How do I manage team roles and permissions?
Create roles, control access and give each team member the permissions they need to manage your store.
Admin
Last Update 1 เดือนที่แล้ว
Dash to Cart lets store owners manage team access through Team Members and Team Roles.
You can invite people to your store, assign one or more roles, and control what each role can view or manage.
Step 1: Open Team Members
From your Dash to Cart store dashboard, go to: Settings → Team Members
Under Team Access, you will see two sections:
Use Team Memberships to manage people.
Use Team Roles to manage permissions.
Step 2: Open Team Roles
Select: Team Roles
This is where you can review existing roles or create a new one.
Dash to Cart includes system roles such as Owner, while merchants can also create custom roles for different responsibilities.
Step 3: Create a new role
Select the option to add a new Team Role.
Enter:
Choose a name that clearly reflects the person’s responsibilities.
Examples:
Under Authorisation Scopes, choose what the role is allowed to access.
Permissions can include areas such as:
Depending on the feature, permissions may include:
Read — allows the team member to view information.
Manage — allows the team member to create, edit or manage information.
Some areas may also include additional permissions such as Send or Create.
Step 5: Pay attention to permission dependencies
Some permissions require another permission to be enabled first.
For example, a Manage permission may require the corresponding Read permission.
Dash to Cart shows these dependencies in the Team Role interface and may prevent you from enabling a permission until you select the required access.
This helps avoid creating roles with incomplete permission combinations.
Step 6: Save the Team Role
Once the permissions are correct, save the role.
You can then assign the role to team members or include it when inviting someone to your store.
How do I assign a role to a team member?
Go to: Settings → Team Members → Team Memberships
From here, you can review existing members and their assigned roles.
When editing a team membership, select the appropriate Team Role and save your changes.
How do I invite a new team member?
From Team Memberships, select: Invite Team Membership
Enter the person’s email address and choose one or more Team Roles.
Send the invitation.
The invited person will receive an email with a link to join your Dash to Cart store. They can sign in or create a Dash to Cart account, then accept or reject the invitation.
Can someone have more than one role?
Yes. The invitation workflow lets you select one or more Team Roles for a team member, as needed.
Use multiple roles only when the person genuinely requires access across different responsibilities.
What is the Owner role?
Owner is a system Team Role associated with the store owner. It has broad store permissions and is managed differently from normal custom roles.
Avoid treating Owner as a standard staff role.
What is a Read Only role?
A Read Only role can be useful for people who need visibility into store information without being able to make changes.
For example, this may suit:
The exact access depends on the permissions configured for that role.
How should I decide which permissions to give someone?
Give each team member only the access they need for their responsibilities.
For example:
Marketing
Coupons, Bundle Discounts, Sale Sessions and Email.
Product Manager
Products and Collections.
Operations
Orders and Shipping Rates.
This approach keeps store access easier to manage and reduces unnecessary permissions.
Can I remove a team member?
Yes. Go to: Settings → Team Members → Team Memberships
Select the relevant team member and use the available delete or removal action. You can also cancel a pending invitation if the person hasn't joined yet.
Can I edit a role later?
Yes. Open Team Roles, select the relevant custom role and update its permissions where available.
Review existing team memberships after making major permission changes, as anyone assigned to that role may be affected.
You can invite people to your store, assign one or more roles, and control what each role can view or manage.
Step 1: Open Team Members
From your Dash to Cart store dashboard, go to: Settings → Team Members
Under Team Access, you will see two sections:
- Team Memberships
- Team Roles
Use Team Memberships to manage people.
Use Team Roles to manage permissions.
Step 2: Open Team Roles
Select: Team Roles
This is where you can review existing roles or create a new one.
Dash to Cart includes system roles such as Owner, while merchants can also create custom roles for different responsibilities.
Step 3: Create a new role
Select the option to add a new Team Role.
Enter:
- Name
- Description
Choose a name that clearly reflects the person’s responsibilities.
Examples:
- Customer Support
- Order Management
- Marketing
- Product Manager
- Read Only
Under Authorisation Scopes, choose what the role is allowed to access.
Permissions can include areas such as:
- Audience
- Bundle Discounts
- Collections
- Coupons
- AI Usage
- Orders
- Products
- Sale Sessions
- Shipping Rates
- Team Memberships
- Team Roles
- Store Updates
Depending on the feature, permissions may include:
Read — allows the team member to view information.
Manage — allows the team member to create, edit or manage information.
Some areas may also include additional permissions such as Send or Create.
Step 5: Pay attention to permission dependencies
Some permissions require another permission to be enabled first.
For example, a Manage permission may require the corresponding Read permission.
Dash to Cart shows these dependencies in the Team Role interface and may prevent you from enabling a permission until you select the required access.
This helps avoid creating roles with incomplete permission combinations.
Step 6: Save the Team Role
Once the permissions are correct, save the role.
You can then assign the role to team members or include it when inviting someone to your store.
How do I assign a role to a team member?
Go to: Settings → Team Members → Team Memberships
From here, you can review existing members and their assigned roles.
When editing a team membership, select the appropriate Team Role and save your changes.
How do I invite a new team member?
From Team Memberships, select: Invite Team Membership
Enter the person’s email address and choose one or more Team Roles.
Send the invitation.
The invited person will receive an email with a link to join your Dash to Cart store. They can sign in or create a Dash to Cart account, then accept or reject the invitation.
Can someone have more than one role?
Yes. The invitation workflow lets you select one or more Team Roles for a team member, as needed.
Use multiple roles only when the person genuinely requires access across different responsibilities.
What is the Owner role?
Owner is a system Team Role associated with the store owner. It has broad store permissions and is managed differently from normal custom roles.
Avoid treating Owner as a standard staff role.
What is a Read Only role?
A Read Only role can be useful for people who need visibility into store information without being able to make changes.
For example, this may suit:
- Analysts
- Advisers
- Finance reviewers
- External collaborators
The exact access depends on the permissions configured for that role.
How should I decide which permissions to give someone?
Give each team member only the access they need for their responsibilities.
For example:
- Customer Support
- Orders and Audience access.
Marketing
Coupons, Bundle Discounts, Sale Sessions and Email.
Product Manager
Products and Collections.
Operations
Orders and Shipping Rates.
This approach keeps store access easier to manage and reduces unnecessary permissions.
Can I remove a team member?
Yes. Go to: Settings → Team Members → Team Memberships
Select the relevant team member and use the available delete or removal action. You can also cancel a pending invitation if the person hasn't joined yet.
Can I edit a role later?
Yes. Open Team Roles, select the relevant custom role and update its permissions where available.
Review existing team memberships after making major permission changes, as anyone assigned to that role may be affected.