> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sitestorepro.com/llms.txt
> Use this file to discover all available pages before exploring further.
# User Roles and Permissions in Site Store Pro
> Learn Site Store Pro's five user roles: Customer, Wholesale, Admin, Order Processor, and Ticket Manager, including what each can access and how admins assign roles.
## 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.
Storefront shopping, cart, checkout, ticket submission, order history, and digital downloads.
Everything a Customer can do, plus access to wholesale-specific pricing tiers configured per product variant.
Full access to the entire admin panel — products, orders, CMS, helpdesk, users, settings, plugins, and more.
Backoffice access scoped to viewing and editing orders only.
Backoffice access scoped to viewing and replying to helpdesk tickets only.
***
## Role Reference Table
| Role | Role ID | Access Summary |
| ------------------- | ------- | ----------------------------------------------------------------------------------------------- |
| **Customer** | `1` | Storefront, cart, checkout, ticket submission, ticket history, order history, digital downloads |
| **Wholesale** | `2` | All Customer access + wholesale pricing tier on product variants |
| **Admin** | `3` | Full admin panel — tickets, users, settings, products, CMS, plugins, all configuration |
| **Order Processor** | `4` | Admin panel access scoped to viewing and editing orders |
| **Ticket Manager** | `5` | Admin panel access scoped to viewing and replying to helpdesk tickets |
***
## What Each Role Sees
### 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.
#### 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.
***
### 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.
Order Processors have access only to the **Orders** section of the admin panel. They can:
* View all orders and their current status
* Edit order details (shipping address, line items, status updates)
* Mark orders as fulfilled, shipped, or cancelled
Order Processors cannot access products, CMS, settings, user management, tickets, or any other admin area.
Ticket Managers have access only to the **Helpdesk / Tickets** section of the admin panel. They can:
* View all support tickets
* Read full ticket conversation threads
* Post replies to customers
* Update ticket status (open, pending, closed)
* Assign tickets to other agents
Ticket Managers cannot access orders, products, CMS, settings, user management, or any other admin area.
#### 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.
***
## Managing User Roles
Roles are assigned and changed by an Admin through the user management interface.
Log in as an Admin and navigate to the admin panel at `/admin`.
In the sidebar, click **Users**. This lists all registered accounts in your store.
Find the user you want to update and click **Edit**, or navigate directly to:
```text theme={null}
/admin/users/{user}/edit
```
This opens the **Role & Profile Editor** for that account.
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.
***
## 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.
| Old Role (Standalone Helpdesk) | Old ID | New Role (Site Store Pro) | New ID |
| ------------------------------ | ------ | ------------------------- | ------ |
| Agent | `2` | Ticket Manager | `5` |
| *(new)* Wholesale Customer | — | Wholesale | `2` |
***
## Permissions Quick Reference
| Feature / Area | Customer (1) | Wholesale (2) | Admin (3) | Order Processor (4) | Ticket Manager (5) |
| --------------------------------- | :----------: | :-----------: | :--------: | :-----------------: | :----------------: |
| Storefront browsing | ✅ | ✅ | ✅ | ✅ | ✅ |
| Cart & checkout | ✅ | ✅ | ✅ | ✅ | ✅ |
| Wholesale pricing | ❌ | ✅ | ❌ | ❌ | ❌ |
| Customer dashboard (`/dashboard`) | ✅ | ✅ | ↪ redirect | ↪ redirect | ↪ redirect |
| Submit & view tickets | ✅ | ✅ | ✅ | ❌ | ✅ |
| Order history | ✅ | ✅ | ✅ | ✅ | ❌ |
| Digital downloads | ✅ | ✅ | ✅ | ❌ | ❌ |
| Admin panel | ❌ | ❌ | ✅ | ✅ | ✅ |
| Manage products | ❌ | ❌ | ✅ | ❌ | ❌ |
| Manage orders | ❌ | ❌ | ✅ | ✅ | ❌ |
| Manage tickets | ❌ | ❌ | ✅ | ❌ | ✅ |
| CMS & settings | ❌ | ❌ | ✅ | ❌ | ❌ |
| Menu Builder | ❌ | ❌ | ✅ | ❌ | ❌ |
| User management | ❌ | ❌ | ✅ | ❌ | ❌ |
| Plugins | ❌ | ❌ | ✅ | ❌ | ❌ |