This guide is for store owners and admins. It explains the three store roles, every permission you can give staff, and how to set up custom roles on Pro and Ultimate.
Whatever their permissions, everyone on the team can open Overview, the Products list, Reviews and Notices. Analytics, and the revenue and charts on the Overview, need See analytics. Once your store uses approvals, everyone also sees Approvals, where staff follow their own requests.
Anything else in the sidebar appears only when someone has a permission that opens it.
Permissions
These are the permissions Enviglo checks. Owners and admins have all of them.
Products
Permission
What it allows
Where it shows up
Edit products
Create products and change their details, media, files and delivery.
The New product button, a product's Details, Delivery and Media tabs, and making and editing Services
Publish products
Publish, unpublish, archive and schedule products.
Publishing controls on a product, and publishing services
Prices and sales
Change prices, bundles and run sales.
A product's Pricing tab, and Discounts
Delete products
Delete products and file versions.
Deleting products, files and services
Any one of these opens a product. Each tab then needs its own permission.
Orders
Permission
What it allows
Where it shows up
See sales and customers
Sales, licenses, and the customer list.
Orders → Purchases, Licenses and Customers, and /stats in Discord
Grant licenses
Give someone a product, here or with the Discord bot.
Grant license, and /give in Discord
Revoke licenses
Take a product away, or give it back.
Revoke and Restore on a license, and /revoke in Discord
Transfer licenses
Move a license to another customer.
Transfer on a license, and /transfer in Discord
Giveaway codes
Make and switch off codes that give a product away.
Codes
Manage customers
Ban customers, and keep notes on them.
Bans and notes on a customer's page
See analytics
Revenue, views, buyers and best customers.
Analytics, and the Analytics tab on Overview
Staff need See sales and customers to open the Licenses and Customers pages, which is where licenses are granted, revoked and transferred and customers are banned. Tick it alongside those permissions.
Messages
Permission
What it allows
Where it shows up
Reply to messages
Answer customers' messages.
Messages, and messaging a customer from their page
Handle requests
Quote for and update commission requests, and write in their conversations.
Orders → Requests
Reviews
Permission
What it allows
Where it shows up
Remove reviews
Take down reviews that break the rules.
Removing reviews under Reviews and on a product's Reviews tab
Store
Permission
What it allows
Where it shows up
Store settings
Profile, branding, links and categories.
Settings → Store and Selling
Promote
Run ad campaigns and spend ad credit.
Promote
Integrations
Roblox, Discord, API keys, webhooks and the in-game hub.
Settings → Integrations. An API key they make can only do what they can do themselves.
Audit log
See everything that has happened in the store, including codes and webhook addresses.
Audit log
Approve changes
Approve or turn down changes that need a manager's say-so.
Deciding on requests under Approvals. Their own changes never wait for approval.
Store notifications follow permissions too. Staff hear about sales only with See sales and customers, new messages only with Reply to messages, custom requests only with Handle requests, new reviews only with Remove reviews, and requests for approval only with Approve changes.
Tick permissions for one person
Every plan can give each staff member their own set of permissions by ticking areas. On Free, where custom roles aren't available, it's the only way. Each area stands for a group of the permissions above.
Area
Gives them
Products
Edit products, Publish products, Prices and sales, Delete products
Licenses
See sales and customers, Grant licenses, Revoke licenses, Transfer licenses, Giveaway codes, Manage customers, See analytics
Reviews
Remove reviews
Settings
Store settings, Promote
Integrations
Integrations
Messages
Reply to messages, Handle requests
Audit log and Approve changes aren't in any area. Staff can only get them from a custom role.
To change what a staff member can do:
In your store's dashboard, open Settings → Team.
Under Members, select the button on their row that shows what they can do now.
Tick the areas they need. If your store has custom roles, set Access to Permissions ticked for them first.
Select Save.
They get a notification saying what they can now manage. Unticking everything leaves them able to look around the dashboard but not change anything.
Custom roles (Pro and Ultimate)
A custom role is a named set of permissions, like "Support" or "Builder", that you put staff on. Change the role and everyone on it changes with it. Roles are built from the individual permissions, so you can go finer than the six areas: let someone grant licenses but not revoke them, or edit products without touching prices.
Pro stores can have 5 custom roles and Ultimate stores 20. Free stores can't make them. The Roles section shows how many you've used. Custom roles are only for staff, because owners and admins already hold every permission.
Create a role
Open Settings → Team and go to Roles.
Select New role.
Give it a Name of up to 32 characters. Optionally add What it's for.
Tick what staff on the role can do. Permissions are grouped into Products, Orders, Messages, Reviews and Store. All ticks a whole group and Clear unticks it.
Select Create role.
Anything left unticked, staff on the role can see but not change.
Put staff on a role
Someone already on the team: select the button on their row under Members, pick the role under Access, then select Save. They're told what the role lets them do.
Someone new: when you invite them as staff, pick the role under Access on the invite form.
To take someone off a role, pick Permissions ticked for them under Access, tick what they need, and select Save.
Edit a role
Select Edit on the role, make your changes, then select Save role. The changes apply straight away to everyone on it.
Delete a role
Select the delete button on the role, then Delete role. People on it go back to the permissions ticked for them. Anyone who joined straight onto the role has nothing ticked, so they can look but not change anything until you give them some.
If your store moves to Free
Staff on a custom role keep their access. You can't create, edit or assign roles until you're on Pro or Ultimate again, but you can still delete them or take people off them.
Switching someone between admin and staff
Only the owner can do this, from the dropdown on the person's row under Members. Moving someone from admin to staff starts their access again with Licenses only, off any custom role. See Invite your team.
Troubleshooting
"You do not have permission to do that." Your role doesn't include the permission for what you tried. Ask an owner or admin to add it.
A staff member can't see a page they need. Check the permission that opens it in the tables above. For licenses and customers, they also need See sales and customers.
"Custom roles come with the Pro and Ultimate plans." Your store is on Free. Tick permissions per person instead, or upgrade. See Plans, limits and fees.
The New role button says "Your plan's 5 roles are in use". Delete a role you don't need, or move to Ultimate for 20.
"There's already a role with that name." Role names must be different within a store.
"Tick at least one thing this role can do." A role needs at least one permission.