User Types and Roles

The system has several predefined roles with different levels of access.

Overview

Role Type	Access Level	Primary Focus	Scope
Company Admin	Full control	Company management	Company-wide
Brand Admin	Full control	Brand management	Brand-specific
Company Operator	Limited	Operational tasks	Company-wide
Brand Operator	Limited	Operational tasks	Brand-specific
Account Manager	Read-only	Customer relationships	Brand-specific
Guest User	Read-only	Information viewing	System-wide

Roles

Company Admin

Company Admins have full control over company-level operations. They are responsible for creating and managing brands, configuring integrations, and setting up company-wide settings. Their responsibilities extend to role assignment, user management, and overseeing company-wide operations including inventory, warehouses, and shipping. They maintain complete access to all company data and operations.

Key Points:

• Can create and manage multiple brands
• Full control over company settings and configurations
• Can assign roles and manage all company users
• Can manage company-wide inventory and shipping

Brand Admin

Brand Admins exercise full control over brand-level operations. They manage all aspects of their brand, including settings, inventory, products, and brand-specific integrations. They handle shipping operations and maintain control over brand users and their permissions. Like Company Admins, they have complete access to all data and operations within their brand's scope.

Key Points:

• Full control over brand settings and configurations
• Can manage brand users and their permissions
• Can handle brand-specific integrations
• Can manage all brand inventory and shipping

Company Operator

Company Operators handle operational tasks at the company level. They manage company-wide inventory and orders, process company-level shipping operations, and handle ASNs. Similar to Brand Operators, they can view but cannot modify company settings, maintaining their focus on operational execution.

Key Points:

• Can manage company-wide inventory and orders
• Can process shipping and ASNs at company level
• Can view but not modify company settings
• Focused on day-to-day operations

Brand Operator

Brand Operators focus on day-to-day operational tasks at the brand level. Their responsibilities include managing inventory and orders, handling shipping operations, and processing ASNs (Advanced Shipping Notices). While they can view brand settings, they are restricted from modifying them, keeping their focus on operational execution.

Key Points:

• Can manage brand inventory and orders
• Can process shipping and ASNs
• Can view but not modify brand settings
• Focused on operational tasks

Read only roles

Account Manager

Account Managers operate at the brand level, focusing primarily on customer relationships. They have comprehensive read-only access to brand information, including customer details, orders, inventory, and shipping data. While they can view most brand-related information, they are restricted from making any system modifications.

Key Points:

• Read-only access to brand information
• Can view customer details and order history
• Can monitor inventory and shipping status
• Cannot make system modifications

Guest User

Guest Users have read-only access to both company and brand levels. Their access is strictly limited to viewing information, with no ability to make modifications, access customer details, or execute any actions. This role is designed for users who need to observe but not interact with the system.

Key Points:

• Limited to viewing basic information
• Cannot access customer details
• Cannot make any modifications
• Cannot execute any actions

Internal Roles

System Admin

System Admins maintain full system access, allowing them to manage and maintain the entire platform infrastructure.

Key Points:

• Full access to all system features and settings
• Can manage platform infrastructure and configurations
• Can access and modify all company and brand data
• Can override any permission restrictions

Customer Success Agent

Customer Success Agents are dedicated to providing personalized support and ensuring customer success with the platform. They work closely with customers to help them achieve their goals and resolve any issues they may encounter.

Detailed Permissions Matrix

Feature Area	Permission	Company Admin	Brand Admin	Company Operator	Brand Operator	Account Manager	Guest User
Brand Management	Create/Edit brands	✅	❌	❌	❌	❌	❌
	View brand settings	✅	✅	✅	✅	✅	✅
User Management	Create users/Assign roles	✅	✅	❌	❌	❌	❌
	View user details	✅	✅	✅	✅	✅	❌
Inventory	Create/Edit inventory	✅	✅	✅	✅	❌	❌
	View inventory	✅	✅	✅	✅	✅	✅
Orders	Create/Edit orders	✅	✅	✅	✅	❌	❌
	View orders	✅	✅	✅	✅	✅	✅
Shipping	Create/Edit shipments	✅	✅	✅	✅	❌	❌
	View shipments	✅	✅	✅	✅	✅	✅
ASNs	Create/Edit ASNs	✅	✅	✅	✅	❌	❌
	View ASNs	✅	✅	✅	✅	✅	✅
Customer Data	View customer details	✅	✅	❌	❌	✅	❌
	Edit customer data	✅	✅	❌	❌	❌	❌
Integrations	Configure integrations	✅	✅	❌	❌	❌	❌
	View integration status	✅	✅	✅	✅	✅	✅
Company Settings	Edit company settings	✅	❌	❌	❌	❌	❌
	View company settings	✅	✅	✅	✅	✅	✅
Reports	Generate reports	✅	✅	✅	✅	✅	✅
	Export data	✅	✅	✅	✅	✅	❌