Does none of the standard roles fit a team member's work? Build a role yourself. You choose exactly which permissions the role gets, for example for a graphic designer who only creates content.
Creating a new role
Go to Settings > Roles. This is where you find the standard roles, which you can view.
Click New role.
Enter a name under Role name, for example "Graphic designer".
Switch on the permissions the role needs in each group.
Save the role.
On the right side of the screen, you see an overview of the access you have granted. Each group also shows how many permissions are switched on, for example "2 of 4". You can always change the role later.
Permissions per group
The permissions are divided into four groups. Some permissions only work together with another permission. This is shown in the Requires column.
Read Managing user roles and permissions for what each permission covers exactly.
Management
Permission | What it gives | Requires |
Manage billing | Plan, payment method and invoices. |
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Manage users | Invite users, change their role and create roles. |
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Manage settings | Email settings, languages, order statuses and preference groups. |
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Manage integrations | Apps, API credentials, MCP tokens and sending domains. |
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Full-access API credentials and MCP tokens require all shop permissions.
Content
Permission | What it gives | Requires |
Edit content | Create and change campaigns, flows, templates and pop-ups. |
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Publish and send | Send campaigns and switch flows, triggers and pop-ups on. | Edit content |
Delete content | Delete campaigns, flows, segments and templates. | Edit content |
Manage discount codes | Create and change discount codes. |
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Customers
Permission | What it gives | Requires |
View customers | Profiles, segments and who received which email. |
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Edit customers | Add, change and delete profiles and their subscriptions. | View customers |
Import and export customers | CSV imports and exports, and audience syncs. | View customers |
Reports
Permission | What it gives | Requires |
View reports | Opens, clicks and results on every report. |
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View revenue and orders | Revenue, orders and order value in reports. | View reports |
Export reports | Download report tables as CSV. | View reports |
Note: Without View revenue and orders, the conversion rate stays visible. It gives an indication of the number of orders.
Assigning the role to a user
Go to Settings > General > Users.
Edit the user who gets the new role.
Select the new role.
Save the change.