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. Only owners and admins can create and manage roles.
How permissions work
A permission is a simple pair: an area of the dashboard (Products, Orders, Inventory, Channels, and so on) 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. Some areas only offer View, or View and Edit, so they have no Delete box.
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 are greyed out in the role editor and marked Not in your plan.
- Their role: within what your plan allows, the role grants exactly the areas you tick.
The person gets the intersection: what your plan includes and what their role grants.
Managing the team and roles, and seeing billing, aren’t in the matrix. Those come from a person’s access level. See Team & Roles.
Creating a role
- Open Roles: go to Settings → Roles and click New role.
- Name it: enter a Name (for example “Sales” or “Warehouse”). A Description is optional.
- Set permissions: in the permission matrix, tick View, Edit, and Delete for each area. Each group header (such as Catalog or Orders) has its own boxes that tick the whole group at once. Click a group’s name to collapse or expand it.
- Save it: click Create role.
📸 Screenshot placeholder: The New role editor (Settings → Roles → New role) with the Presets row and the permission matrix visible, with one group header expanded and a few boxes ticked. Use a test role name.
Starting points
The Presets buttons above the matrix fill it in for you. Pick one, then adjust:
| Preset | Grants |
|---|---|
| Full access | Every View, Edit, and Delete your plan includes |
| Manager | View and Edit on everything, no Delete |
| Viewer | View on everything, no changes |
| Sales | View and Edit on Orders, Returns, Customers, Abandoned carts, and Tax exemptions, plus View on Shipments |
| Clear | Unticks everything |
A preset replaces whatever is currently ticked, and it only ticks areas your plan includes.
Assigning & changing roles
Assign a role when you invite someone, or change it later from the Team page. Changes apply without the person signing out, though they may need to refresh the page to see their menu update.
To change what a role grants, click Edit on the role in Settings → Roles, adjust the matrix, and click Save role. Everyone with that role gets the change.
Deleting a role
Click Delete on the role and confirm. This can’t be undone. You can’t delete a role while people are still assigned to it: the page tells you to reassign them first. The built-in Owner role (marked with a padlock) can’t be edited or deleted.
💡 A worked example. Want warehouse staff who process orders but can’t change products or prices? Make a role with Orders: Edit, Shipments: Edit, and Inventory: View and nothing else, set their access level to Team, and assign it. Billing is never part of a role.