| Role |
Function |
| Administrator |
- Access to all areas of the system, including the Admin area to configure fulfillment settings and all sections of Business Hub.
|
| Websites Manager |
- Access to the Websites section of the Admin area.
- Can manage all websites and create new websites and campaigns.
- Can access the cookie consent options
|
| Web Developer |
- Can only manage the online store associated with the Fulfillment Center.
- Cannot access any affiliate stores.
- No access to Business Hub.
- No access to fulfillment settings.
|
| Products Manager |
- Access to the Products section of the Admin area.
- Can manage catalog selection, edit, and create products.
- Can add and configure product brands
|
| Decoration Process Manager |
- Access to the Decoration Processes section of the Admin area.
- Can manage the configuration of decoration processes, including setting availability and pricing.
|
| Marketing Manager |
- Access to the Marketing section of the Admin area.
- Can create coupons and gift certificates and manage customer sync integrations.
|
| Settings Manager |
- Access the Settings section of the Admin area
- Can access all Admin settings except payment methods.
|
| Payment Methods Manager |
- Access the Settings > Payment Methods section in the Admin area.
- Can configure payment gateways and create and manage manual payment methods.
|
| Reports Manager |
- Access to the Reports section of the Admin area.
- Can export all available reports.
|
| Sales Manager |
- Business Hub access only.
- Can create and edit quotes/orders in Business Hub and may assign them to sales staff members.
- The Dashboard allows views of other staff members' performance.
- May view the production overview.
- Can add, view, edit, delete, merge and move customers.
- May generate and send customer account statements.
- May access the record payments node.
- No access to Admin settings.
|
| Sales Team Member |
- The Dashboard shows the sales staff member's own sales and quote performance.
- Can only process quotes and orders in Business Hub that are assigned to them.
- May view production overview for orders and quotes to which they are assigned.
|
| Production Manager |
- Business Hub access only.
- Production overview shows the performance of all orders.
- Can process all production items or can assign them to any production staff member.
|
| Production Team Member |
- Can only process production items assigned to them.
- May access all order information required to produce the order.
- May record waste and mark as job complete / partially complete, and set internal job notes.
- May not edit the order.
- No access to Admin.
|
| Artwork Manager |
- Can process any artwork approval and assign artwork jobs to artwork staff members.
- Can also access Stock Designs section of Admin area and upload designs or create them in the template builder.
|
| Artwork Team Member |
- Can process any artwork approvals.
|
| Purchasing |
- Can process purchase orders by accessing the Purchase Orders node in Business Hub.
- May view the status of all outstanding orders.
|
| Shipping |
- Business Hub access to the shipping node.
- The overview shows orders yet to be shipped.
- Can manage all shipping functions.
|
| Approve payments |
- May only access and process Approve Payments node in Business Hub.
|
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