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  1. Meal Prep / Subscription Box
  2. Roles and access
Reference

Who can do what in Meal Prep / Subscription Box

Give each team member the records and decisions needed for their part of the order.

Who can do what

Permissions by role
RoleCatalog and productsCarts and trafficMeal ordersPayments and pricingInventory and fulfillmentCustomer care
AdminEdit—ViewEditEdit—
Merchant OwnerApprove—ViewEditEdit—
Catalog ManagerEdit———Edit—
Warehouse Operator——EditViewEditView
Customer Service Rep—ViewEditEdit—Edit
Finance Manager——EditApprove—Approve
Marketing ManagerEditEdit—Edit—Edit

Each role in detail

Admin

Maintains access and the app's operating setup.

Can

  • Manage Users, Catalogs, payment methods, shipping methods, tax rates
  • View meal orders, config validation runs

Merchant Owner

Owns storefront readiness and checkout configuration decisions.

Can

  • Manage Catalogs, payment methods, shipping methods, tax rates, discount rules
  • View config validation runs, meal orders

Reviews and approves

  • Approve Catalogs

Starts on: Discount calendar

Catalog Manager

Maintains the offer customers can buy.

Can

  • Manage product categories, Products, product variants, Collections
  • View Catalogs, Inventory

Starts on: Products to publish

Warehouse Operator

Works stock and order delivery evidence.

Can

  • Manage Inventory, fulfillment events
  • View meal orders, meal lines, shipping methods

Starts on: Meal Orders workspace

Customer Service Rep

Investigates customer orders, carts and refund requests.

Can

  • Manage Subscribers, service locations, order refunds, product reviews
  • View meal orders, abandoned carts, operation receipts, emails sent

Starts on: Reviews to moderate

Finance Manager

Reviews payments and makes the refund decision.

Can

  • Manage payment evidence, order refunds
  • View meal orders, applied discounts, config validation runs

Reviews and approves

  • Approve order refunds

Starts on: Pending refunds

Marketing Manager

Reviews traffic, recovery and customer communication records.

Can

  • Manage Collections, discount rules, emails sent
  • View store sessions, abandoned carts, customer wishlists, Subscribers

Starts on: Active carts

Set up Meal Prep / Subscription Box your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started