Custom Roles, Member Permissions and Site Access

On the Team page you can go beyond the three built-in roles. You can create your own roles, adjust one person's permissions without changing everyone else's, and limit a person to some of your sites. For inviting people and seat pricing, see Adding and Managing Team Members.

Only the Site Owner and Admins can make these changes.

How access is worked out

Role: every person has a role. It's either a built-in role (Site Owner, Admin, Member) or a custom role you create.
Overrides: on top of the role, you can grant or take away individual permissions for one person.
Site access: separately, you can limit a person to specific sites.

Site Owner and Admin always have full access to everything and every site. Permissions, overrides and site limits apply to the Member role and to custom roles.

The permissions

Permissions are in three groups.

Actions: what people can change.

Orders: cancel, reprocess and delete orders
Vendors: add and remove vendor integrations
Sites: add and remove e-commerce sites
Billing: manage credit card, subscription and account settings
Products: accept and reject mapping opportunities, manage auto-mapping rules
Automation: change price automation settings, product templates and workflows

Site Sections: which site settings pages people can open.

Credentials: view and update site API keys, tokens and connection settings
Settings: site-specific settings and advanced options
Order Routing: order routing rules and on-hold conditions
Products: product auto mapping, default product options and fitment settings
Integrations: currency conversion, third-party integrations, UPS and locations
Maintenance: maintenance operations and alert options, including destructive actions

Vendor Sections: which vendor pages people can open.

Credentials: view and update vendor API keys and connection settings
Catalog: product catalog, SKU mapping, images, product data settings and data exports
Pricing: price settings, markup rules and vendor options
Communications: email reports and billing, shipping and warehouse addresses
Maintenance: maintenance operations, advanced settings, shipping and tracking methods, locations

The Member Permissions panel on the Team page sets these for everyone with the Member role.

Create a custom role

Click your name in the top-right corner and choose Team.
In the Custom Roles panel, click New custom role.
Enter a Role name, for example "Order Manager".
Tick the permissions the role should have.
Click Create role.

The role now appears in the role dropdown when you invite someone and next to each person in Team Members.

To change a role, click Edit next to it, update the name or permissions, and click Save role. Everyone with that role gets the change.

To delete a role, first move everyone using it, including pending invitations, to another role. Then click Delete.

Adjust one person's permissions

In Team Members, click Manage on the person's row.
Under Permissions, tick or untick boxes. Boxes start out matching the person's role.
Click Save permissions.

Any permission that now differs from the role shows a granted or revoked badge, and the person gets a customized badge in the Team Members list. That's how you can tell why two people with the same role can do different things.

Click Reset to role defaults to remove all of that person's overrides.

Limit someone to specific sites

Click Manage on the person's row.
Under Site access, choose Specific sites only.
Tick the sites they should see.
Click Save site access.

The person then only sees and opens those sites. The Sites column in Team Members shows how many they can reach, for example "2 of 5 sites".

Things to know:

Choose All sites to remove the limit. If you choose Specific sites only but don't tick any site, the person keeps access to all sites.
Sites you add later aren't added to a limited person's list automatically. Come back and tick them.
Site Owner and Admin can't be limited. To limit someone, give them the Member role or a custom role first.