Permissions
Each person in Omni has one or more roles. A role is a set of permissions, and a permission is a single capability in one area, such as sending a quote or adding a supply point. Administrators create and edit roles on the Roles page and assign them on a person’s page.
How permissions show up on screen
Section titled “How permissions show up on screen”- Sidebar. Omni only shows the sidebar items you can open. If none of the items in a group are available to you, the whole group is hidden. Dashboard always shows, but each of its cards appears only when you can open the records it summarizes.
- Pages. Opening a page you lack the permission for shows Access denied with the text “You don’t have permission to view this page.” and a Back to dashboard link.
- Buttons. Actions you cannot take are hidden, not greyed out. If a how-to mentions a button you do not see, you need the permission listed on that page.
- Server checks. If the server refuses an action, Omni shows “You don’t have permission to do that.”
Projects and Sites
Section titled “Projects and Sites”| Permission | Lets you |
|---|---|
| Companies: Read | Open Companies and view a company. Also needed to see company links on people and to pick a company for a person. |
| Companies: Create | Use Add Company. |
| Companies: Update | Edit a company, including setting its status to Active or Inactive. |
| Companies: Delete | Use Delete Company inside the edit dialog. |
| Projects: Read | Open Projects and view a project. |
| Projects: Create | Use Add Project. |
| Projects: Delete | Use Delete Project. |
| Projects: Update | Reserved. Omni does not check it yet: anyone who can view projects can edit them and assign supply points. |
| Jobsites: Read | Open Jobsites and view a jobsite. Also needed to follow the jobsite link on a supply point. |
| Jobsites: Create | Use Add Jobsite. |
| Jobsites: Update | Edit a jobsite and assign or unassign its supply points. |
| Jobsites: Delete | Use Delete Jobsite. |
| Supply Points: Read | Open Supply Points and view a supply point. |
| Supply Points: Create | Use Add Supply Point. |
| Supply Points: Update | Edit a supply point. |
| Supply Points: Delete | Use Delete Supply Point. |
| Hardware: Read | Open Hardware and view a unit. |
| Hardware: Create | Use Add Hardware. |
| Hardware: Update | Edit a unit. |
| Hardware: Delete | Use Delete Hardware inside the edit dialog. |
| Hardware: Assign | Assign, replace and unassign hardware on a supply point’s Hardware tab. |
The People tab on a company also needs Users: Read, and Add Person there needs Users: Create.
Commerce
Section titled “Commerce”| Permission | Lets you |
|---|---|
| Product Catalog: Read | Open Product Catalog. Also needed, together with the create permission, for Add Quote, Create Sales Order, Add More Products and the Dashboard quick actions Add Quote and Add Sales Order. |
| Cart: Read | Open the Cart and see the cart icon. |
| Cart: Create | Add products to the cart from the catalog. |
| Cart: Update | Change quantities and prices in the cart. |
| Cart: Delete | Remove items from the cart. |
| Quotes: Read | Open Quotes and view a quote. Also needed for the cart’s Add to Quote menu and the Quotes card on the Dashboard. |
| Quotes: Create | Use Add Quote, Add to New Quote from the cart, Duplicate and revise and Renew Quote. |
| Quotes: Update | Edit a quote and use Add More Products and Add to Existing Quote. |
| Quotes: Send | Use Send to Customer and Resend. |
| Quotes: Approve | Use Mark Approved and Mark Rejected. |
| Quotes: Convert | Use Convert to Sales Order. |
| Quotes: Payment Terms | Change Payment Terms when editing a quote. |
| Sales Orders: Read | Open Sales Orders and view an order. Also needed for the cart’s Add to Sales Order menu, the Dashboard Sales Activity card, and links to an order from quotes and shipments. |
| Sales Orders: Create | Use Create Sales Order and Add to New Sales Order from the cart. |
| Sales Orders: Update | Edit an order and use every order action: Send to Customer, Resend, Confirm Order, Cancel Order, Close Order, Add More Products and Add to Existing Sales Order. |
| Sales Orders: Payment Terms | Change Payment Terms when editing an order. Without it the field is shown but cannot be changed. |
| Invoices: Read | Open Invoices, view an invoice, and see the Invoices section under Related Records on a sales order. |
| Invoices: Send | Use Send Invoice and Send Again. |
| Invoices: Record Payment | Use Record Payment. |
| Invoices: Void | Use Void Invoice. |
The Related Records panel on a sales order shows fulfillment order links only with Picking Packing: Read and quote links only with Quotes: Read.
Fulfillment
Section titled “Fulfillment”| Permission | Lets you |
|---|---|
| Picking Packing: Read | Open Fulfillment Orders and view an order. Also needed to follow fulfillment order links on sales orders, invoices and shipments. |
| Picking Packing: Update | Use Set Status and Put On Hold, pick items on the Pick Tasks tab, confirm pick and pack, and Edit notes. |
| Shipments: Read | Open Shipments and view a shipment. Also needed for the Shipments tab on a fulfillment order and the Upcoming Shipments card on the Dashboard. |
| Shipments: Create | Use Create Shipment. |
| Shipments: Update | Use the shipment status actions, the fulfillment order row actions, and edit charges and tracking numbers. |
Product Data
Section titled “Product Data”| Permission | Lets you |
|---|---|
| Products PIM: Read | Open Products and add, edit or delete products there. Omni does not check separate permissions for editing on that page yet. |
| Products PIM: Create | Use the Dashboard quick action Add Product. |
| Price Lists: Read | Open Price Lists, view a price list, export prices and view history. |
| Price Lists: Create | Use Add Price List and Duplicate. |
| Price Lists: Update | Edit a price list, edit prices and margins, select products for bulk changes, and Import. |
| Price Lists: Assign | Use Assign Company and Unassign. |
The Company Assignments tab on a price list also needs Companies: Read.
People and Roles
Section titled “People and Roles”| Permission | Lets you |
|---|---|
| Users: Read | Open People and view a person. Also needed for the People pending verification row on the Dashboard. |
| Users: Create | Use Add Person. |
| Users: Update | Edit a person, suspend and reactivate, and change roles (with Roles: Read). |
| Users: Delete | Choose the Deactivated status when editing a person. |
| Roles: Read | Open Roles, and see the Roles column and card on people. |
| Roles: Create | Use Add Role. |
| Roles: Update | Save changes to a role. |
| Roles: Delete | Use Delete Role. |
Pages that need no permission
Section titled “Pages that need no permission”Dashboard, Settings, the Help icon, the Access denied page and the sign-in pages are available to everyone who is signed in.