Help CenterHelp Center / Team and security · Reference
The menus of the three specialist manager roles and the condition behind each item.
These three roles each get a short menu for one area of the shop. The form tags all three Full panel. See Staff roles.
The menus appear once the shop is approved.
"Owns the catalogue." Lands on the products list.
| Menu item | Shown when |
|---|---|
| Products | The shop's package includes products |
| Categories | The shop's package includes product categories |
| Locations & stock | The shop has more than one active location |
| Stock control | Stock tracking is on, or stocktakes are already recorded |
| Reviews | The shop's package includes orders |
| Google categories | Sales channels are enabled for the shop |
Start with the catalogue overview and Locations and stock.
"Looks after your customers." Lands on the customers list.
| Menu item | Shown when |
|---|---|
| Point of sale | The POS add-on is bought, or POS shifts are already recorded |
| Reports | The shop's package includes reports |
| Customers | The shop's package includes customers |
A Sales Manager opens the sales reports, but customer phone numbers, e-mail addresses and addresses in reports are for the owner and the Manager only. See Who can see reports.
The role panel on the form also lists "Manages vendor types". There is no vendor types item in the Sales Manager's menu.
See the customers overview.
"Runs promotions." Lands on the coupons list.
| Menu item | Shown when |
|---|---|
| Coupons | Coupons are switched on |
| Send Push Notifications | Always |
| Abandoned carts | The plan includes abandoned-cart recovery, or reminders were already sent. Read-only for this role |
| Back in stock | Stock tracking is on. Read-only for this role |
| Customer lifecycle | The shop's package includes reports |
A Marketing Manager does not get the Reports menu. Customer lifecycle is the one report page in this role's menu.
See the marketing overview.
A missing item means its feature is off or not in your plan, not that the person lacks a permission. The owner checks Shop › Features. See Turn features on and Why menus and fields differ between shops.