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Who uses ZetOrder, at which level, and what each role can do. Same people and seats as Settings › Users & access.
Order management: every channel, allocation, tracking and returns. It runs on its own and reuses your existing vehicles, drivers and customers.
Your ZetOrder role is Member. This page is for other roles.
Your ZetOrder role is No access. Your admin decides who gets ZetOrder and with which role.
Roles come from ZetMove. You choose who holds which one.
Runs ZetOrder: every channel and order, allocation rules, return policy, roles and seats.
Sees every order on every channel
Leads the order desk: every order, approvals for returns, refunds and cancellations, reports.
Sees every order on every channel
Works the order queue: creates and processes orders, allocates stock, handles cancellations.
Sees the orders of their team
Variant of Member for the support desk: tracks orders, talks to customers, raises returns.
Sees every order, read-only lines
What each role can do per area of ZetOrder, and on which records.
| Area | Order adminAdmin | Order managerMaintainer | Order executiveMember | Customer supportMember |
|---|---|---|---|---|
| Orders & processing | AllEverything | AllEverything | TeamView · Create · Edit | AllView |
| Sales channels | AllEverything | AllView · Edit | AllView | |
| Allocation | AllEverything | AllEverything | TeamView · Create · Edit | |
| Order tracking | AllEverything | AllEverything | TeamView | AllView |
| Returns & exchanges | AllEverything | AllEverything | TeamView · Create | AllView · Create · Edit |
| Cancellations | AllEverything | AllEverything | TeamView · Create | AllView · Create |
| Customers | AllEverything | AllEverything | AllView · Create · Edit | AllView · Create · Edit |
| Reports | AllEverything | AllEverything | ||
| Settings & access | AllEverything |
Site = records at the person's hub, depot, store or branch. Team = their teams in Settings › Teams. Own = records assigned to them.
Who sees these fields in full. Everyone else sees them masked, like •••• 4821, and every unmasked view is logged.
| Field | Order admin | Order manager | Order executive | Customer support |
|---|---|---|---|---|
| Customer phone & address | Full | Full | Full | Full |
| Order value, cost & margins | Full | Full | Masked | Masked |
| Refund & payment detailsCard numbers are never shown, only the last 4 digits | Full | Full | Masked | Masked |
Every change to who has ZetOrder and with which role, made here or in Settings › Users & access. Kept for 2 years; Undo puts the previous role back.
People already in your workspace. New people are invited from Users & access.
Can someone do something in ZetOrder? See why, step by step.