Staff permissions
Permissions decide what each team member can see and do in your dashboard. You grant them when you add or edit a team member, or a group, in Settings > Store > Team. This page summarizes the permission areas you can grant.
How permissions work
Per member or by group: a member has the permissions you select for them plus every permission of the groups they belong to. See Team groups.
View and manage: most areas have separate permissions to view something and to change it. Selecting a permission also selects the ones it relies on, such as viewing before managing. Clearing a permission also clears the ones that rely on it.
Without a permission: a page they cannot view does not open for them. On pages they can view but not change, saving or other actions show a message that they do not have permission.
Your plan still applies: a permission only matters for features your plan includes.
Seats: a member with any dashboard permission counts as a seated user in your plan. See Team members.
Dashboard permission areas
The dashboard lists permissions in sections, and each section expands into single permissions. The exact names and grouping you see come from Zid and can include more items, depending on your plan and services. The table summarizes the areas in plain terms.
| Area | What staff can be allowed to do |
|---|---|
| Home | View the dashboard home page. |
| Orders | View, create, edit, export and print orders; change order and payment statuses; edit product prices in orders; manage custom order statuses and status messages; request due payments; change the payment method of POS orders. |
| Abandoned carts | View, manage and export abandoned carts, and view or manage their automated messages. |
| Marketplace orders | See customer details in orders from marketplaces. |
| Products | View, create, edit and delete, import and export products; manage categories, brands and storefront filters; view quantity change history; use the deleted products bin; view or manage pre-order campaigns. |
| Inventory | View inventory locations and stock; set withdrawal priority; manage inventory addresses; request, approve, modify, send and receive stock transfers, including automatic restocking; manage stocktaking and see its financial values. |
| Customers | View, create, edit, import, export and delete customers. |
| Marketing | View or manage coupons, automatic discounts, bundle offers, bank discounts, the loyalty program, the customer wallet and blogs; manage affiliate marketing, SMS campaigns, landing pages and SEO; manage charity fostering; open Qitaf and Mokafaa. |
| Analytics and reports | View live, marketing, financial, operational, payment and product analytics; view sales, inventory and product, customer, finance and payment, and marketing reports; export them; view, edit and export custom reports. |
| Payments | View or manage payment options; view Zid Pay, its deposits, transactions and payment links; manage payment links and Zid Pay settings; request refunds; export; edit the IBAN; view or manage financing. |
| Shipping | View or manage shipping and delivery options and shipping and payment constraints; view Zid Ship shipments, waybills, packages, services and reports; manage custom shipping and Zid Ship settings; export and print. |
| Point of sale | View the POS overview and reports; view or manage cashiers and payment methods; manage invoice templates and POS settings; export; subscribe to POS. |
| Storefront and themes | Manage the store identity, buy themes, customize themes and their code, and use the custom theme development tools. |
| Mobile app | Manage the store's mobile app, push notifications and the app install prompt. |
| Manage the WhatsApp profile and connection, balance and subscription, message logs and live chat. | |
| Apps | Open the app market, manage app settings and subscriptions, open embedded apps, install script apps and use Marketplaces Connect. |
| Mazeed | View, manage and export Mazeed. |
| Store settings | View or manage store information, languages and currencies, the store domain, VAT settings, API integrations, invoice settings, markets, FAQs, legal pages, staff notifications and export requests; manage hours of operation and support tickets; view or manage the subscription. |
| Team | View or manage team members, edit their permissions and view the audit log. |
| Feature settings | View or manage checkout page options, gift options, custom fields, back-in-stock notifications, order and product properties, questions and reviews, and automated messages. |
| Wallet | View, manage and export the Zid wallet. |
| Growth | View Zid growth services. |
POS app permissions
If you use Zid POS, the permissions card has a second tab, POS app permissions (ZidPOS), for what a cashier can do in the POS app. It works like the dashboard tab, with its own Grant full permission option, and is available when your plan includes POS users. Cashiers who only have POS app permissions do not use a dashboard seat.
Permissions for sales and store settings
| Settings page | To open it | To change it |
|---|---|---|
| Checkout page options | View checkout page options | Manage checkout page options |
| Gifting settings | View gift options | Manage gift options; edit and delete products for gift add-ons |
| Invoice settings | View or manage invoice settings | Manage invoice settings |
| Order and product properties | View order and product properties | Manage order and product properties |
| Markets | View markets | Create, edit or delete markets; edit market products |
| Shipping and payment constraints | View constraints | Manage constraints |
| Tax settings | View VAT settings | Manage VAT settings |
| Fatoora (ZATCA) integration | Manage VAT settings | Manage VAT settings |
| Store information | View store information | Manage store information |
| Legal pages | Manage terms and conditions | Manage terms and conditions |
| Team members and groups | View or manage users | Manage users |
| Audit log | View users and view the audit log | Not applicable |
| Domains | Manage the store domain | Manage the store domain |
Related
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