Admin
Maintains organizations, users, team members and access setup.
Can
- Manage Organizations, Users, team members
- View customer orders, order review decisions
- Order Management System
- Roles and access
Who can do what in Order Management System
Assign order preparation, review, fulfillment and finance work.
Who can do what
| Role | Order book | Customer and product records | Review and approval | Allocation and fulfillment | Payments and reconciliation | Exceptions and handoffs |
|---|---|---|---|---|---|---|
| Admin | View | Edit | Edit | View | — | View |
| Order Desk Agent | Edit | Edit | Edit | Edit | Edit | Edit |
| Order Reviewer | Edit | View | Edit | Edit | Edit | Edit |
| Fulfillment Coordinator | Edit | Edit | Edit | Edit | Edit | Edit |
| Finance Reviewer | View | View | View | View | Edit | View |
| Order Operations Manager | Edit | View | Edit | Edit | Edit | Edit |
Each role in detail
Order Desk Agent
Prepares customer orders and their product lines for review.
Can
- Manage customer orders, order lines, order attachments, order review decisions, order processing receipts
- View Customers, product catalog
Starts on: Draft Orders to Confirm
Order Reviewer
Reviews the current order revision and records the decision.
Can
- Manage order review decisions, customer orders, order processing receipts
- View order lines, order exceptions, order attachments
Starts on: Orders Awaiting Review
Fulfillment Coordinator
Handles allocation, release and fulfillment evidence for approved orders.
Can
- Manage fulfillment events, order processing receipts, customer orders, order lines
- View product catalog
Starts on: Open Order Exceptions
Finance Reviewer
Checks captured payment evidence and completion receipts.
Can
- Manage payment evidence
- View customer orders, order lines, fulfillment events, order processing receipts, order exceptions
Starts on: Captured Payment Evidence
Order Operations Manager
Owns exception resolution, channel handoffs and operating oversight.
Can
- Manage order exceptions, channel handoffs, customer orders, order review decisions, order processing receipts
- View order lines, fulfillment events, payment evidence
Starts on: Draft Orders to Confirm
Set up Order Management System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.