Roles and permissions

Every team member has one role. The Team page shows it next to each member as OWNER, ADMIN or AGENT.

Owner

The Owner can do everything. The person who installs ZenReturn signs in as the Owner, and so does the Shopify account owner of the store. Nobody can invite, remove or change the role of the Owner.

Admin

Admins can do everything with returns, open every Settings page, and open the Team page and its Audit log. They can invite members, resend invites, and remove Agents or change their role. Only the Owner can change the role of an Admin or remove an Admin. On the Team page, an Admin sees no Make Agent or Remove button next to another Admin.

Agent

Agents work on returns. They can open Overview, Returns, Analytics, Gift cards and Plans & billing, but not the Settings pages or the Team page.

Agents can perform every action on a return, including refunds, store credit, gift card reveal and Mark refunded, and each one is recorded in the audit log.

Change a role

1. Open Team.
2. Next to the member, select Make Admin or Make Agent.

Nobody can change their own role. The Audit log records every invite, removal and role change.