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Roles & Permissions

Roles and permissions control access for different user types, ensuring that only authorized users can make changes with appropriate approval processes for high-risk operations.

Overview​

Roles and permissions ensure that team members have the right level of access to merchandising features. Roles are configured in the Teams tab, and each user is assigned a role that determines what they can view and modify.

Managing Roles in the Teams Tab​

Viewing Team Members​

  1. Navigate to Operations → Teams (or go directly to the Teams tab)
  2. View the list of all team members and their assigned roles

Assigning Roles to Users​

  1. Go to the Teams tab
  2. Find the user you want to assign a role to
  3. Click on the user's current role (or the Edit button)
  4. Select a role from the dropdown:
    • Owner: Full access to all features and settings
    • Developer: Technical access for integrations and API usage
    • Merchandiser: Can create and edit merchandising rules, view analytics
    • Analyst: Read-only access to analytics and reporting
    • (Additional roles may be available based on your plan)
  5. Click Save to apply the role

Creating Custom Roles (if available)​

  1. In the Teams tab, click Manage Roles or Role Settings
  2. Click Create New Role
  3. Enter a role name (e.g., "Senior Merchandiser", "Content Manager")
  4. Configure permissions by toggling access for:
    • Merchandising Controls: Create/edit boost/bury, pinning, exclusions, campaigns
    • Ranking Strategy: Modify LLM ranking settings, personalization, intent handling
    • Analytics: View analytics, export data
    • Experimentation: Create and manage A/B tests
    • User Management: Invite users, assign roles
    • Settings: Modify account settings
  5. Set approval requirements for high-risk changes (if applicable)
  6. Click Save Role

Role Examples​

Owner​

  • Full access to all features and settings
  • Can manage users and roles
  • Can approve high-risk changes
  • Can modify account settings

Developer​

  • Technical access for integrations and API usage
  • Can view analytics and technical metrics
  • Typically read-only for merchandising controls (unless specifically granted)

Merchandiser​

  • Can create and edit merchandising rules (boost/bury, pinning, exclusions, campaigns)
  • Can view analytics and export data
  • May require approval for high-risk changes (e.g., deleting rules, major campaign changes)
  • Cannot modify user roles or account settings

Analyst​

  • Read-only access to analytics and reporting
  • Can export data for analysis
  • Cannot make any merchandising changes
  • Cannot view or modify user settings

Approval Workflows​

For high-risk changes, approval workflows can be configured:

  1. Navigate to Operations → Workflows
  2. Configure which actions require approval:
    • Deleting merchandising rules
    • Major campaign changes
    • Ranking strategy modifications
    • User role changes
  3. Set who can approve (e.g., Owners, specific roles)
  4. Configure notification settings for approval requests

When a user attempts a change that requires approval:

  1. The change is submitted for review
  2. Approvers receive a notification
  3. Approvers can review and approve or reject the change
  4. The user is notified of the decision

Best Practices​

  1. Principle of least privilege: Grant minimum necessary permissions—only give users access to what they need
  2. Use appropriate roles: Assign roles that match job functions (e.g., merchandisers get Merchandiser role, analysts get Analyst role)
  3. Require approvals: Enable approval workflows for high-risk changes to prevent mistakes
  4. Review regularly: Periodically review team member roles and permissions to ensure they're still appropriate
  5. Document roles: Keep clear documentation of what each role can do
  6. Audit access: Regularly check who has access to what features