with six default roles. The standard permissions associated with each of those roles are listed in the following table. These standard roles can be used as-is or modified based on the level of access your users require within your organization. New roles can also be added if needed.

For questions on modifying these configuration, please contact your Radial project team.

Permission	Store Associate	Store Manager	Inventory Manager	Sourcing Manager	Customer Service	Client Admin
Store Processes
View Fulfillment Dashboard		•				•
Pick Orders	•	•				•
View/Edit Pick Tickets	•	•				•
Reassign Pick Tickets		•				•
Bulk Pick Decline		•				•
Mark STS Ship-to Store. Orders as Checked-in	•	•				•
Pack SFS Ship-from Store. Orders	•	•				•
Bulk Pack Decline		•				•
Mark ISPU In-Store Pickup. Orders as Picked up	•	•				•
Fulfill Associate Delivery A fulfillment process in which retail store associate delivers orders to shoppers. Orders	•	•				•
Reprint Documents	•	•				•
Add/Edit/Delete/Publish Print Docs						•
View/Process Order Returns	•	•			•	•
View Store Messages	•	•				•
Add/Edit/Delete Store Messages		•				•
User Management
View Users	•	•				•
Add/Edit/Delete Users						•
View Roles		•				•
Add/Edit/Delete Roles						•
View/Edit Personal Profile	•	•	•	•	•	•
Orders
View Orders & Fulfillment Orders	•	•	•	•	•	•
Add/Edit Orders		•				•
Add/ Edit Zero Cost Orders					• **restricted
View Order Events		•			•	•
View/Action Order Exceptions						•
View/Edit Reason Codes						•
Inventory Management
View Availability	•	•	•	•	•	•
View Inventory	•	•	•	•	•	•
Add/Adjust Inventory		•	•			•
View Inventory Audits		•	•	•		•
View Items		•	•	•		•
Add/Edit Items						•
View/Edit Putaway Items	•	•				•
View/Edit ATP The quantity of inventory that can be used to fulfill orders on or before a specific date. Also called Available to Promise. Rules						•
View/Edit Fulfillment Node A fulfillment location; that is, a DC, store, or dropship vendor. Also called Inventory Node. Items			•	•		•
View/Edit 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			•			•
View Omnichannel Fulfillment Dashboard		•	•	•		•
Order Sourcing
View/Edit Core Rules				•		•
View/Edit Seller Rules A set of fulfillment constraints), fulfillment optimizations, sourcing restrictions), and node prioritization rules.				•		•
View/Edit Shipping Distance Groups				•		•
View/Edit Shipping Regions				•		•
View/Edit Shipping Region A collection of ZIP Codes, countries, or states/provinces Groups				•		•
View/Edit Shipping Zone Groups				•		•
View/Edit Fulfillment Node A fulfillment location. Can be a distribution center, dropshipper, or retail store. Groups			•	•		•
View/Edit Order Queues						•
View/Edit Node Calendars			•	•		•
Organization A business entity that... Management
View/Edit Sellers						•
View/Edit Inventory Organizations						•
Lookup Fulfillment Nodes	•	•	•	•	•	•
View/Edit Fulfillment Nodes			•	•		•
Release Notes		•	•	•		•

**restricted: The Zero Cost Order permission should be assigned to a restricted number of customer service representatives due to the nature of this feature. Best Practice is to create a separate Customer Service Supervisor role that has the Zero Cost Order permission in addition to the standard Customer Service permissions.

Radial Order Management Lite

Radial Order Management (ROM) Lite comes pre-loaded with two default roles. The standard permissions associated with each of those roles are listed in the following table. These standard roles can be used as-is or modified based on the level of access your users require within your organization. New roles can also be added if needed.

For questions on modifying these configurations, please contact your Radial project team.

Permission	Inventory & Sourcing Manager	Inventory Manager
User Management
View Users	•	•
Add/Edit/Delete Users	•	•
View Roles	•	•
Add/Edit/Delete Roles	•	•
View/Edit Personal Profile	•	•
Orders
View Orders & Fulfillment Orders	•	•
View Order Events	•	•
Inventory Management
View Availability	•	•
View Inventory	•	•
Add/Adjust Inventory	•	•
View Inventory Audits	•	•
View Items	•	•
Add/Edit Items	•	•
View/Edit ATP Rules	•	•
View/Edit Fulfillment Node Items	•	•
View/Edit Safety Stock Rules	•	•
View Omnichannel Fulfillment Dashboard	•	•
Lookup Node Calendars	•	•
Order Sourcing
View/Edit Core Rules	•
View/Edit Seller A seller is part of an organization. It can represent a sales channel, geographic region, or line of business. Organizations can have more than one seller, but a seller can have only one organization. Rules	•
View/Edit Shipping Distance Groups	•
View/Edit Shipping Regions	•
View/Edit Shipping Region Groups	•
View/Edit Shipping Zone Groups	•
View/Edit Fulfillment Node Groups	•
View/ Edit Node Calendars	•
Organization Management
View/Edit Sellers	•
View/Edit Inventory Organizations	•	•
Lookup Fulfillment Nodes	•	•
View/Edit Fulfillment Nodes	•
Release Notes	•	•

Radial Order Management - Single Fulfillment Node

Radial Order Management (Single Fulfillment Node) comes pre-loaded with one default role. The standard permissions associated with each of those roles are listed in the following table.

If you have questions about modifying these configurations, contact your Radial project team.

	Administrator	User Management
User Management
View Users		•
Add/Edit/Delete Users		•
View Roles		•
Add/Edit/Delete Roles		•
View/Edit Personal Profile	•
Orders
View Orders & Fulfillment Orders	•
View Order Events	•
Inventory Management
View Availability	•
View Inventory	•
Add/Adjust Inventory	•
View Inventory Audits	•
View Items	•
Add/Edit Items	•
View/Edit Fulfillment Node Items	•
View Omnichannel Fulfillment Dashboard	•
Lookup Fulfillment Nodes	•
View/Edit ATP Rules	•
View/Edit Safety Stock Rules	•
Lookup Node Calendars	•
Organization Management
View/Edit Sellers	•
View/Edit Inventory Organizations	•
Lookup Fulfillment Nodes	•
View/Edit Fulfillment Nodes	•
Release Notes	•

Payments & Fraud

Payments & Fraud comes pre-loaded with five default roles. The standard permissions associated with each of those roles are listed in the following table. These standard roles can be used as-is or modified based on the level of access your users require within your organization. New roles can also be added if needed.

For questions on modifying these configurations, please contact your Radial project team.

Permission	PTF Portal Admin	Radial Account Manager	Client Manager	Client Read Only	Fraud Order Update
Administration	•
Fraud
Read Fraud Dashboard	•	•	•	•	•
Search for Order	•	•	•	•	•
Update Order	•	•			•
Payments
Read Payments Dashboard	•	•	•	•
Search for Transaction	•	•	•	•
Events
Search for Events	•	•	•	•
Retrigger Events	•	•	•
Users
Create, Delete, Update User	•	•	•
Read, Look Up User	•	•	•	•
Client
Create, Update, Delete Client	•	•
Read Client	•	•	•	•
API Test Harness
Create API Test	•	•	•
Provisioning Status
Read Provisioning Status	•	•
Configuration
Create, Update, Delete Webhook Configuration	•	•	•
Read Webhook Configuration	•	•	•	•
Create, Update, Delete, Read Apple Pay Configuration	•	•	•
Read, Update Store Configuration	•	•
Read Environment Configuration	•
Create, Update, Delete, Read Store ID Mapping	•
Users and Roles
Update, Read User Profile	•	•	•	•	•
Read, Look Up Role	•	•	•	•
Create, Update, Delete Role	•