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What is the Assistant Role?

See what Assistants can and can't do in your account, including sales figures and Reports.

Assistant members can manage almost everything in your account.

They can:

  • View and manage orders

  • Process order fulfillment

  • Add, edit, and remove products

  • Manage shipping settings

  • See sales figures on your Dashboard and order forms

  • Handle customer inquiries

  • Manage coupons and discounts

They cannot:

  • Open Reports or download the accounting CSV

  • Change your password

  • Change your email

  • Modify payment/payout settings

  • Invite/remove other team members

Assistants can run your account, but you retain control over sensitive security and ownership settings.

Only you and your Admins can open Reports. To give someone access to Reports, such as your bookkeeper, make them an Admin.

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