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Order Management Users and Permissions
To access Order Management features, users need the System Administrator profile or either the Standard Platform User profile or the Identity User profile along with the Salesforce Order Management feature permission set license. Users also require access to the Order Management console app and to any customizations that you implement. Order Management includes some persona-based permission sets that you can use as is or clone and customize.
To let users assigned to the Identity User profile access Order Management features, configure the tab setting for the Identity User profile for the Account object to Default On. See View and Edit Tab Settings in Permission Sets and Profiles.
User Access
To view the included permission sets, in the Setup Quick Find box, find and select Permission Sets.
| Permission Set | Description |
|---|---|
| Order Management Operations Manager (Growth only) | Ability to manage day-to-day Order Management processes. Limited ability to modify open fulfillment orders. |
| Order Management Agent (Growth only) | Standard Order Management user. Can modify an open fulfillment order only by advancing its status through the workflow. |
| Order Management Store Associate (Growth only) | Limited access that allows an in-store associate to process fulfillment orders. |
| Order Management Shopper (Growth only) | Limited access for a service user to allow an external system to make self-service requests. Read-only access to fulfillment orders. |
| Order Management 1Commerce User (Connected Commerce only) | Ability to manage day-to-day Order Management processes, such as canceling, fulfilling, or returning items. |
To use the included permission sets as is, create at least one custom permission set to provide access to the console app and any customizations. Each cloned permission set counts against your org’s limits.
You can organize your permission sets in different ways.
- (Recommended) Use one or more permission sets to provide the Order Management permission set license and persona-based permissions, and one permission set for the console app and any customizations. You can use the included permission sets or create custom permission sets with the Order Management permission set license. Assign one Order Management permission set and the custom permission set to each Order Management user.
- Use multiple Order Management permission sets. You can clone the included permission sets or create custom permission sets with the Order Management permission set license. Add the console app permission and all custom permissions to each set. Assign one of the sets to each Order Management user.
- Use a single permission set for all Order Management users. You can clone one of the included permission sets or create a custom permission set with the Order Management permission set license. Add the console app permission and all custom permissions to the set.
For more information, see Permission Sets and User Licenses in Set Up and Maintain Your Salesforce Organization in Salesforce Help.
Data Protection and Privacy
Data protection and privacy regulations can require you to mask or delete customers’ personal data. However, many fields on Order Management objects that contain personal data are read-only during normal processing. Only users with the System Administrator profile or the Edit Activated Orders permission can modify them. When designing your data protection and privacy policies, be sure to account for this restriction.
For more information, see Data Protection and Privacy.
