When managing your team, you can control what each staff member can access and do within your Storefront. Permissions are configured from the staff member's profile by clicking Edit Permissions.
Account Permissions
Every staff account must be assigned one of two account types:
Full Support Account
A Full Support Account gives the staff member complete access to your Storefront. They will:
- Be available for scheduling and order assignments
- Have full access to all agents and all properties
- Be able to view and manage all areas of the Storefront by default
This is the recommended option for team members who need unrestricted access.
Limited Support Account
A Limited Support Account restricts the staff member to only the work assigned to them. They will:
- Be available for scheduling
- Only have access to the orders they are personally assigned to
- Only be able to upload and edit media for the property site associated with their assigned orders
This is ideal for contractors, photographers, or other team members who should only see their own assignments.
Access Permissions
In addition to the account type, you can grant or revoke specific capabilities using the checkboxes below. These permissions apply regardless of whether the account is Full or Limited.
Enabling any of these permissions below will allow the staff member to see product/package pricing:
Manage Orders & Schedules
When enabled, the staff member can view and edit orders, assignments, schedules, and other staff accounts. This is typically given to office managers or team leads who need to coordinate work across the team.
Manage Storefront Settings
When enabled, the staff member can view and edit all Storefront settings, including Products, Packages, and other configuration options. Only grant this to staff who need to make changes to what you offer or how your Storefront is set up.
Manage Client Payment Methods
When enabled, the staff member can view, edit, and charge payment methods on file for clients. Because this involves sensitive financial information, only grant this to trusted staff who handle billing.
Access Store Reports
When enabled, the staff member can view and run reports found on the Storefront Reports dashboard. This is useful for staff who need visibility into business performance without necessarily having full admin access.