How To Manage Orders With Multiple Order Management Roles In Magento 2

Managing orders in E-commerce platforms like Magento 2 can be daunting, especially when you have multiple users with varying levels of access and permissions. Magento 2 has provided a solution to this problem by enabling multiple order management roles. In this article, we will explain what multiple order management roles are and how you can manage them effectively.

What Are Multiple Order Management Roles?

Multiple order management roles allow you to assign different levels of access and permissions to users who are responsible for managing orders in your Magento 2 store. With multiple order management roles, you can create user profiles that define what users can or cannot do in the order management process. For instance, you can create profiles for customer service agents, order preparation staff, and administrators.

Configuring Multiple Order Management Roles

To configure multiple order management roles in Magento 2, follow these steps:

1. Log in to your Magento 2 store as an administrator.
2. Go to the "System" menu in the top navigation bar and select "User Roles" under the "Permissions" section.
3. Click on the "Add New Role" button to create new user roles.
4. Fill in the required fields on the "Role Information" tab, such as role name, role type, and parent role.
5. To configure permissions for the new role, select the "Role Resources" tab, and select the permissions you want to grant the new role.
6. Click "Save Role" to save the new role.

Managing Orders With Multiple Order Management Roles

After creating user roles with the appropriate permissions, you can now manage orders with multiple order management roles by:

1. Assigning Orders To Different Users

To assign orders to different users, follow these steps:

1. Log in to your Magento 2 store as an administrator.
2. Go to "Sales" from the top navigation bar, and select "Orders."
3. Click on the order you want to assign to a specific user.
4. In the "Order View" screen, click on the "Assign to" button.
5. Select the user you want to assign the order to and click "Save."

2. Restricting Access To Specific Order Information

To restrict access to specific order information, follow these steps:

1. Go to the "System" menu in the top navigation bar and select "User Roles" under the "Permissions" section.
2. Click on the user role you want to restrict access for.
3. Select the "Role Resources" tab and remove the permission to access the specific order information you want to restrict.
4. Click "Save Role" to save changes.

3. Limiting Users From Making Certain Changes To Orders

To limit users from making certain changes to orders, follow these steps:

1. Go to the "System" menu in the top navigation bar and select "User Roles" under the "Permissions" section.
2. Click on the user role you want to limit.
3. Select the "Role Resources" tab and remove the permission to perform certain actions on orders, such as canceling or refunding an order.
4. Click "Save Role" to save changes.

Conclusion

Multiple order management roles are an excellent feature in Magento 2 that enable you to manage your orders effectively. By configuring user roles with the right permissions, you can assign orders to different users, restrict access to specific order information and limit users from making certain changes to orders. With these steps, you can manage your store’s order management process efficiently and streamline your operations.