Add Role
To add a role simply press the Create button. Provide and name and description for the role to continue. Now, choose the individual permissions that will be granted to the role. Once you have entered the information click Save. The record will be saved and shown in the listing.
Below is a listing of each individual permission to assist you in new role creation:
Permission | Area | Name | Description |
|---|---|---|---|
| SYS01 | System | System Administrator | When granted the user will have complete access regardless of any other permissions granted or denied. |
| SYS02 | System | System Backend Access | System Backend Access - When system backend access is granted that means that the user will be allowed to login to the System environment. If no other environments are granted (from within the user record) then the user will receive an error if they attempt to login to an environment other than System. Please note that without either SYS01 or SYS02 granted the user will not be able to login to the System environment. |
| SYS03 | Management Console | Environment Backend Access | This permission is required to login to any environment other than System for which the user has permissions. Without this permission the user cannot login to an environment even if the environment is assigned on the user record. |
| SYS04 | System | Manage Environments | This permission gives the user the ability to manage environments that are available within Management Console. Activities may include adding a new environment, editing an existing environment, or deleting an environment. |
| SYS05 | System | Manage users | This permission allows the user to manage all users for Management Console. User information available at the system level includes general settings, environments assigned to the user, and assigning roles to the user. |
| SYS06 | System | Manage Roles and Security Settings | This permission allows the user to manage roles and configure security settings within the Management Console. Predefined roles may be edited, or new roles added. Permissions are assigned to specific roles and roles are assigned to users. Security Settings include authentication mode, password interval, and account lockout configuration. |
| SYS07 | System | Configure Email Server | This permission allows the user to manage email server settings such as user, password, server name and port. |
| SYS08 | System | Manage JDE Session Cache | Each environment contains data which is maintained in cache to avoid unnecessary request to both the database and/or the Oracle-JD Edwards middleware. SYS08 grants the user the ability to manage JDE Session Cache. |
| SYS09 | System | Manage Business Data Cache | Business data cache can include information such as data dictionary values, processing option values, etc. This permission allows the user to refresh this cache. |
| SYS10 | System | Manage System Messages | The system messages repository is where all messages that maybe displayed to a user or end-user are stored. This permission enables the addition, editing or deletion of system messages. |
| SYS11 | System | Manage Scheduler Jobs | Scheduler jobs are added and maintained to accommodate a need for a process to happen on a routine or scheduled basis. For example, you can create a scheduler job to publish the catalog on a weekly or monthly basis. Users with the SYS11 permission will have access to add, modify, or delete jobs which belong to Environments which they have access to. |
| SCMC01 | Management Console | Manage Business Data Cache | User can refresh cache. |
| SCMC02 | Management Console | Configure Base Configuration | User can select languages and choose a default language. |
| SCMC03 | Management Console | Manage Stores | User can add, edit, or delete Web, POS and Epayments Stores. |
| SCMC04 | Management Console | Manage Users | Users created in the System environment will still need to be assigned specific Stores. With this permission the user will be able to assign users to roles as well as lock/unlock accounts, change password, etc. |
| SCMC05 | Business | Configure Inventory Settings | User can manage settings that include cross reference types and stocking type restrictions, etc. |
| SCMC06 | Business | Manage Branch Plants | User can add or remove branch plants associated to the Store. |
| SCMC07 | Business | Manage Units of Measure | User can add or remove Units of Measure for the Store. |
| SCMC08 | Business | Configure Sales Settings | User can define stocking type restrictions and P4210 versions to be used per Store. |
| SCMC09 | Business | Configure Payment Settings | User can define accepted payment types and credit card types. |
| SCMC10 | Business | Configure Quote Settings | User can manage quote entry and acceptance settings. |
| SCMC12 | Business | Manage Currencies | User can setup acceptable denominations per currency for the Store. |
| SCMC13 | Business | Configure Shipping Settings | User can define On Account and Will Call options. |
| SCMC14 | Business | Manage Carriers | User can add or remove acceptable carriers for the Store. |
| SCMC15 | Business | Configure Profile Settings | User can configure the allowed countries and default tax area per Store. |
| SCMC16 | Business | Configure Profile Default Data Settings | User can assign Individual and Company default data to be used when a new customer registers on website. |
| SCMC17 | Business | Configure Accounts Receivable Settings | User can configure Invoice Search and Invoice Payment options. |
| SCMC18 | Business | Manage How You Heard Channels | User can add, remove or edit How You Heard Channels. |
| SCMC19 | Web Store | Configure Ecommerce Settings | User will manage Ecommerce settings which include guest user settings. |
| SCMC20 | Web Store | Configure Registration Settings | User will manage registration settings such as Lookup functionality and default policies. |
| SCMC21 | Web Store | Configure Ecommerce Shopping Settings | User will manage shopping settings which include UOM behavior, abandoned cart settings, and various catalog display settings. |
| SCMC25 | Web Store | Configure Ecommerce Default Privileges | User can manage which permissions are granted/denied when a new Individual/Company account is added. |
| SCMC26 | Web Store | Manage Web Accounts | User can manage web accounts that are used to access website. |
| SCMC29 | POS | Configure Retail POS Settings | User will manage POS settings which include item search criteria and wildcard use. |
| SCMC30 | POS | Configure Retail POS Registration Settings | User will manage settings which include lookup status and creation steps. |
| SCMC31 | POS | Manage Registers | User will add, edit or delete registers and the cash drawers associated to them. |
| SCMC32 | POS | Manage Fast Items | User will add, edit or delete fast item buttons. |
| SCMC33 | POS | Manage License Status | User will be able to view license usage and release licenses. |
| SCMC34 | Business | Configure Pending Documents Settings | User can setup email notification information for failed orders. |
| SCMC35 | Business | Pending Documents Process | User can process failed orders. |
| SCMC36 | Management Console | Manage Scheduler Jobs | User can add, reschedule or delete jobs that belong to Stores they have access to. |
| SCMC37 | Management Console | Configure Email Settings | Configure Email Settings – User will have access to this menu option where they can define if the Store emails are in test or live mode. |
| SCMC38 | Content | Configure Catalog Settings | User can manage image dimensions. |
| SCMC39 | Content | Manage Catalogs | User can add catalogs, nodes, etc. |
| SCMC40 | Content | Manage Product Content | User can add content such as paragraphs and comments to specific items. |
| SCMC41 | Content | Manage Product Images | User can add, edit or remove images for an item. |
| SCMC51 | Content | Manage Announcements | User can add, edit or delete Announcements. |
| SCMC45 | Business | Manage Marketing Codes | User can add, edit or remove Marketing Codes per Store. |
| SCMC46 | Business | Manage Line of Business | User can add, edit or remove Lines of Business. |
| SCMC47 | Business | Manage Email Templates | User can edit existing email templates. |
| SCMC48 | Business | Manage P4210 Advanced Rules | User can add, edit or delete advanced P4210 rules. |
| SCMC49 | Business | Configure Credit order Settings | User can configure credit order settings such as document type restrictions and pay instruments for returns. |
| SCMC52 | Business | Manage Product Branch Plant Overrides | User can add, delete or import Product Branch Plant Overrides. |
| SCMC53 | Management Console | Manage API Authorization Tokens | User may add, edit or delete API authorization tokens. |
| SCMC54 | POS | Configure Retail POS P4210 Adv Settings | User can add, edit or delete advanced P4210 rules. |
| SCMC55 | Management Console | Manage Offline | Future Use |
| SCMC56 | Management Console | Manage Offline Order Synchronization | Future Use |
| SCMC57 | Business | Manage Email Logs | User can search and review email logs. |
| SCMC58 | Management Console | Data Migration | User will have access to tool that migrates catalogs from older versions. |
| SCMC59 | Business | Configure Extended Settings | User can add/edit branch plant override information. |
| PO001 | POS Users | Open/Close Register | When granted, this permission allows the POS user to open and close the register. When a POS user starts a new session the register must be opened. Please note that the POS cannot start new sessions if the register is not open by a user with this permission. |
| PO002 | POS Users | Add New Customer | When granted, this permission allows the POS user to add a new customer. |
| PO003 | POS Users | Allow Shipment of Orders | When granted, this permission allows the user to make shipments for orders. With this permission during order entry the Ship Order button will be available. Once the Ship Order button is pressed the user will select the Branch Plant for the order and then the POS will calculate the freight amount. |
| PO004 | POS Users | Allow Sync Offline Objects | Future Use |
| PO005 | POS Users | Allow Sync Offline Reg | Future Use |
| PO006 | POS Users | Allow Percentage Discount | When granted, this permission allows the user to apply a percentage discount to an order. If the user has permission they can select the Percentage (%) option and enter the value to be applied to the order. |
| PO007 | POS Users | Allow Fixed Amount Discount | When granted, this permission allows the user to enter a fixed amount discount for the order. If the user has permission they can select the Fixed Dollar Amount ($) option and enter value. |
| PO008 | POS Users | Allow Marketing Code Discount | When granted, this permission allows user to enter a marketing code discount. If the user has permission they can select the Marketing Promotion option, the POS will display the marketing codes available, and the user can select the marketing code to apply. |
| PO009 | POS Users | Sales Order History Search and Revision | When granted, this permission allows the POS user the ability to click on the Orders menu option. This menu option allows the user to search for and review existing orders. |
| PO010 | POS Users | OnACT Pay No Credit Amt | When granted, this permission allows the POS user to use the payment method On Account to pay for the product they are purchasing as long as the customer has sufficient credit available. Availability of this payment method will also depend on Management Console settings for payment instruments. |
| PO011 | POS Users | Display Stat Information | When granted, this permission allows the user to display statistical information collected for the customer. Examples include amount due, credit Limit, and open orders. |
| PO012 | POS Users | Freight Charge Override | When granted, this permission allows the user to enter a freight charge override. |
| PO013 | POS Users | Modify Customer | When granted, this permission allows the user to modify information on the customer record. |
| PO014 | POS Users | Shipping Method Change | When granted, this permission allows the user to modify the shipping method for an order. When the Change Freight Method button is pressed the user will be presented the valid shipping options available to choose from. |
| PO015 | POS Users | Product Price Override | When granted, this permission allows the user to override the item price. To override a price the user simply clicks into the unit price field and updates it as needed. The new price will be display in the item tab and in the cart. |
| PO016 | POS Users | Allow Tax Override | When granted, this permission allows the user to enter a tax area override. Typically, the tax area is derived via Vertex or information in the ship to customer for the order. However, if the user has permission and wishes to override it they simply need to click into the Tax Area field and select a new code. |
| PO017 | POS Users | View Customer Information | When granted, this permission allows the user to view customer information. |
| PO018 | POS Users | Select Products All Branches | When granted, this permission allows the user to select items in all branches. The PO017 permission gives the user permission to view inventory in all branches, but this permission enables them to select it and add to cart. |
| PO019 | POS Users | Open Drawer Device | When granted, this permission allows the user to open a closed POS drawer. To open a drawer the user simply selects the drawer and presses the Open Drawer button. The user will then have the opportunity to enter beginning balances by payment type. |
| PO020 | POS Users | Allow Quote Order Entry | When granted, this permission allows the user to enter quote requests. To enter a quote the POS user will click on the Quote button. Then the POS user will press the Request Quote button. At this point the POS will check permissions. |
| PO021 | POS Users | Allow Quote Conversion | When granted, this permission allows the user to convert a quote into a sales order. To convert a quote the user will click on the Quote button. The POS will show a Quote Access Selection window. The POS user will press the Quote Acceptance button. At this point the POS will check permissions. |
| PO022 | POS Users | Bypass Quote Accept Level | When granted, this permission allows user to bypass the quote acceptance level setting in Management Console and continue with acceptance at detail level. |
| PO023 | POS Users | Allow Pay Invoices | When granted, this permission allows the user to pay open invoices for a customer. To pay an invoice the user will click on the Pay Invoices button. The POS shows a Pay Invoices Search window. The user will select the Invoice(s) to be paid. At this point the POS will check permissions. |
| PO024 | POS Users | Allow Modify CC Payment | When granted, this permission allows the user to modify credit card payment. During the sales process the POS user could make a mistake in the payment operation and in this case needs the ability to change the payment. The POS has the possibility to change the payments and controls this operation through this permission. Modifications to a credit card CREDIT payment may only be completed (by pressing the Payment button) before the order is placed. |
| PO025 | POS Users | Allow On Cust Account Ship | When granted, this permission allows the POS user to ship an order using the customer’s own shipper account. During the sales process the customer might request that their order is shipped to them using their own UPS, Fedex, etc shipping account number. When this permission is on the POS user will be able to accommodate the customer by pressing the On Account button on the Shipping tab |
| PO026 | POS Users | Allow Cash In/Out Transact | When granted, this permission allows the user to perform cash in/out transactions. A cash in transaction adds cash to the drawer while a cash out transaction removes cash from the drawer. First, the user will press the Cash In/Out button from the Drawers screen for the drawer they wish to work with. Next, the user will be presented with a screen where they can select either In or Out. For each currency in the drawer the user can enter the amount they are adding or removing. |
| PO027 | POS Users | Allow Order/Products Returns | When granted, this permission allows the POS user the ability to return items that were previously sold to the customer. |
| PO028 | POS Users | Allow Return of Product Not Related to Original Order | When granted, this permission allows the POS user the ability to return items that are not related to a previous order. |
| PO030 | POS Users | Allow Return of Product After the Stated Time Frame | When granted, this permission allows the POS user the ability to accept returns past the day limit set in the Management Console. |
| PO031 | POS Users | Bypass Single Use Marketing Code | When granted, this permission allows the POS user the ability to use a single use marketing code more than once even if it has been previously used. |
| PO032 | POS Users | Allow Modify Return Lines Related to Original Order | When granted, this permission allows the POS user the ability to modify original order line information during the return process. |
| PO033 | POS Users | Bypass Partial Payments | When granted, this permission allows the POS user the ability to enter partial payments even when the Management Console for the Installation ID is set to not allow partial payments. |
| PO034 | POS Users | Bypass Avatax Error Code | When granted, this permission allows the POS user the ability to place order an order that has an Avatax error code. |
| PO035 | POS Users | Allow Returns Unlimited Amount | When granted, this permission allows returns in any amount regardless of the original order amount. |
| PO036 | POS Users | View Customer Credit Card on File Information | When granted, this permission allows the user to view credit card on file information for the customer. |
| PO037 | POS Users | Allow Maintenance of Credit Card on File Information | When granted, this permission allows the user to edit/maintain credit card on file information for the customer. |
| PO038 | POS Users | Allow To Pay with Customer Credit Card on File | When granted, this permission allows the user to pay/utilize credit card on file information for the customer. |
