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Staff Settings Overview

If you're managing a team on eCommerce, you'll want to make sure each user has the right permissions and access to different features on the platform.

eCommerce offers a staff feature that allows you to set user rules and create custom roles to ensure your team members can only see and do what's relevant to their job.

You can add new member to your team to manage your online store and assign specific roles to each of them through Staff settings.

Access the Staff Settings​

To access the Staff Settings on eCommerce:

  1. Log in to your eCommerce admin panel

  2. Go to the "Settings" menu in the left menu of the dashboard

  3. From there, click on "Staff" to open the Staff Settings page

  4. Here, fill out the member details, select the admin panel language and the permissions you want to give your new staff member.

  5. Then, click on the Save button.

eCommerce offers a variety of permissions for different features, such as orders, products, customers, and reports. You can select which permissions to enable by checking the corresponding boxes.

Best Practices for User Rules​

When setting user rules on eCommerce, there are a few best practices to keep in mind:

  • Assign roles based on job responsibilities: Make sure each staff member has the appropriate level of access based on their job duties. For example, a customer service representative may need access to customer information, while a warehouse worker may only need access to order details.

  • Regularly review user roles: As your business evolves, make sure to regularly review and update your user roles to ensure they align with current job responsibilities.

Understanding Permission Types​

eCommerce offers several types of permissions that you can assign to your staff members:

Order Management Permissions​

  • View Orders: Staff can view orders but cannot modify them
  • Manage Orders: Staff can view, edit, and update order status
  • Process Payments: Staff can mark orders as paid or process refunds
  • Fulfill Orders: Staff can mark orders as fulfilled and manage shipments

Product Management Permissions​

  • View Products: Staff can view products but cannot modify them
  • Manage Products: Staff can add, edit, and delete products
  • Manage Collections: Staff can create and organize product collections
  • Manage Inventory: Staff can update stock levels and manage inventory

Customer Management Permissions​

  • View Customers: Staff can view customer profiles but cannot modify them
  • Manage Customers: Staff can add, edit, and delete customer information
  • View Customer Analytics: Staff can access customer analytics and reports

System Management Permissions​

  • Settings Access: Staff can view and modify store settings
  • Theme Customization: Staff can make changes to the store's appearance
  • Integration Management: Staff can manage third-party integrations
  • Staff Management: Staff can add, edit, and delete staff members

Creating Effective Role Structures​

For efficient store management, consider creating these common role structures:

Administrator (Full Access)​

This role should be limited to store owners and trusted managers who need complete access to all aspects of the store.

Store Manager (Limited Administrative Access)​

  • Can manage products, orders, and customers
  • Can view reports and analytics
  • Cannot access billing or staff management
  • Limited access to store settings

Content Manager​

  • Can manage products and collections
  • Can upload images and edit product descriptions
  • Cannot access order or customer information
  • Cannot modify store settings

Order Processor​

  • Can view and manage orders
  • Can process payments and refunds
  • Can manage inventory levels
  • Cannot access customer data beyond order details
  • Cannot modify products or store settings

Customer Service Representative​

  • Can view orders and customer information
  • Can create and process returns
  • Cannot modify products or store settings
  • Cannot access billing information

By tailoring permissions to specific roles, you can maintain security while ensuring each team member has the access they need to perform their job effectively.