Administrators can now manage roles and permissions for their teams, providing options for Team Admin, Full Access, Staff, Reporting and Sales Only. These new roles ensure that each of your team members has a set of tools appropriate for their role within your organization.
To view how your team’s roles are currently set up, from the sidebar, select Settings > Team Settings. All of the members of your team will be listed here with a badge for their current role. To edit a user’s role, click on the icon as seen below for the user you are trying to edit, and use the “Role” dropdown to select the appropriate role from the list.
When creating a new user, you have the option to choose the role during the creation process - you can always edit the role later on, if needed. Below is a description and table of functions that each role has access to:
Team Admin: The team admin role grants full-access to the entire platform, giving these users the ability to change roles for each team member and manage company information, like branding, editing. Additionally, only these users have the ability to manage website payment links and integrations with apps like Quickbooks Online.
Full-Access: Full access users have nearly all of the same functionality as the team admin, but with restricted access to managing the team, company information and integrations.
Staff: The staff role allows users to run charges and refunds/voids, view and search activity, invoices, customers and catalog items, but limits their access to proprietary dashboard activity, like total sales YTD or sales by month.
Reporting: Perfect for sharing with your accountant or bookkeeper, the reporting role provides a way to share important financial data.
Sales Only: The sales only role allows users to run transactions, view/edit customers, and add new payment methods; however, these users are not able to run refunds/voids.
Have a question? Let us know by submitting a ticket to our support team!!
|Function||Admin||Full Access||Staff||Reporting||Sales Only|
|View/Edit Catalog Items||X||X||X|
|Add Payment Methods||X||X||X||X|
|Run New Charge/Send Invoice||X||X||X||X|
|Open Support Tickets||X||X||X||X||X|
|Add/Remove Tax Rates||X||X|
|Manage Team and Branding||X|
|Manage Social Accounts||X||X|
|Manage Website Payments||X|
|View and Manage Apps||X|