Give each person the records needed for their part of the order.
| Role | Catalog and merchandising | Cart and customer activity | Orders and service | Payment and pricing | Inventory and fulfillment | Returns and engagement |
|---|---|---|---|---|---|---|
| Customer | — | Edit | Edit | — | View | Edit |
| Warehouse Operator | — | — | View | — | Edit | — |
| Marketing Manager | Edit | View | View | Edit | — | Edit |
| Customer Service Rep | — | View | Edit | View | — | Edit |
| Catalog Manager | Edit | — | View | — | View | View |
| Merchant Owner | Edit | — | — | Edit | Edit | View |
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: Pending shipments
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: Cart activity
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: Refund review queue
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: Active products
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: Refund review queue
Start free, then use Proto to change fields, steps and approvals before your team goes live.