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User Roles and Permissions

A single store can have multiple users that log in to assist with the day-to-day functions of managing a store or performing a specific role in the business. Each user should have their own account, with permissions limited to only their areas of responsibility.

On BigCommerce, there are pre-made sets of user permissions, or you can select the permissions you want to grant. The Store Owner or a System Admin can create or delete users and grant permissions from Account SettingsUsers.

In this article, we'll go over the different types of user roles and what each role can access. If you'd like to learn about creating and removing users, see Users.

 
 

Requirements

 
 

User Roles

A user role is a built-in collection of user permissions specific to a particular job. They help to optimize efficiency and reduce the risk of human error by enabling you to delegate responsibilities and permissions to certain users only.

The user role drop-down menu

  • Sales Staff — enables all Sales Staff permissions
  • Sales Manager — enables all Sales Staff and Sales Manager permissions
  • Store Administrator — enables all Sales Staff, Sales Manager, and System Admin permissions
  • Store Owner — includes all permissions and is the person financially responsible for the account; this role has exclusive access to various account-related features. For more information, see Store Owner User Role and Permissions.
  • Custom — use this option to create your own combination of permissions. You can also opt to customize one of the other roles.
 
 

Permissions

The table below lists available permissions, grouped under the user role that enables them by default. Any related required permissions are called out, as these must be enabled in order for the user to have the intended access.

Check the box next to a permission to enable it. To disable it, uncheck the box. When you select a predefined user role, the default permissions associated with it are automatically enabled. You can optionally further customize a user by enabling/disabling individual permissions.

PermissionEffectRequires
Sales Staff
Manage OrdersAccess View Orders, Search Orders, and View Shipments; can access order actions (e.g. printing invoice and packing slip). Create draft or manual orders and manage shipping Automatic Promotions. Manage Shipping is also required to create shipments. 
Edit OrdersAdd and edit ordersManage Orders
Add OrdersAdd orders, and create draft or manual orders.Manage Orders
Finalize Manual Orders using Manual PaymentsProcess manual payments on manual orders.Add Orders, Manage Orders
Manage ReturnsAdd notes, change status of return requests 
Capture FundsAccess Capture Funds from the View Orders screenManage Orders
Refund OrdersAccess Refund from the order actions drop-downManage Orders
Manage CustomersAccess View Customers and Search Customers, and sign into customer accounts. Required to manage Automatic Promotions limited by customer groups.Manage Channels
Edit CustomersEdit customer detailsManage Customers
Manage ReviewsAccess View Product ReviewsManage Products
Edit ReviewsApprove, disapprove, and edit reviewsProduct Reviews
Delete ReviewsDelete reviewsProduct Reviews
Approve SelectedThis does not currently affect anything. 
Manage Legacy CouponsAccess View Coupon Codes 
Edit Legacy CouponsAdd coupon codes (switched with Add Legacy Coupons)Manage Legacy Coupons
Add Legacy CouponsEdit coupon codes (switched with Edit Legacy Coupons)Manage Legacy Coupons
Delete Legacy CouponsDelete coupon codesManage Legacy Coupons
Manage PromotionsAccess Automatic Promotions 
Edit PromotionsEdit and sort existing Automatic PromotionsManage Promotions
Add PromotionsCreate new Automatic PromotionsManage Promotions
Delete PromotionsDelete existing Automatic PromotionsManage Promotions
Manage ChannelsView channels anywhere within the control panel. This must be enabled to view customers. This permission is necessary for channel-related functionality, so we recommend keeping it enabled. 
Manage PagesAccess Storefront › Web Pages and change sort order 
Create PagesCreate new pages. This permission gives the user direct access to change the page's HTML, including the ability to add inline scripts.Manage Pages
Edit PagesEdit existing pages. This permission gives the user direct access to change the page's HTML, including the ability to add inline scripts.Manage Pages
Delete PagesDelete existing pagesManage Pages
Manage BannersCreate, edit, and delete banners, and make them visible/invisible 
Manage Gift CertificatesView purchased gift certificates and their details. Change status and delete certificates. 
Use Image ManagerUse the Image Manager 
View LocationsAccess the Locations page, and the View Locations drop-down in the inventory editor. 
Sales Manager
Manage ProductsAccess the View Products page. Create draft or manual orders. Required to manage product discount Automatic Promotions. 
Create ProductsCreate new productsManage Products
Edit ProductsEdit, set as featured, and hide existing products. Manage Categories is also required to use Bulk Edit in the control panel.Manage Products, Product Options, Manage Brands
Delete ProductsDelete existing productsManage Products
Download Digital ProductsDownload digital product files from the product edit page in the control panel.Manage Products
Export Catalog EntitiesExport productsManage Products
Product OptionsAccess and add / edit / delete product options. This permission is required to edit products and is enabled automatically if Edit Products is active. Required to manage product discount Automatic Promotions.Manage Products
Manage CategoriesAccess the categories page, change sort order, and visibility. Create draft or manual orders. Edit Products is also required to use Bulk Edit in the control panel.Manage Channels
Create CategoriesCreate new categoriesManage Categories
Edit CategoriesEdit existing categoriesManage Categories
Delete CategoriesDelete existing categoriesManage Categories
Export OrdersExport orders 
Delete Orders (Restorable)This does not currently affect anything. 
Delete Orders (Permanently)Delete orders via API 
Restore OrdersUnarchive orders 
Order MessagesSend order messagesManage Orders
Add a CustomerAdd new customersManage Customers
Delete CustomersDelete existing customersManage Customers
Manage Customer Store CreditAdjust customer store creditManage Customers, Edit Customers
Export CustomersExport customers and newsletter subscribersManage Customers
Manage NewsAccess Storefront › Blog. This permission gives the user direct access to change the page's HTML, including the ability to add inline scripts. 
Google Shopping FeedThis does not currently affect anything. 
Google XML SitemapAccess Google XML Sitemap modal to copy sitemap URL 
Manage BrandsAccess View Brands. This permission is required to edit products and is enabled automatically if Edit Products is active. 
Add BrandsAdd new brandsManage Brands
Edit BrandsEdit existing brandsManage Brands
Delete BrandsDelete existing brandsManage Brands
Export SubscribersThis does not currently affect anything 
Store OverviewView Ecommerce Analytics' Store Overview report. Must be enabled to see Store Performance (legacy analytics) in the dashboard. 
Product StatisticsView Ecommerce Analytics' Products report 
Abandoned Cart Save AttemptsView Ecommerce Analytics' Abandoned Cart Recovery report 
Order StatisticsView Ecommerce Analytics' Order Statistics report 
Customer StatisticsView Ecommerce Analytics' Customer Statistics report 
Search StatisticsView Ecommerce Analytics' Search Statistics report 
Manage Export TemplatesCreate, copy, and edit export templates 
List Products on eBayAccess Sell on eBay settings and list products 
Manage Email Marketing SettingsEdit settings and add integrations 
Manage Abandoned Cart NotificationsCreate, edit, delete, and copy Abandoned Cart Notification emails 
List Products on FacebookList products to Facebook 
Manage Shopping Comparison SitesThis does not currently affect anything. 
Carts ReportThis does not currently affect anything. 
View InventoryView stock and low stock columns in the Product List and export inventory. When disabled, all inventory settings, except for tracking mode, are hidden when adding or editing products. 
Edit InventoryAccess the inventory manager and edit stock and low stock values in the Product List, and import inventory. 
Create ChannelsAdd channels in Channel Manager. Manage Channels
Edit ChannelsEdit channel settings and additional storefronts in Channel Manager. Manage Channels
Delete ChannelsDelete channels from Channel Manager. Manage Channels
Store Overview ReportView Ecommerce Analytics' Store Overview. Must be enabled to see Store Performance in the dashboard. 
Real Time ReportView Ecommerce Analytics' Real Time report 
Merchandising ReportView Ecommerce Analytics' Merchandising report 
Marketing ReportView Ecommerce Analytics' Marketing report 
Orders ReportView Ecommerce Analytics' Orders report 
Customers ReportView Ecommerce Analytics' Customers report 
Purchase Funnel ReportView Ecommerce Analytics' Purchase Funnel report 
Abandoned Carts ReportView Ecommerce Analytics' Carts report 
Insights ReportView Insights reports 
Manage Price ListsEdit Price ListsManage Customers, Customer Groups, Manage Categories, Manage Products, Manage Brands
System Admin
Manage UsersAccess View Users 
Add UsersCreate new usersManage Users
Edit UsersEdit existing usersManage Users
Delete UsersDelete existing usersManage Users, Edit Users
Manage Form FieldsAccess and sort Address Fields 
Add Form FieldsAdd new address fields to the checkout. Must be enabled to show up in Settings menu 
Edit Form FieldsEdit existing form fields 
Delete Form FieldsDelete existing form fields 
Manage SettingsAccess Product Filtering, Store Settings, Checkout, Inventory, Order Notifications, Returns, Gift Wrapping, Conversions, and Gift Certificate settings. Must be enabled to download the Cyberduck Connection File and manage currency-specific Automatic Promotions. 
Manage PaymentsAccess Payments and manage currency-specific Automatic PromotionsManage Settings
Manage ShippingAccess the Shipping page, create shipments, and manage shipping Automatic Promotions. Manage Orders is also required to create shipments. 
Manage Tax SettingsAccess TaxManage Customers, Customer Groups to edit basic tax rates and zones.
Manage Order SettingsManage order notification email settings 
Manage Customer Privacy SettingsManage privacy settings for customers 
Manage Abandoned Cart SettingsManage abandoned cart email settings 
Manage Cart SettingsManage cart settings 
Import Catalog EntitiesImport productsManage Products
Import CustomersImport customersManage Customers
Import Tracking NumbersImport tracking numbersManage Orders
Store DesignAccess design menus within the control panel, such as Themes, Logo, Carousel, Web Pages, Transactional Emails, and Footer ScriptsManage Channels
Design ModeAccess Page BuilderStore Design
Store LogsAccess Store Logs 
Customer GroupsCreate, edit and delete customer groups. Required to manage Automatic Promotions limited by customer groups.Manage Customers, Manage Categories
Take Store Down for MaintenanceMake the storefront inactive and set the message for visitors. This permission must be checked in order to view the store in maintenance mode and to see the setting in the control panel.Manage Settings
301 RedirectsAdd, delete, export and import 301 Redirects 
Manage DNS RecordsCreate, edit and delete DNS records 
Customize Order StatusesEdit the names of order statuses 
Manage Web AnalyticsAccess and edit web analytics tools in Data Solutions 
Manage Data WarehousesAccess and connect data warehouses in Data Solutions 
Manage Customer Data PlatformsAccess and connect customer data platforms in Data Solutions 
Create LocationsAdd new locations and duplicate existing LocationsView Locations
Edit LocationsEdit existing locations and change their statusView Locations
Delete LocationsDelete existing locations.View Locations
Manage Pickup MethodsCreate, add, and delete pickup methods 
Read WebhooksView the list of webhooks for all API Accounts belonging to this store.List store-level API accounts
Use Script ManagerAccess the Script Manager to manage third-party functionality added via apps, developers, or manually created by store users 
 
 

Editing Permissions

To enable user permissions, go to Account Settings › Users while logged in as the store owner. Click the Action button for the desired user account, then select Edit.

Choose which permissions you would like to enable for the user, then click Save.

User permissions

 

High-Risk Permissions

This setting allows the store owner to grant individual users access to the High-Risk permissions listed below:

  • Create Store-level API accounts
  • List store-level API accounts
  • Delete store-level API accounts
  • Install applications
  • Uninstall applications
  • Launch applications

Note that Two-Factor Authentication (2FA) must be set up on the store owner account to enable these permissions, and 2FA is required for any user account enabled with high-risk permissions.

Users who are granted high-risk permissions must have all other user permissions granted, or a mismatch between API and User permissions will occur. Note that this requirement does not apply to high-risk permissions – you can select to enable one or more of these permissions.

Enabling High-Risk Permissions

To enable high-risk permissions, you will need to be logged in as the store owner. Go to Account Settings › Users, click the Action button for the desired user account, then select Edit.

Scroll down to the high-risk permissions section, then select which permissions the user will have access to.

High-risk Permissions box

 

Single Click Apps

This setting grants individual users access to third-party Single Click Apps, and makes the app available from that user's control panel. This list only shows installed apps which support the Single Click App multi-user capability — apps which are not restricted for use by the store owner only. If the list is empty, then no multi-user apps are installed on the store.

Note that many third-party sales channels are apps, which can only be installed by the store owner or users with the Install applications permission.

Enabling Single Click App Permissions

Go to Account Settings › Users, click the Action button for the desired user account, then select Edit.

Scroll down to Single Click Apps and select which apps the user will have access to.

Single Click Apps permissions box.

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