Permissions matrix

Who sees what? This table tells you exactly what each role can view and do in the dashboard.

Who sees what, who does what

Who sees what? This table tells you exactly what each role can view and do.

Owner

Everything: Dashboard, Products, Customers, Orders, Payments, Page Builder, Marketing (Promo codes, Workflows, Blog), full Settings (Profile, Design, Domain, Payments, Emails, Permissions, Options, Login, Tax), AI tools. Create, edit, delete all data. Manage billing and payment integrations.

Editor

Dashboard, Products, Page Builder, Marketing (Promo codes, Workflows, Blog). Settings: Design, Options, Login only. No Customers, Orders, or Payments. No billing, domain, transactional emails, team permissions, or tax.

Agent

Products, Customers, Orders, Payments. View customer profiles, order details, payment history. Edit customer data and manage orders. No Dashboard, Page Builder, Marketing, or Settings.

Accountant

Payments only, read-only. View transactions, payment details, download invoices. No edits. No other sections visible.

Quick summary

Dashboard: Owner, Editor. Products: Owner, Editor, Agent. Customers: Owner, Agent. Orders: Owner, Agent. Payments: Owner, Agent (read/write), Accountant (read-only). Page Builder: Owner, Editor. Marketing: Owner, Editor. Full Settings: Owner. Partial Settings (Design, Options, Login): Editor.

Was this helpful?