Administrators & Roles (ordering)

Administrators & Roles (ordering)

Find it quickly: Settings > Administrators

How do I add a new administrator?

You can add a new administrator by clicking the "Create" button that appears on the top right of your screen. Once a new user has created their profile, an email will be sent to the administrator for confirmation. 

How do I edit an administrator? 

You can edit an administrator's role by clicking on the pen icon. Here, you can choose the role you desire for each administrator.

How do I delete an administrator?

To delete an administrator in your store, navigate to Settings > Administrators. A list of your store’s administrators will appear. Find the administrator that you would like to delete and click on the trash icon on the right to remove it from your store.

A message will appear asking you to confirm that you want to delete the user. Click on the trash icon.

What happens when an Administrator is deleted?

There is nothing to worry about when removing an administrator from your Reactive Ordering store. One thing you should know is that Agents & Supervisors are associated with your orders if those are created by them from the admin panel. So, in the case one of your Agents or Supervisors created an order on behalf of the user from the admin panel this association will be removed once the administrator is removed. 

However, nothing else will happen and you can continue managing and personalizing your orders.

Available Roles & Access Rights

When you create a new administrator you can specify the access level that determines what the administrator sees. Below is a detailed explanation for each administrator role.

Superadmin:
Manages everything, has access to everything. It can also edit the roles of others but not downgrade their own role.

Staff:
Manages all orders, users, and addresses. However, they have limited access to certain pages to the admin panel and settings. More specifically:

  • cannot edit/remove payment methods
  • cannot edit the billing information or see invoices
  • cannot edit/remove custom scripts
  • cannot edit/remove other users

Supervisor:
Manages all orders, users, and addresses. However, they have limited access to certain pages to the admin panel and settings. More specifically:

  • cannot view categories
  • cannot view pages
  • cannot view files
  • cannot view navigations
  • cannot view settings
  • cannot edit/remove products
  • can view products
  • cannot edit/remove delivered orders
  • can view delivered orders
  • cannot refund orders

Call agent: 
Manages orders that they have created as well as orders created by other agents. They can only view or edit orders that were made on that day. More specifically:

  • cannot view categories
  • cannot view pages
  • cannot view files
  • cannot view navigations
  • cannot view settings
  • cannot edit/remove products
  • can view products
  • cannot edit/remove delivered orders
  • can view delivered orders
  • cannot refund orders
  • cannot change the order status
  • cannot manage order's payments
 

Content Editor:
The following role has been created to allow certain users to edit the content of your online ordering store. This could be your SEO or Marketing Agency allowing them to edit or create new landing pages for your marketing campaigns. More specifically:

  • They can only view or edit pages
  • They can only view or edit files

Accountant: 

This is usually a role to be used by organizations in order to access the orders of your storefront for accounting purposes. Thus, this role can only view and manage your customers' orders.

These roles have been created to function in your call center department and to keep things running smoothly. 
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