User types in OTO- Starter & Above!

Modified on Thu, 13 Jul, 2023 at 11:11 AM

There are several user types in OTO:

  1. Branch User

  2. Brand Manager User

  3. Warehouse User

  4. Customer Service User 

  5. Driver User


Each user can be created from the admin dashboard easily. To start, click on the "Users" tab. After creating a user, an invitation email will be sent with a password reset link which they can choose a password, or you can reset by sharing the password reset link directly from the "Users" page. 







Note that each type of user has access to a specific dashboard designed as per their duties. 


  • Branch User

Branch users have the authority to deal with the operations related to the branch they are assigned to. They see the orders assigned to their branch on their dashboard.  They can create shipments for these orders, split them according to their stock level, and mark them as ready for pick-up or delivery. Below you can see the branch user's dashboard.



  • Company Admin

Company admins have the admin authority to deal with all the operations related to the company. They can create users and set company admins as well. Below you can see the company admin dashboard.



  • Warehouse users

Warehouse users have the authority to deal with the operations related to the warehouses they are assigned. They see the orders assigned to their warehouse on their dashboard.  They can create shipments for these orders split them according to their stock level, assign pickers, etc. Below you can see the warehouse user's dashboard.




  • Customer Service User 

Call Center users have a specific dashboard designed for customer relations. they can reply to return requests, analyze customer feedback, add comments to orders, etc. Below you can see the Call center user's dashboard.



                  

  •   Brand Manager User 

        Brand Manager users can add products, add orders manually and check the inventory for the brands they are responsible for.

     


** Please note that this feature is only available for Starter & Scale Plan users!

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