Manage Team Members and User Roles in Anchanto OMS – Anchanto

Overview

User Role Management lets you control who can access each module in Anchanto OMS and what actions they can take. You add team members from Account Settings → Team Members, give each person the role that matches their responsibilities, and activate or deactivate their access whenever needed. Each user sees only the modules relevant to their role, which keeps your data secure and their workspace focused.

Prerequisites:

Adding users and changing roles: only the Seller Admin and Master Admin roles can add new users or update the role of an existing user.
Activating or deactivating users: you'll need Seller Admin access.
Master Admin and Master Admin Assistant roles: available only if your account is subscribed to the Master Accountfeature.
Inventory Champ, Order Champ, Warehouse Champ, Picker and Packer roles: available only if your account is subscribed to the OMS Multi-Warehouse feature.
Picker and Packer roles: these are enabled only when the picking flow is turned on in OMS settings.

User Roles in OMS

Choose the role that best fits each team member's responsibilities.

Role	What this role can do	Availability
Seller Admin	The main user of the account, with full access to all features in OMS. Can view and make changes in every module.	All accounts
Catalogue Admin	Manages products and inventory. Can add new products, update existing ones, and list them on sales channels. Has access to Catalogue, Inventory, Promotions, and Integrations.	All accounts
Operations Admin	Handles everything related to processing orders, from inventory to shipping. Can manage carrier integrations and order sync, but cannot add or remove sales channels.	All accounts
Accounts Admin	Focuses on dashboards and reports. Can manage users and track sales, returns, and performance data.	All accounts
Master Admin	Used when a seller manages multiple accounts under one main account. Has full access to all features.	Master Account feature only
Master Admin Assistant	Supports the Master Admin in managing multiple accounts. Has full access to all features.	Master Account feature only
Level One Approver (shown as Level 1 Approver)	Approves promotional campaigns after the Level Two Approver gives initial approval. Has access to Promotions, Catalogue, Inventory, Orders, and related dashboards.	All accounts
Level Two Approver (shown as Level 2 Approver)	Gives the first level of approval for promotions. Has the same access as the Level One Approver.	All accounts
Inventory Champ	Manages inventory, with full access to the Inventory module.	OMS Multi-Warehouse feature only
Order Champ	Manages customer orders, with full access to the Orders module.	OMS Multi-Warehouse feature only
Warehouse Champ	Manages order and inventory activities in the warehouse, with access to both the Inventory and Orders modules.	OMS Multi-Warehouse feature only
Picker	Picks items from the warehouse for order packing and scans items before packing.	OMS Multi-Warehouse feature only, and picking flow must be on
Packer	Packs items for orders, generates shipping labels, and manages packing materials.	OMS Multi-Warehouse feature only, and picking flow must be on
Custom	A flexible role set up by the Seller Admin. The user can view and act only in the modules you select for them.	All accounts

Step-by-Step Instructions

Add a New Team Member

Step 1: Log in to OMS

Go to Anchanto OMS → Log in with your Seller Admin credentials → Your OMS Dashboard opens.

Step 2: Open Team Members

Go to the profile icon at the bottom of the left navigation bar → Click Account Settings, then select the Team Members sub-module → The Team Members page opens, listing all users in your account.

Step 3: Start a new user

Go to Team Members → Click Add New → The Create New User form opens.

Step 4: Enter the user's details and choose a role

Go to Create New User → Basic Information → Enter the user's First Name, Last Name, and Email (all required) → The user's details are captured.

Go to Create New User → Select Role → Click the role that fits the user's responsibilities → The modules for the selected role appear below the role list.

Go to Create New User → Click Create User → The user is created and a password setup email is sent to them.

If none of the standard roles covers what the user needs, select Custom. You can then choose the specific modules the user can access, and their level of permission (including view only for dependent modules). Detailed Custom role setup steps: Not covered in source — needs SME input.

Step 5: Confirm the user was added

Go to Account Settings → Team Members → Find the user in the list → The newly created user appears with Inactivestatus.

Step 6: The new user sets their password

Go to the new user's registered email inbox → The user opens the invitation email from OMS and clicks the link to set up their password → The user's password is saved. Their registered email ID is their username.

Step 7: The new user logs in

Go to the Anchanto OMS login page → The user enters their registered email ID and password → The user can access the OMS account.

How the user's status changes from Inactive to Active after password setup: Not covered in source — needs SME input.

Activate or Deactivate an Existing User

You can activate or deactivate users whenever you need to. This is useful when you want to temporarily restrict or restore someone's access to Anchanto OMS without permanently removing them.

Step 1: Log in to OMS

Go to Anchanto OMS → Log in with your Seller Admin credentials → Your OMS Dashboard opens.

Step 2: Open Team Members

Step 3: Change the user's status

Go to Team Members → Click the arrow icon in the Actions column for the user, then select the status option (for an inactive user, this is Activate) → The user's status is set to Active or Inactive.

Important Notes & Limitations

Who can manage users: only the Seller Admin and Master Admin roles can add new users or update the role of an existing user.
One role per user: each user can have only one role. If someone needs a combination of access, use the Customrole and select the modules they need.
Users cannot be deleted: once a user is added to Anchanto OMS, they cannot be removed. To stop someone's access, deactivate them instead.
Inactive users cannot log in: a user with Inactive status cannot log in to the Anchanto OMS account.
New users start as Inactive: newly created users appear on the Team Members page with Inactive status.
Username is the email ID: the user's registered email ID is their username for logging in.
Seller Admin vs. Master Admin: the Seller Admin is the main owner of a single account, with full access. The Master Admin is for sellers subscribed to the Master Account feature and manages multiple OMS accounts under one main account, also with full access.