Permissions reference

A permission lets a user open a page or do one thing, such as creating a shipment or approving a price. You give permissions to roles, and roles to users; see Users and roles. This page lists every permission an organization’s admin can grant, in the groups of the role editor.

How permissions work

Groups. The role editor (Actions > Permissions on a role) lists one group per module. The number after a group’s name is how many of its permissions the role has, for example Shipping (2); a group the role has something from is shown in bold.
Parents and children. Many permissions are nested. A child works only together with its parent: Create shipments via courier does nothing without Shipments. In the tables below, Under names the parent.
The menu follows the permissions. A menu item appears only to users with the permission for its page. When a user has none of an area’s permissions, the whole area is hidden.
Modules come first. A module that is not enabled for your organization stays hidden and refuses its actions, whatever the permissions say. Its permissions still appear in the role editor. See Modules and feature availability.
API keys. A key acts with the permissions of the user it belongs to, narrowed to what the key allows. See API keys.

Build roles around jobs, not people. For example, a packing role usually needs Orders and Change status (Ordering), Shipments, Create shipments via courier, Download shipment labels and Courier accounts (Shipping), Print (Printing) and Choose a station to print at (Devices).

API keys

Permission	Under	Lets you
API keys		See API keys in the menu (and under Settings > Integrations) and your own keys.
Create API keys	API keys	Create keys.
Edit and rotate API keys	API keys	Change keys and replace a key’s secret.
Delete API keys	API keys	Delete keys.
Change what API keys can access	API keys	Choose which permissions a key may use.
See and manage every key in the tenant	API keys	See and manage other users’ keys too, not only your own.

See API keys.

Automations

Permission	Under	Lets you
See automations		Open Automations > Automations and the editor, read-only.
Create and change automations	See automations	Create, change, switch on and off, reorder and delete automations. An automation acts with its own rights, not its author’s; give this only to people you trust with everything an automation can do.
Set up buttons, shortcuts and barcodes		Open Automations > Custom triggers and set them up. Also needs See automations.
Use buttons, shortcuts and barcodes		Press custom triggers, in floor mode too.
Run a button on an order whose status it doesn’t allow		Run a custom trigger anyway on an order in a status it does not run in.
See what automations did		See the order card’s automations section and Automations > Activity.
Retry and stop automation runs	See what automations did	Retry failed steps and stop runs.
Hold and release automations on a record		Hold and release automations on an order.
Change automation settings		Change the automation settings under Administration > Settings.

See Automations overview.

Catalog

Permission	Under	Lets you
Product		See Catalog > Products.
Create, Update, Delete	Product	Add, change and delete products.
Export Products, Import Products	Product	Export products to a file and import them from one. Importing prices needs Update or Import Products, in the app and through the API; see Importing.
Send prices to ERP	Product	Send products’ prices to an ERP connection with Send to ERP and ERP prices. See Prices to your ERP.
Choose where product SKUs and fields come from	Product	Choose whether product SKUs are managed in Omnilinker or by an ERP connection, and make a product field Always from an ERP connection or stop it. See Products from your ERP.
Brand, Category, Tag		See brands, categories and tags. Each has Create, Update and Delete children to add, change and delete them.
Price levels		See price levels; its Create, Update and Delete children add, change and delete them.
Change who sets price levels	Price levels	Hand a price level to another system and back. See Who sets a level’s prices.
Settings		Change the catalog settings under Administration > Settings.
Saved views		Use saved views on the product list; its children create, update and delete them.

Send prices to ERP gives the ERP prices action on a product and Send to ERP on the product list. The actions appear only when the ERP integration is switched on for your organization, and a send also needs the connection’s ERP user for writes. See Prices to your ERP. See Products.

Contacts

Permission	Under	Lets you
Contacts		See Sales > Contacts.
Create, Edit, Delete	Contacts	Add, change and delete contacts.
Anonymize (RODO)	Contacts	Anonymize a contact’s personal data.
Manage consent and do-not-contact	Contacts	Record marketing consent and its withdrawal, and set Do not contact.

See Contacts.

Devices

Permission	Under	Lets you
Stations		Open Devices > Stations and see stations, their printers and who prints there.
Manage stations	Stations	Add, rename, move, pair again and remove stations.
Choose a station to print at		See Choose station in the top bar and pick a station. It does not show the Stations page.
Areas		Open the Areas dialog.
Manage areas	Areas	Create, edit and delete areas, and decide who can print at them.
Station app (service accounts only)		Nothing for people. Never grant it to a person.

See Devices overview.

ERP Integration

Permission	Under	Lets you
ERP Connections		See ERP Integration > Overview, Connected systems, Supported ERPs, a connection’s page and its setup page.
Create ERP Connection	ERP Connections	Start a new connection with Connect an ERP.
Edit ERP Connection	ERP Connections	Rename a connection, switch it off or on, and change its source warehouse.
Delete ERP Connection	ERP Connections	Delete connections.
Connect a PC (issue the agent key)	ERP Connections	Get a connection code with Connect a PC.
Change the ERP user for writes	ERP Connections	Change which ERP user the agent writes to the ERP as. Sending orders and prices needs one to be set.
Entity Mappings		Together with Reference Data, see a connection’s Price levels and Warehouses and products tabs.
Manage Entity Mappings	Entity Mappings	Map price levels and warehouses, link products and click Refresh lists. With Reference Data, answer the setup’s Who sets what step.
Reference Data		Read the lists the agent sends from the ERP.
Agent Status		See a connection’s PC and connector tab, and the PC on its Overview tab.
ERP commands		See ERP Integration > Commands and a connection’s Commands tab, which list the orders, customers and prices you send.
Change ERP integration settings		Change how long price sends and order and customer commands are kept, in the ERP integration group of Administration > Settings. Shortening them deletes records, so it is never available to API keys. See ERP integration settings.

See ERP requirements and Monitoring.

Fiscal receipts

These permissions work only when fiscal receipts are enabled for your organization.

Permission	Under	Lets you
Receipts		See Fiscal > Overview, an order’s Fiscal receipt section and the receipt on the Orders list.
Issue and withdraw receipts (shows any order’s lines, buyer NIP and e-mail)	Receipts	Issue fiscal receipts, from an order and in bulk, and withdraw one that has not reached a printer. It shows the lines, buyer NIP and e-mail of any order, so give it only to people who may see every order.
Issue a receipt for an order invoiced to a business	Receipts	Click Issue anyway on an order invoiced to a business. Also needs Issue and withdraw receipts.
Settle “not sure” receipts	Receipts	Decide whether a receipt whose printing is uncertain was printed.
Fiscal printers		See the fiscal printers at each station, their details and check, and each area’s receipt settings.
Manage fiscal printers (add, move, settings, test pages; the station connects to any address typed)	Fiscal printers	Add, change, move and remove fiscal printers, print test pages and change an area’s receipt settings. The station connects to whatever address is typed, inside your network, so grant it with care.
Search a station’s ports and network for fiscal printers	Fiscal printers	Use Find on … when adding a fiscal printer. Opening that form also needs Manage fiscal printers.
End of day		See Fiscal > End of day.
Run daily reports	End of day	Run a daily report by hand, and say whether a report that may have run did.
Station app (fiscal)		Nothing for people. Never grant it to a person: Omnilinker gives it to each station’s own account when the station is paired.

See Fiscal receipts permissions.

Identity management

Permission	Under	Lets you
Role management		See Administration > Identity management > Roles.
Create, Edit, Delete	Role management	Add, rename and delete roles.
Change permissions	Role management	Change what a role may do.
User management		See Administration > Identity management > Users.
Create	User management	Add users.
Edit	User management	Change users’ details, set new passwords, activate and deactivate users.
Manage roles	Edit	Give users roles and take them away.
Delete	User management	Delete users.
Change permissions	User management	Give single users permissions directly.

Whoever has Change permissions can give anyone, themselves included, any permission. Treat these permissions as full access. See Users and roles.

Inventory Management

Permission	Under	Lets you
Dashboard		See Inventory > Dashboard.
Warehouses		See Inventory > Warehouses.
Create Warehouses, Edit Warehouses, Delete Warehouses	Warehouses	Add, edit and delete warehouses. Create Warehouses also opens the setup wizard.
Change who changes stock	Warehouses	Change a warehouse’s owner, when another owner can be chosen.
Stock Items		See Inventory > Stock Levels and a product’s cross-warehouse page.
Adjust Stock	Stock Items	Adjust, count, reserve and release stock.
Transfer Stock	Stock Items	Move stock between warehouses.
Export Stock Items	Stock Items	Export stock levels.
Import Stock Items	Stock Items	See Data > Bulk import on Inventory > Stock Levels and import stock.
Save filters	Stock Items	Save filters as views on Stock Levels.
Stock Movements		See Inventory > Stock Movements.
Export Stock Movements	Stock Movements	Export movements.
Stock Alerts		See stock alerts. Works only when stock alerts are enabled for your organization.
Acknowledge Stock Alerts	Stock Alerts	Acknowledge alerts through the API. The app has no button for it yet; see Low-stock alerts.
Settings		Change the inventory settings, such as thresholds, and run the reconciliation.
Manage retention settings	Settings	Change how long stock movements are kept.

See Stock levels and movements and Warehouses.

Marketplaces

Permission	Under	Lets you
Marketplace accounts		See Marketplace > Marketplace accounts, read-only, and the accounts in account lists.
Manage marketplace accounts	Marketplace accounts	Add, edit, connect, test and delete accounts, and edit their listing defaults.
Listings		See Marketplace > Marketplace listings and the worksheet.
Create listings	Listings	Create drafts, edit them and publish them.
Manage listings	Listings	See Attribute mapping and Listing templates, delete drafts, end and relist listings, import listings and sync prices and stock.
Marketplace orders		Nothing: it has no effect today. You can leave it unticked.

See Connect Allegro, Create listings and Manage listings.

Notification Center

Everyone who is signed in has an inbox and their own notification preferences; those need no permission. These permissions are for whoever runs notifications for the organization.

Permission	Lets you
Manage channels	Set up e-mail for notifications. Shown only if your plan includes Email notifications.
Manage escalation	Set up escalation. Shown only if your plan includes Escalation.
Manage message templates	Change the messages notifications are sent with.
Manage defaults for new users	Choose how new users are notified until they change it.
Manage limits and retention	Change notification limits and how long notifications are kept.

See Channels, Escalation, Message templates, Limits and retention and Preferences.

Ordering

Permission	Under	Lets you
Orders		See Sales > Orders, order cards and Floor mode.
Create order	Orders	Add orders.
Edit order	Orders	Change products, buyer details, addresses, notes, priority and the linked contact.
Delete order	Orders	Delete orders.
Change status	Orders	Change orders’ status and confirm orders.
Manage payments	Orders	Record payments and refunds, and mark orders as paid.
Merge / split orders	Orders	Split orders.
Archive orders	Orders	Archive and restore orders.
Anonymize orders	Orders	Anonymize orders.
Send orders to the ERP	Orders	Send orders to a connected ERP, one at a time or in bulk; cancel and send again; choose the ERP customer for an order. See Orders to your ERP.
Mark orders as entered in the ERP by hand	Orders	Tell Omnilinker that an order was entered in the ERP by hand, so it stops sending it. Separate from sending, because it says an order exists in the ERP when it may not.
View personal data	Orders	See the buyer, delivery address, invoice details and pickup point unmasked, and edit them. Without it these are shown masked.
Statuses		See the Statuses section of Sales > Sales settings.
Manage statuses	Statuses	Add, edit, reorder and delete statuses and groups.
Sources		See the Order sources section of Sales > Sales settings.
Manage sources	Sources	Add, edit and delete sources. Also answer who imports orders into an ERP connection and choose how each source sends to it.
Manage extra fields		See and change the Extra fields section of Sales > Sales settings.
Change sales settings		Parent of the three below; not needed on its own to see a section.
Change built-in automation	Change sales settings	Change the Built-in automation section of Sales > Sales settings.
Change packing settings	Change sales settings	Change the Packing and Picking sections. Shown with the Packing and picking feature.
Choose the carrier of each delivery method	Change sales settings	See and change the Delivery methods section: the carrier each delivery method means, and updating the open orders of a method. Everyone who held Change sales settings when this permission arrived got it too. Not available to API keys.
Journal		See an order’s history.
Packing and picking		Shown with the Packing and picking feature.
Pack orders at a station	Packing and picking	Scan each item against the order in floor mode. See Scan each item.
Mark a line packed without a scan	Pack orders at a station	Pack a line that should be scanned without scanning it; the order shows the scan was skipped.
Pick lists		See Sales > Pick lists. Shown with the Packing and picking feature. See Pick lists.
Make pick lists	Pick lists	Make pick lists on the page, from the order list and from an order.
Cancel pick lists	Pick lists	Cancel a pick list.
Give pick lists to pickers	Pick lists	Assign a pick list’s picker.
Pick on a handheld	Pick lists	Pick on a handheld. Only people with it can be chosen as a list’s picker.
Set up carts, totes and drop locations	Pick lists	Set up the carts, totes and drop locations, and empty a finished list’s tote.

See Orders and Order settings.

Pricing Intelligence

Pricing Intelligence has the most permissions. Many have Create, Update and Delete children that add, edit and delete what their parent lets you see.

Data collection

Permission	Under	Lets you
Market — see markets (granted once on upgrade to roles with Pricing Intelligence access; revoking it afterwards is permanent)		See Markets and the Market button on other pages. Its Create child adds markets; Update renames them and changes what they are compared against.
Data Source		See Data Sources, with Create, Update and Delete children.
Track Prices	Data Source	Run a data source.
Stop Data Source Processing	Data Source	Stop a run, and cancel a discovery search.
Data Source Schedule		Use data source schedules; its Create, Update and Delete children manage them. Its Execute child does nothing yet.
Settings	Data Source Schedule	See the Pricing Intelligence settings, including the Schedules section, under Administration > Settings.
Merchant		See Merchants, with Create, Update and Delete children. Update also lets you edit a reseller’s contact on the manufacturer dashboard.

See Markets and data sources and Merchants.

Products, offers and matching

Permission	Under	Lets you
Data Source Product		See Data Source Products, with Create, Update and Delete children.
Discover Products	Data Source Product	Search data sources for offers of your products.
Offer		See Offers, with Create, Update, Delete and Export children.
Map offers to products	Offer	Move an offer to another product, for example with Wrong product?.
Offer Price		Together with Offer, open an offer’s details. Its children have no effect yet.
Product Overview Management		See Product Overview; its Export child exports it.
View price history		Open price history from any page that offers it.
View Product Recommendations		See Product Matching.
Create Product Recommendations, Update, Delete, Bulk Delete Product Recommendations	View Product Recommendations	Suggest matches by hand, change them and delete them, one at a time or in bulk.
Approve Product Recommendations, Reject Product Recommendations	View Product Recommendations	Accept or reject suggested matches.
Saved Filters		Use saved views on Pricing Intelligence pages; its children create, update and delete them.

See Offers, Product matching, Product overview and Price history.

Manufacturer dashboard

Permission	Under	Lets you
Manufacturer Dashboard		Open the dashboard, its Overview tab and the digest.
View Price Violations	Manufacturer Dashboard	See the All gaps tab.
View Product Performance	Manufacturer Dashboard	See the Price map tab.
View Merchant Compliance	Manufacturer Dashboard	Open a reseller’s record.
Export Data	Manufacturer Dashboard	Export gaps and evidence.
Cases	Manufacturer Dashboard	See the Cases tab.
Manage cases	Cases	Start, work on, close and reopen cases.
Send messages to resellers	Cases	Send messages to resellers by e-mail.
Agreed promotions	Manufacturer Dashboard	Record agreed promotions.
Compliance settings	Manufacturer Dashboard	Change the manufacturer compliance settings.

See Manufacturer dashboard setup.

Alerts, settings and the repricer

Permission	Under	Lets you
Alert Rules		See Alert Rules, with Create, Edit and Delete children.
Enable/Disable Alert Rules	Alert Rules	Switch alert rules on and off.
Test Alert Rules	Alert Rules	Test an alert rule.
Color rules		Change the colours used on Offers, in the Pricing Intelligence settings.
Data Retention		No access of its own; its child does the work.
Manage Retention Settings	Data Retention	Change how long Pricing Intelligence keeps data.
Repricer and its children		The repricer’s pages and actions, including Keep product prices out of repricer rules. See Repricer roles.

See Alert rules.

Permissions to leave unticked

Permission	Why
Hangfire, Hangfire Dashboard	They open Omnilinker’s background job dashboard, which is for Omnilinker’s support staff.
Merchant Data Source and its children	Nothing uses them yet.
Schedule Management and its children	Nothing uses them yet. Data source schedules use Data Source Schedule.
Execute under Data Source Schedule	Nothing uses it yet.

Printing

Permission	Under	Lets you
Print		Print, see your own print jobs, and retry, move or cancel them.
Print jobs		See everyone’s print jobs, and Devices > Print jobs in the menu.
Manage everyone’s print jobs	Print jobs	Retry, move and cancel anyone’s print jobs, and get the alerts about stuck jobs.
Printers		See printer settings and what prints at each station.
Manage printers	Printers	Change printer settings, automatic printing and what prints where, and send test prints.
Station app (service accounts only)		Nothing for people. Never grant it to a person.

See Devices overview and Print jobs.

Setting management

Permission	Lets you
Time zone	Set your organization’s time zone under Administration > Settings.

Most module settings under Administration > Settings have their own permission in their module’s group, such as Change automation settings or Repricer Settings. See Settings.

Shipping

Permission	Under	Lets you
Shipments		See Shipments > Shipments, an order’s shipments and shipment details.
Create shipments via courier	Shipments	Create shipments through a courier account. Also needs Courier accounts.
Cancel shipments	Shipments	Cancel shipments.
Add external (manual) shipments	Shipments	Add shipments booked elsewhere and change their status.
Download shipment labels	Shipments	Download labels; printing them also needs Print.
Courier accounts		See Shipments > Courier accounts.
Manage courier accounts	Courier accounts	Add, edit, test and delete courier accounts.

See Shipments and Courier accounts.

Next steps

Users and roles

Create roles and give them these permissions.

Modules and feature availability

Which modules your organization has.

​How permissions work

​API keys

​Automations

​Catalog

​Contacts

​Devices

​ERP Integration

​Fiscal receipts

​Identity management

​Inventory Management

​Marketplaces

​Notification Center

​Ordering

​Pricing Intelligence

​Data collection

​Products, offers and matching

​Manufacturer dashboard

​Alerts, settings and the repricer

​Permissions to leave unticked

​Printing

​Setting management

​Shipping

​Next steps

Users and roles

Modules and feature availability

How permissions work

API keys

Automations

Catalog

Contacts

Devices

ERP Integration

Fiscal receipts

Identity management

Inventory Management

Marketplaces

Notification Center

Ordering

Pricing Intelligence

Data collection

Products, offers and matching

Manufacturer dashboard

Alerts, settings and the repricer

Permissions to leave unticked

Printing

Setting management

Shipping

Next steps