Roles and permissions
What owners, admins, staff and members can see and do in SKUFlow, from quoting and recording payments to refunds, costs and settings.
Everyone in your business has one of four roles. The roles are fixed, so you choose what someone can do by choosing their role. A role applies in one business: someone in two businesses can be an owner in one and staff in the other.
| Role | In short |
|---|---|
| Owner | Everything, including billing and deleting the business. |
| Admin | Everything except billing ownership and deleting the business. |
| Staff | Runs the day. No refunds, settings, supplier credentials or team changes, and no costs. |
| Member | Read-only: sees the work, but not payments, settings or the activity log. |
What each role can do
| Task | Owner | Admin | Staff | Member |
|---|---|---|---|---|
| See customers, requests, quotes, invoices, orders and products | ✓ | ✓ | ✓ | ✓ |
| Add and edit customers, addresses, requests, quotes and invoices | ✓ | ✓ | ✓ | |
| Send quotes and invoices, and mark a quote approved for the customer | ✓ | ✓ | ✓ | |
| See payments, and record payments and deposits | ✓ | ✓ | ✓ | |
| Refund payments | ✓ | ✓ | ||
| Delete customers, quotes and invoices | ✓ | ✓ | ||
| See costs and margins | ✓ | ✓ | ||
| Manage products, designs, artwork and online stores | ✓ | ✓ | ✓ | |
| Run orders, the production board and shipping labels | ✓ | ✓ | ✓ | |
| Send messages to customers | ✓ | ✓ | ✓ | |
| Change the pricebook, decoration prices and pricing rules | ✓ | ✓ | ||
| Connect suppliers, payments and other integrations | ✓ | ✓ | ||
| Change settings (company profile, custom fields, taxes, messaging…) | ✓ | ✓ | ||
| Read sensitive custom fields | ✓ | ✓ | ✓ | |
| See financial reports (revenue, payments, aging) | ✓ | ✓ | ✓ | |
| See the activity log | ✓ | ✓ | ||
| Invite and remove people, change roles | ✓ | ✓ | ||
| See the plan and usage, buy AI credits | ✓ | ✓ | ||
| Change the plan, the card and add-ons; see SKUFlow's invoices | ✓ | |||
| Delete the business | ✓ |
Staff can see settings pages but not change them. Members see the work, the pricebook and reports on the pipeline, but not payments or financial reports.
Rules about owners
- Only an owner can make someone an owner, invite an owner, or change or remove an owner.
- Nobody can change their own role or remove themselves (use Leave instead).
- A business always keeps at least one owner. The last owner must make someone else an owner before leaving.
What people without a permission see
Buttons for things your role can't do are hidden (for deleting) or shown greyed out with the reason (for money and sending). If you try anyway, SKUFlow names your role and says to ask an owner or admin, for example "Your role (Member) can’t do this. Ask an owner or admin."
Role changes apply within a minute. API keys and AI assistants that act for a person can never do more than that person's current role allows. See Developers.
Related
- Change someone's role
- Custom fields: sensitive fields.