Roles and Permissions

A role is a named set of permissions, for example Packer or Finance. Give it to members on Members. You need the Manage roles permission to create or change roles.

Built-in and custom roles

• Owner is built in and has every permission. It can't be changed.
• Custom roles are ones you create for your organization.

Create a role

1. Go to Settings › Team › Roles and choose New role.
2. Give it a Name.
3. Tick its Permissions. They're grouped by subject. Ticking a whole group also gives any permissions added to that group later.
4. Choose Create role.

To change a role, open its menu and choose Edit role. To delete one, choose Delete role. Move its members to another role first if it's still in use.

Permissions

Group	Permission	Lets them
Team	Invite members	Invite people to the organization.
	Access all stores	Work in every store, including new ones.
	Manage roles	Create, edit and delete roles, change members' roles and remove members.
	View activity logs	See the organization's activity logs.
Organization	Manage KYC	Send company details and documents for verification.
Products	Manage products	Add and edit products, categories and attributes.
Orders	Manage orders	Process, ship and refund orders.
	Receive order notifications	Get an email for new orders.
Warehouses	Manage warehouses	Add and edit warehouses.
Payments	Manage payments	Set up payment methods and see payment reports.
Shipping	Manage shipping	Set up couriers and delivery options.
Billing	Manage billing	Change the plan, card and top-ups.
Notifications	Manage notifications	Change the emails your organization sends.

Store access

Members with Access all stores can work in every store. Each store's page also lists the members who can access it.

Example roles

• Packer: Manage orders.
• Catalogue: Manage products, Manage warehouses.
• Finance: Manage payments, Manage billing.