Roles and permissions
Everyone who works in the store admin has one of four roles. The role decides which entries appear in the menu and what each screen lets you do. A screen your role can’t use is simply not there: if you open its address anyway, you get a “page not found”.
The roles are Warehouse, Accounting, Store manager and Store admin. Your name and role are shown at the bottom of the menu.
| What | Warehouse | Accounting | Store manager | Store admin |
|---|---|---|---|---|
| Open the admin and see the Dashboard | yes | yes | yes | yes |
| See Orders | only Pending delivery and Delivered, without money | yes | yes | yes |
| Mark delivered | yes | yes | yes | |
| Cancel order | yes | yes | ||
| Record bank transfer for a customer | yes | yes | ||
| Reopen layaway | yes | |||
| See Payments | yes | yes | yes | |
| Approve, Reject and Refund a payment | yes | yes | yes | |
| See Customers | contact details only | yes | yes | yes |
| Edit, disable and send a password reset to a customer | yes | yes | ||
| Products: create, edit, images, Categories, Featured | yes | yes | ||
| Products: see them and Adjust stock | yes | yes | yes | |
| Site: pages, home, banners, menus and the rest | yes | yes | ||
| Staff: invite and manage | yes, but not store admins | yes | ||
| Settings and the Tilopay credentials | yes | |||
| Analytics: Overview, Live view, Collections, Layaway performance, Products, Customers, Funnel, Traffic | yes | yes | ||
| Analytics: Sales and Payments | yes | yes | yes | |
| Analytics: Fulfilment and stock | yes | yes | yes |
Some details:
- Warehouse staff see only orders that are Pending delivery or Delivered, with no amounts, no payments and no customer ID number. They see Products only to adjust stock.
- A Store manager can invite and manage warehouse, accounting and other store manager accounts, but not store admin accounts. Only a Store admin can manage a store admin.
- The Settings are for the store admin only, because they decide how the store sells and takes payments.