Assign catalog, order, warehouse and refund work to the right people.
Catalog Manager maintains listings and variants; Merchant Owner controls commercial configuration.
Customer Service Rep investigates orders, events, refunds and review moderation.
Warehouse Operator handles inventory and shipments while reading the order's delivery context.
Customer (external) needs own-record scope through the external identity layer.
| Role | Catalog and lots | Baskets and checkout | Sale orders | Payments and refunds | Inventory and shipping | Promotions and engagement |
|---|---|---|---|---|---|---|
| Customer | — | Edit | Edit | Edit | View | Edit |
| Warehouse Operator | — | — | View | — | Edit | — |
| Marketing Manager | Edit | View | View | — | — | Edit |
| Customer Service Rep | — | View | Edit | Edit | View | Edit |
| Catalog Manager | Edit | — | View | — | Edit | View |
| Merchant Owner | Edit | Edit | — | Edit | Edit | Edit |
Storefront shopper self-service. Creates carts, cart items, orders and reviews and maintains their own addresses and wishlists, with read access to their own orders, shipments, refunds and email history. Own-record scoping is enforced by the external app-auth layer, not by this native role matrix.
Floor worker. Picks, packs, prints labels, marks shipments and handles RMA intake, with physical inventory adjustment. Order read is restricted to shipping data; payments, refunds, pricing and customer accounts are out of scope.
Starts on: Shipments In Transit
Owns promotions, lifecycle email, acquisition and retention: discount rules, merchandised collections and email send configuration, with read access to customers, orders, carts, reviews and sessions.
Starts on: Reviews to Moderate
Front line for shopper support: order lookups, address edits pre-ship, cancellations, notes, refunds and RM as within ceiling, and review moderation. Card data masked; cost and margin masked.
Starts on: Pending Refund Approval
Merchandising lead. Owns product authoring, category taxonomy, collection curation, SEO metadata, imagery and copy. Read-only on inventory, orders and reviews (can flag, cannot finalise moderation).
Starts on: Catalog Drafts
Founder / Head of E-commerce. Owns the online P&L, merchandising, pricing and promotional posture. Full read on every table, record entry on catalog, pricing, promotion and payment configuration, and approve refunds above threshold.
Starts on: Pending Refund Approval
Start free, then use Proto to change fields, steps and approvals before your team goes live.