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Overview

Site Store Pro uses a five-role permission system that controls what each user can see and do — from the public storefront through to the full backoffice administration panel. Every user account is assigned exactly one role.

Customer

Storefront shopping, cart, checkout, ticket submission, order history, and digital downloads.

Wholesale

Everything a Customer can do, plus access to wholesale-specific pricing tiers configured per product variant.

Admin

Full access to the entire admin panel — products, orders, CMS, helpdesk, users, settings, plugins, and more.

Order Processor

Backoffice access scoped to viewing and editing orders only.

Ticket Manager

Backoffice access scoped to viewing and replying to helpdesk tickets only.

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Role Reference Table

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What Each Role Sees

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Customer & Wholesale — The Storefront

Customers (role 1) and Wholesale users (role 2) interact entirely through the public-facing storefront. After logging in, they see:
  • Public header with your store logo
  • Navigation tabs: Tickets, Orders, Downloads
  • Profile controls (account settings, logout)
Their primary workspace is the Customer Dashboard at /dashboard, which is a tab-switched interface containing:
Displays all helpdesk tickets the customer has submitted. Customers can open existing tickets to read replies, or submit new tickets directly from this tab.
Lists all past orders associated with the customer’s account, with order status, line items, and tracking information where applicable.
Lists all digital products the customer is entitled to download, based on completed orders. Each downloadable file is accessible directly from this tab.

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Wholesale Pricing

Users with role 2 (Wholesale) automatically receive wholesale-specific prices on any product variant that has been configured with a wholesale price tier. No coupon codes or manual steps are required — pricing adjusts automatically at checkout based on the account’s role.
Wholesale prices are set per variant in Admin → Products → [Product] → Variants. A variant with no wholesale price configured will fall back to the standard retail price, even for Wholesale-role customers.

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Admin, Order Processor & Ticket Manager — The Backoffice

Users with roles 3, 4, or 5 access Site Store Pro through the backoffice administration sidebar. The sidebar and available menu items vary based on their specific role permissions.
Admins have unrestricted access to every section of the admin panel, including:
  • Dashboard — store performance overview
  • Products — full product, variant, inventory, and attribute management
  • Orders — view, edit, fulfil, and manage all orders
  • Customers / Users — create, edit, and manage all user accounts and roles
  • Helpdesk / Tickets — view, reply to, assign, and close all support tickets
  • CMS — manage pages, layouts, and content blocks
  • Settings — global store configuration, shipping zones, payment providers, email templates
  • Plugins — install and configure store plugins
  • Menu Builder — create and edit storefront navigation menus
Access to the Menu Builder is restricted to role 3 (Admin) only. All other roles, including Order Processor and Ticket Manager, will receive a 403 Forbidden response if they attempt to access it.

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Admin Dashboard Redirect

When an Admin (role 3), Order Processor (role 4), or Ticket Manager (role 5) visits /dashboard, they are automatically redirected to /admin/dashboard. The /dashboard customer workspace is intended only for Customer and Wholesale accounts.

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Managing User Roles

Roles are assigned and changed by an Admin through the user management interface.
1

Open the Admin Panel

Log in as an Admin and navigate to the admin panel at /admin.
2

Go to Users

In the sidebar, click Users. This lists all registered accounts in your store.
3

Edit the User

Find the user you want to update and click Edit, or navigate directly to:
This opens the Role & Profile Editor for that account.
4

Change the Role

In the Role & Profile Editor, select the desired role from the Role dropdown and save your changes. The new role takes effect immediately on the user’s next page load or login.

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Upgrading from a Standalone Helpdesk Installation

If you are upgrading from a version of the application that was deployed as a standalone helpdesk (before the e-commerce module was added), be aware of the following breaking change in the role ID numbering:
In the standalone helpdesk app, role 2 was the Agent role. In Site Store Pro, role 2 is now reserved for Wholesale customers. The Agent role has been renumbered to role 5 (Ticket Manager).Any existing user accounts that previously held role 2 (Agent) are automatically converted to role 5 (Ticket Manager) during the upgrade migration. No manual reassignment is needed, but you should verify your team member accounts after upgrading to confirm their roles are correct.

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Permissions Quick Reference