Roles let you decide, in detail, what each teammate can see, edit, and delete across your store. Build a role once, then assign it to as many people as you like.
How permissions work
A permission is a simple pair: an area of the dashboard (Products, Orders, Inventory, Channels…) and an action:
- View — can open and read it
- Edit — can view and make changes
- Delete — can edit and remove items
Checking Edit automatically includes View; Delete includes Edit and View. So you only ever grant the highest level you intend.
Two things decide what a person can do
- Your plan — a role can only grant access to features your subscription includes. Areas your plan doesn’t cover appear greyed out in the role editor.
- Their role — within what your plan allows, the role grants exactly the areas you tick.
The person sees the intersection: what your plan includes and what their role grants.
Creating a role
- Go to Settings → Roles and click New role.
- Give it a name (for example “Sales” or “Warehouse”).
- In the permission matrix, tick View / Edit / Delete for each area. Use a group header to tick a whole section at once.
- Save.
Starting points
Use a preset, then adjust:
| Preset | Grants |
|---|---|
| Full access | Everything |
| Manager | View + Edit everywhere, no Delete |
| Viewer | View everything, no changes |
| Sales | Orders, Customers, and Returns |
Assigning & changing roles
Assign a role when you invite someone, or change it later from the Team page — changes take effect immediately.
You can’t delete a role while people are still assigned to it (reassign them first), and the built-in Owner role can’t be edited or deleted.
💡 A worked example. Want warehouse staff who process orders but can’t touch pricing or billing? Make a role with Orders: Edit, Shipments: Edit, and Inventory: View — nothing else — set their access level to Team, and assign it.