Assign order preparation, physical work and independent review to the right people.
| Role | Orders and customers | Order lines and products | Fulfillment events | Carrier labels | Review and operations | Payment and attachments |
|---|---|---|---|---|---|---|
| Admin | Edit | Edit | Edit | View | View | Edit |
| Order Coordinator | Edit | Edit | View | View | View | View |
| Fulfillment Operator | View | Edit | Edit | View | View | — |
| Label Reviewer | View | View | View | Edit | Edit | View |
| Operations Reviewer | View | View | View | Edit | Edit | View |
| Finance Reviewer | View | View | View | View | View | Edit |
Maintains operating organizations, users and access assignments.
Owns order entry and checks identity before confirmation.
Starts on: Orders to confirm
Records allocated, picked, shipped, delivered and returned quantities.
Starts on: Active order queue
Independently decides whether a submitted label revision may proceed.
Starts on: Labels awaiting review
Reviews failed operations and authorizes compensating actions.
Starts on: Labels awaiting review
Checks provider payment evidence and refund requests.
Starts on: Unverified payment evidence
Start free, then use Proto to change fields, steps and approvals before your team goes live.