Access levels
Each role has one of three levels for each area of the app:Built-in roles
Which role to choose
- Owner: the person who created the company. Has everything.
- Admin: for people who run the account. Everything an Owner can do in day-to-day use, including billing, integrations and the team.
- Editor: for people who work on products and the passport design. Cannot touch integrations, company details or the team.
- Auditor: for an internal or external auditor. Can see everything except the team, and has full use of reports.
- Viewer: for people who only need to look.
What the areas cover
Everyone can use Support.
Custom roles
Create a custom role when the built-in ones do not fit, for example a warehouse lead who should print labels but not edit products.1
Start
On Users & team, find Custom roles and click New role.
2
Name it
Enter a Role name, for example “Warehouse Lead”, and an optional Description.
3
Set the access
Pick a built-in role under Start from to copy its levels, then choose No access, View only or Full access for each area.
4
Create
Click Create role.