Permissions
3 min
outline each user on your merchant portal can be given a role that controls which parts of the portal they can access this lets you give your warehouse team access to returns without exposing invoices, or give your finance team invoices without settings access permissions are set per store the same person can have different access levels across different merchant portals roles when adding or editing a user, you can select one of the following role presets admin full access to everything returns only dashboard, return details, and return processing analyst analytics and reporting finance invoices and reporting custom pick the exact access yourself access options each role is made up of the following access options, which you can also tick individually returns dashboard, return details, and return processing analytics analytics overview and analytics sub pages invoices invoice viewing and downloads reporting reports, exports, and reporting schedules settings admin settings pages, integrations, and user management role presets pre select these options for you if you manually change any option, the role switches to custom how it works users only see the pages they have access to anything else is hidden from their sidebar when a user logs in, they land on the first page they can access only users with settings admin access can add, edit, or delete users editing a user's access go to settings > users click the edit icon next to the user change their role or access options and click save changes