Back Office Roles

Back Office has some basic roles, then bolt on roles that can be assigned to an individual. 

Basic Roles -

  • New Agent
  • Basic Agent
  • Senior Agent
  • Team Leader
  • Manager
  • Wine Advisor
  • Merchandiser
  • Administrator

Bolt On Roles -

  • Email customer from back office
  • Fraud
  • Account Adjustment
  • Higher Level Discount
  • Edit Vouchers
  • Manual Payment & PDQ
  • Subscriptions - Merchandising
  • Subscriptions - View
  • Subscriptions - Event Manager
  • Override Balance
  • Refund/Return Limit
  • Reorder Limit
  • Bulk Create & Update Reminders
  • Comment on Ratings
  • Corporate Agent
  • Corporate Customer View
  • Corporate Finance

Download the full list of Role Rules here -

Roles.xlsx

 

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