When you create new users in Ordergroove, they are assigned a default set of permissions. These permissions determine which parts of the Ordergroove Admin users can view and interact with.
User Permissions Table
| Permission | Access | Notes |
| Account Manager Admin |
Manage Ordergroove accounts for your store. This includes creating accounts, deactivating/reactivating accounts and resetting account passwords. Note: This not subscriber/customer accounts; CSA covers your customers. |
|
| CSA | Access to the Customer Service tab of Ordergroove. | |
| csa.payment.change | Change the payment associated with an order or a subscription. | For this and all of the following csa. permissions: If they are not permitted, it looks like the user has the ability to make the action but when the user goes to save it gives them an error message. |
| csa.payment.delete | Delete a payment record. | Sets the payment record as inactive. |
| csa.payment.edit | Edit existing payment records. | |
| csa.payment.use_for_all | Apply a payment record to all subscriptions a customer has. | |
| csa.subscriber.create | Create new subscribers. | |
| csa.subscription.create | Create new subscriptions. | |
| Dashboard | Access the analytics tab of Ordergroove. | |
| Exports | Access the Export Reports tab in Ordergroove, giving access to subscription creation, order, cancellation and inventory exports. | |
| Incentives | Access the Promotions tab in Ordergroove. | |
| Product Tools | Access the Products tab in Ordergroove, which includes the product configuration tool and product merge tool | |
| Program Configs | Allows users to access the pages housed under the Subscriptions tab, including Emails, Enrollment (offer styling), Upsell (IU styling), Management (Subscription Manager editor and styling), and subscription settings. | This role is required to access pages that are in beta or alpha and were enabled by the Ordergroove team |
| Settings | Access to the Settings tab in Ordergroove, which houses order placement settings like CC retries, Shipping, Integrations, and Order Placement. | |
| Tools | User has access to Store Settings. |
Additional Assistance
Note: For users accessing Ordergroove through Single Sign-On (SSO), permission management works differently. Due to SSO integration limitations, individual user permissions cannot be configured on a per-user basis, as SSO user information is not directly visible within Ordergroove.
If you have any questions or need to set up more specific permissions, please reach out to the Ordergroove support team and we'll be happy to help.