Admin
Maintains organizations, users, team membership and operating access.
Can
- Manage Organizations, Users, team members
- View customer orders, operation receipts, review decisions
- Health and Beauty OMS
- Roles and permissions
Who can do what in Health and Beauty OMS
Assign order entry, independent review, fulfillment and finance checks to named people.
Who can do what
| Role | Orders and customers | Products and order lines | Review and evidence | Allocation and fulfillment | Payments and reconciliation | Returns and support |
|---|---|---|---|---|---|---|
| Admin | Edit | — | View | View | View | — |
| Order Coordinator | Edit | Edit | Edit | Edit | Edit | View |
| Order Reviewer | Approve | View | Edit | Approve | View | View |
| Fulfillment Operator | View | Edit | Edit | Edit | Edit | View |
| Support Specialist | Edit | — | View | View | View | Edit |
| Finance Analyst | View | View | Edit | Edit | Edit | — |
Each role in detail
Order Coordinator
Owns customer order intake, line detail and confirmation for review.
Can
- Manage customer orders, order lines, Customers
- View Products, order exceptions, review decisions
Starts on: Order status board
Order Reviewer
Makes independent review decisions on the submitted order and exception evidence.
Can
- Manage review decisions
- View order lines, order exceptions, record attachments, operation receipts
Reviews and approves
- Approve customer orders
Starts on: Batch returns awaiting decision
Fulfillment Operator
Allocates order lines and records fulfillment activity for approved work.
Can
- Manage fulfillment events, order lines
- View customer orders, Products, order exceptions
Starts on: Order status board
Support Specialist
Handles order exceptions, channel handoffs and batch return follow-up.
Can
- Manage order exceptions, channel handoffs, batch return reviews
- View customer orders, fulfillment events, review decisions
Starts on: Batch returns awaiting decision
Finance Analyst
Checks payment evidence, operation receipts and completion reconciliation.
Can
- Manage payment evidence, operation receipts
- View customer orders, order lines, fulfillment events, review decisions
Starts on: Captured Payments
Set up Health and Beauty OMS your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.