Roles and permissions
What each role gives you access to, in one place. A Backoffice user gets one or more roles, and each module role has an access level. The pages in this Help Center state the role they need under Before you begin; this page is the overview.
Two kinds of role
Platform Access roles decide which part of Propeller you can open. They have no access level.
| Platform Access | Gives access to |
|---|---|
| Sales Hub | The Sales Hub sidebar: companies, product catalogue, quotes, orders and the Action Hub |
| Backoffice | The Backoffice sidebar. Without it, module roles below have nothing to open |
Module Permissions decide what you can do inside the Backoffice. Each one has an access level.
| Access level | You can |
|---|---|
| Viewer | Look, but not change |
| Editor | Change existing items |
| Owner | Create, change and delete |
Which role for which page
| To work with | You need | To create or delete, you also need |
|---|---|---|
| Companies, contacts, customers | User management | Owner on User management |
| Orders and quotes in the Sales Hub | Order Data and Sales Hub | Owner on Order Data and the User management role |
| Orders in the Backoffice | Order Data and Backoffice | Owner on Order Data and the User management role |
| Shipments | Order Data | Owner on Order Data |
| Products, categories, clusters, cluster definitions | Product Data | Owner on Product Data |
| Prices on a product, price sheets, taxes, surcharges | Pricing | Owner on Pricing |
| Favorite lists and order lists | Shop & channel, plus Product Data for favorite lists | Owner on Shop & channel |
| Warehouses and carriers | Logistics | Owner on Logistics |
| Channels, business rules, order statuses, templates, event actions, value sets | Configuration | Owner on Configuration |
| Attributes | Configuration | Owner on Configuration |
| Backoffice users | Roles & permissions | Owner on Roles & permissions |
| API keys | API Keys | Owner on API Keys |
| AI agents | Configuration | Owner on Configuration |
Presets
When you create a Backoffice user, two presets save you the clicking:
- Full Admin switches every role on with Owner access.
- Sales Representative switches on Sales Hub, User management, Product Data and Order Data with Owner access, and nothing else.
Anything else shows as Custom. See Backoffice Users for the steps and the Menu Access Preview, which shows which menu items a combination of roles opens.
Related pages
- Backoffice Users
- API Keys - keys use the same roles and access levels