Episode 5 of 12

Who Does What — User Roles and Access Control

Why this matters: A WMS handles sensitive operational data — inventory values, shipment records, customer orders, carrier contracts. Getting access control right protects data integrity, prevents costly mistakes, and ensures every action is traceable to the person who took it.

The Challenge of Multi-Role Operations

Warehouse operations involve people with very different responsibilities and very different needs from a software system. A floor picker needs to see the next location to visit and confirm what was picked; they do not need to see the routing guide rules that determine which carrier a shipment travels on. A supervisor running the afternoon wave needs to create and release fulfilment runs; they do not need to modify the carton type library that controls how the cubing algorithm works. An operations manager configuring new carrier rates needs full administrative access; they should not accidentally trigger a pick confirmation while working in configuration screens.

Without role-based access control, the only safe option is to give everyone limited access — which blocks legitimate work — or give everyone full access — which creates risk. eWAVE's three-tier hierarchy solves this by giving each person exactly the access they need, and no more.

The Three-Tier Role Hierarchy

Super User
System configuration · Carrier rates · Routing guide rules · Carton type and size library · Context parameter settings · Location and move type maintenance · All Back Office and Mobile capabilities
Back Office User
Order management · Wave creation and release · ASN creation and management · Shipment and manifest oversight · Load management · Reports and dashboards · All Mobile capabilities
Mobile User
Scan LPNs · Confirm putaway · Execute picks · Pack cartons · Receive inbound shipments · Record cycle count results

Each tier inherits all permissions from the tier below it. A Back Office User automatically has all Mobile User capabilities — they can scan on the floor and manage operations from the back office without needing two separate accounts. A Super User automatically has all Back Office and Mobile capabilities. This inheritance model keeps the permission structure simple and prevents the scenario where a promotion creates a gap in someone's operational capability.

Detailed Permission Matrix

Capability Mobile User Back Office Super User
Floor Operations
Scan and confirm LPN putaway
Execute picks from mobile screen
Pack cartons at packing station
Receive inbound goods (dock scanning)
Record cycle count results
Load cartons onto trucks at dock
Back-Office Operations
Create and manage orders
Create and release fulfilment waves
Create and manage ASNs
View and run reports
Manage loads and manifests
Override carrier routing (per order)
View transaction log / audit trail
System Configuration
Create and modify locations
Configure move type rules (putaway)
Manage carton types and sizes
Configure routing guide rules
Manage carrier (Ship Via) configurations
Set freight rate tables and rate zones
Modify context parameters
Create and deactivate users
Manage company and multi-company setup

Creating Users in eWAVE

  1. Navigate to Settings → Users & Companies → Users Only Super Users can access this menu. You will see the list of all existing users in your company.
  2. Click New to create a new user Enter the user's full name and email address. The email address becomes their login ID. It must be unique across the entire Odoo instance.
  3. Assign the eWAVE role In the Access Rights section, find the eWAVE WMS heading. Select the appropriate role: Mobile User, Back Office User, or Super User. Only one eWAVE role should be assigned per user — the hierarchy handles inheritance automatically.
  4. Set any additional Odoo application rights If the user also needs access to Odoo's accounting, purchasing, or sales modules, set those access rights in the same form. A warehouse user who also processes purchase orders in the same Odoo instance needs both eWAVE Back Office and Odoo Purchase User rights.
  5. Save and send invitation email When you save a new user record, Odoo automatically sends an invitation email to their email address with a link to set their password. The user clicks the link, sets a password, and can log in immediately.
  6. Verify access on the new account Log out and log back in as the new user (or ask them to confirm) that the correct menu items are visible and inaccessible menu items are hidden. The UI automatically adapts to show only what the user's role permits.

Multi-Company User Management

eWAVE fully supports Odoo's multi-company architecture. If your organisation operates multiple warehouses as separate legal entities, each company has its own user list, its own location hierarchy, and its own transaction records. A user assigned to Company A cannot see or interact with Company B's data unless explicitly granted access to Company B as well.

For users who manage multiple companies — a group operations manager, for example — they can be added to multiple companies with appropriate roles in each. When they log in, they see a company switcher in the top navigation bar. All transactions, wave records, and reports are always scoped to the currently active company, preventing accidental cross-company data entry.

Tip — Assign roles by function, not seniority: A warehouse supervisor who primarily works on the floor and occasionally runs waves needs Back Office User access — not Super User. Reserve Super User for the person who actually configures the system (routes, rules, carton types). Fewer Super Users means fewer accidental configuration changes.

Security Best Practices

Warning — Do not share the admin account: Odoo creates a default administrator account during installation. Change this password immediately after installation and store it in a secure password manager. Never use the administrator account for daily operations — create named Super User accounts for each administrator. The default admin account is a security risk if its credentials are shared or lost.

Mobile Interface: What Each Role Sees

When a user logs into eWAVE on a mobile device, the interface automatically adapts to their role. A Mobile User sees only the scanning workflows appropriate to their current task: receiving, putaway confirmation, pick execution, pack confirmation, or count entry. There are no administrative menus, no configuration screens, and no reports accessible from the mobile interface for this role — keeping the screen clean and focused on the task in hand.

A Back Office User who logs in on a mobile device gets the same mobile scanning capability as a Mobile User, with no additional menus on the mobile view. Their extra permissions become visible when they log in on a desktop browser, where the full back-office interface is available.

Key Concepts — Episode 5

  • Three tiers: Mobile User → Back Office User → Super User — each inherits all lower-tier permissions
  • Mobile User: floor scanning — receive, putaway, pick, pack, count, load; no configuration access
  • Back Office: operations planning — orders, waves, ASNs, loads, manifests, reports; all Mobile capabilities
  • Super User: system administration — locations, move types, cartons, routes, carrier config, context params; all lower tiers
  • User creation: Settings → Users → New; assign eWAVE role; invitation email sent automatically
  • Multi-company isolation: users see only their assigned company's data; group managers can switch companies
  • Individual accounts required: shared logins break the audit trail and may violate compliance requirements
  • Deactivate leavers immediately; never delete users — transaction history must remain intact
  • Minimum two Super Users at all times to avoid account lockout scenarios