User Role Definitions

There are many different roles that can be assigned to users in the Command Console. Roles control what menus a user can see, as well as what commands they can see and click on each menu. Roles also dictate what a user can do when using a feature as well as how much they can change or what they can affect.

For more about how user roles work, see About User Roles. To learn how to assign user roles, see Creating and Editing Users.

The table below outlines the roles that can be assigned to users in the Command Console. Some notes about this table:

Whether a role is set at the site or company level determines whether the tasks you perform are done just for the selected site, or for all sites within a company.
The menu paths will help you identify how to find those features and pages where you can perform the actions the role allows you to do.

Name	Level	Ability To	Menu and/or Path
Backup Media Manager	Site	Create and edit Backup Media Configurations.	Marketing > Backup Media Service > Manage Configurations
Bid Management	Company	View the Bid Management Dashboard for one or more sites owned by the company.	Reports > Marketing Dashboard > Bid Management Dashboard
Bid Management	Site	View the Bid Management Dashboard only for that particular site.	Reports > Marketing Dashboard > Bid Management Dashboard
Catalog Manager	Company	View and edit catalogs (but not create).	Catalog > Catalogs and Categories > Manage Catalogs
		Create, edit, and delete categories.	Catalog > Catalogs and Categories > Manage Categories
		Create, edit, copy, retire, deploy, search, and view products.	Catalog > Products > Manage Products
		Manage digital rights for products.	Catalog > Products > Manage Products
		Use the Catalog Import and Export features.	All "Import and Export" menu options within the Catalog menu.
		Configure the Product Import and Export spreadsheet.	Catalog > Products > Import and Export Products (click "Configure Product Import & Export" in the taskbar)
		Use the marketStream Intersite feature.	Catalog > marketStream Channel
		Preview your store and the following objects on your store: products, styles, themes, content layouts, custom pages, offers, site templates, and Site Optimizer tests. Note: The ability to preview your store has been separated from the ability to place a test order on your store. To preview your store you need this role or one of the many others that now have the ability to preview. To place a test order you need Test Order ManagerA user role that allows the user to preview the store and place test orders. Search this file for the "user role definitions" topic for more information..	Preview Store link in the icon well at the upper-right corner of the page. See example.
Catalog Supervisor	Company	Use the Nitro feature.
Charge Manager	Company	Look up orders in fraud.	Fraud
Client Credit Manager	Site	Manage Client Credit Plus accounts (create, apply payments, set limits, and so on).	Administration > Site > Manage Client Credit Plus
Client Credit Manager	Site	Edit the Payment Method settings on the Configure Site Settings page.	Administration > Site > Configure Site Settings
Client Credit Payments	Site	Enter payments and adjustments for funds received to increment the amount of credit available.	Administration > Site > Manage Client Credit Plus
Client Ticket Manager	Company	Use the client ticketing feature.
Company Manager	Company	Use the Company Import and Export feature.	Administration > Company > Import and Export Company Hierarchy
		Define company defaults on the Configure Default Values page.	Administration > Company > Configure Product Setup (click "Configure Default Values" in the taskbar). Note: You must have Catalog Manager to access the Configure Product Setup page.
		Use the SKU Mapping Import and Export feature. **	Administration > Company > Import and Export SKU Mapping
		Use the Partner Data Import and Export feature. **	Administration > Company > Import and Export Partner Data
Compare Page Manager	Site	Create and edit compare pages.	Storefront > Store Builder > Manage Compare Pages
Compare Page Manager	Site	Preview your store and the following objects on your store: products, styles, themes, content layouts, custom pages, offers, site templates, and Site Optimizer tests. Note: The ability to preview your store has been separated from the ability to place a test order on your store. To preview your store you need this role or one of the many others that now have the ability to preview. To place a test order you need Test Order ManagerA user role that allows the user to preview the store and place test orders. Search this file for the "user role definitions" topic for more information..	Preview Store link in the icon well at the upper-right corner of the page. See example.
Content Manager	Site	Create, edit, preview, copy, deploy, and view history* for themes and styles.	Storefront > Store Builder > Manage Themes, Manage Styles
		Use Store Builder files.	Storefront > Store Builder > Files
		Create, delete, and view history* for storefront links.	Storefront > Links and Parameters > Manage Links
		View compare pages (but not edit or create them).	Storefront > Store Builder > Manage Custom Pages
		View the Configure Site Settings page, and configure some of the settings on that page.	Administration > Site > Configure Site Settings
		Enable or disable target segments for Backup Media.	Administration > Site > Configure Site Settings
		Preview your store and the following objects on your store: products, styles, themes, content layouts, custom pages, offers, site templates, and Site Optimizer tests. Note: The ability to preview your store has been separated from the ability to place a test order on your store. To preview your store you need this role or one of the many others that now have the ability to preview. To place a test order you need Test Order ManagerA user role that allows the user to preview the store and place test orders. Search this file for the "user role definitions" topic for more information..	Preview Store link in the icon well at the upper-right corner of the page. See example.
Customer Service Approver (CSA)	Company	Approve returns, refunds, and replacements that are pending or requiring further approval.	Customer Service
Customer Service Configuration Manager	Site	Use the Configure Customer Service Settings page in Administration to configure certain Customer Service features such as reason codes; and approval levels for returns, refunds, and replacements.	Administration > Site > Configure Customer Service Settings
Customer Service Representative (CSR)1	Company	Use most Customer Service features, including order look up, refunds, returns, and so on.	Customer Service
Customer Service Supervisor (CSS)1	Company	Use all Customer Service features, including the ability to override site settings for CS features.	Customer Service
Denied Parties Representative	Company	Fraud role.
Digital River Connect Developer	Site	Creates and manages application keys that allow access to Digital River Connect APIs.	Administration > Company > Manage Application Keys
Dispute Manager	Company	Fraud role.
Fee Administrator	The Fee Administrator and Fee Approver roles are not assigned in the Command Console (they are assigned in another system called "Big Blue"). These roles provide access to the System Fees and Company Fees features (including the bulk import and export tool) and they can be assigned to both internal and client users. Users do not need the Fee Administrator or Fee Approver roles to view what fees have been assigned to a specific product. Fee Administrator Create/edit/delete/deploy/retire company fees Create/edit jurisdictions View system fees Use the bulk import and export tool (company fees only) Fee Approver Create/edit/delete/deploy/retire company fees Create/edit/delete/deploy/retire system fees Create/edit/delete/deploy/retire jurisdictions or classifications within a fee Use the bulk import and export tool (company and system fees)
Fee Approver
File Upload Manager	Site	Upload and download resources files (images, CSS, etc.) in Site Implementation in Store Builder.	Store Builder > Site Implementation > Upload Resources Store Builder > Site Implementation > Download Resources
File Upload Manager	Site	Upload and download resource files (images, CSS, etc.) in Templates in Administration.	Administration > Templates > Upload Resources Administration > Templates > Download Resources
Fraud Manager	Company	Fraud role.
Fraud Representative	Company	Fraud role.
Fraud Representative APAC	Company	Fraud role.
Fraud Representative UK	Company	Fraud role.
Integration Configurations Manager	Company	Create and edit custom integrations.	Administration > Company > Manage Custom Integrations
Lifetime Value	Company	View the Lifetime Value dashboard.	Reports > Marketing Dashboard > Lifetime Value
Legal Agreement Manager	Company	View and approve legal agreements.	Administration > Company > Legal Agreements
Merchandising Dashboard	Company	View the Merchandising Dashboard for one or more sites owned by the company.	Reports > Marketing Dashboard > Merchandising
Merchandising Dashboard	Site	View the Merchandising Dashboard only for that particular site.	Reports > Marketing Dashboard > Merchandising
Merchandising Deploy Manager	Site	Deploy offers that have been set to have deployment restrictions. Note to Internal Users: Internal users will always have the ability to deploy offers that have been marked with deployment restrictions.	Marketing > Offers and Programs
Merchandising Discount Manager	Site	Set the discount amount or discount percentage in marketing offers. Merchandising Discount Managers cannot create new offers, just set the discount for an existing offer. To create an offer you would also need the Merchandising Manager role.	Marketing > Offers and Programs > Manage Offers
Merchandising Manager	Site	Create and edit marketing offers. Merchandising Managers cannot however, set the discount/pricing for an offer. To set the discount for an offer you would also need the Merchandising Discount Manager role.	Marketing > Offers and Programs > Manage Offers
		Create and edit tracking programs.	Marketing > Offers and Programs > Manage Tracking Programs
		View SocialStream post log (cannot post updates).	Marketing > SocialStream > Dashboard
		Create and manage storefront links.	Storefront > Links and Parameters > Manage Links
		Use the Marketing Import and Export features.	Marketing > Offers and Programs > Import and Export Offers
		Preview your store and the following objects on your store: products, styles, themes, content layouts, custom pages, offers, site templates, and Site Optimizer tests. Note: The ability to preview your store has been separated from the ability to place a test order on your store. To preview your store you need this role or one of the many others that now have the ability to preview. To place a test order you need Test Order ManagerA user role that allows the user to preview the store and place test orders. Search this file for the "user role definitions" topic for more information..	Preview Store link in the icon well at the upper-right corner of the page. See example.
Online Contact Manager	Company	Configure the fields that appear on the escalation form.	Administration > Company > Configure Escalation Form
Online Contact Submitter	Company	Use and submit the escalation form.	Customer Service > Tools > Submit Escalation
Page Designer	Site	Create, edit, and view history for custom pages.	Storefront > Store Builder > Manage Custom Pages
		Use Store Builder Files.	Storefront > Store Builder > Files
		Create and manage storefront links.	Storefront > Links and Parameters > Manage Links
		Use Template Gallery.	Marketing > Template Gallery
Partner Plan Manager	Site	Create, modify, deploy, retire, and copy partner plans. Also able to manage and partners.	Catalog > Pricing & Plans > Manage Partner Plans
Payments Manager	Site	Access payment-related settings and features.	Administration > Site > Configure Site Settings
Physical Fulfillment Manager	Company	Use the Fulfillment Acknowledgment page in Customer Service to acknowledge physical fulfillment.	Customer Service > Fulfillment Acknowledgment
Physical Return Manager	Company	Use the Return Acknowledgment page for physical product returns.	Customer Service > Return Acknowledgment
PII Removal Manager	Company	Use the Request Removal of Personal Info feature in Customer Service .	Customer Service > Orders
Pricing Manager	Company	Create and edit price lists.	Catalog > Pricing > Manage Price Lists
Pricing Manager	Company	Create and edit volume license plans.	Catalog > Pricing > Manage volume license plans
Purchase Plan Manager	Site	Create and edit purchase plans.	Catalog > Pricing > Manage Purchase Plans
Reporting Manager2	Company	Generate and view Online Reports for all sites owned by the company.	Reports > Online Reports
		View Business Navigator reports for all sites owned by the company.	Reports > Business Navigator
		View Site Trends for all sites owned by the company. This may include any sites on our Atlantic system, as well as our Global Commerce system.	Reports > Site Trends
Reporting Manager2	Site	Generate and view Online Reports for any site for which you have this role enabled.	Reports > Online Reports
		View the Reports Dashboards for any site for which you have this role enabled.	Reports > Dashboards
		View Business Navigator reports for any site for which you have this role enabled.	Reports > Business Navigator
		View Site Trends for any site for which you have this role enabled.	Reports > Site Trends * Site Trends is also visible on the Home page of the Command Console.
Sales Agent	Company	Provides limited access to certain Customer Service features. Search and view orders, shoppers, and quotes. View customer invoice. Request cancellation. Place order. Resend order confirmation email. See Sales Agent and Sales Agent Supervisor for a more precise list of what the Sales Agent role controls.	Customer Service
Sales Agent Supervisor	Company	Provides limited access to some Customer Service features. This role provides a little more access than the Sales Agent role. Search and view orders, shoppers, and quotes. View customer invoice. Request cancellation. Place order. Resend order confirmation email. Reset or resend shopper password. Edit shopper email address. Edit shipping address. See Sales Agent and Sales Agent Supervisor for a more precise list of what the Sales Agent Supervisor role controls.	Customer Service
Site Manager	Site	Configure Offer Types.	Administration > Site > Configure Offer Types
		Use some of the Site Implementation features.	Storefront > Site Implementation
		Create and edit Stored Parameters.	Storefront > Links and Parameter > Manage Stored Parameters
		View the Configure Site Settings page, and configure some of the settings on that page.	Administration > Site > Configure Site Settings
		Preview your store and the following objects on your store: products, styles, themes, content layouts, custom pages, offers, site templates, and Site Optimizer tests. Note: The ability to preview your store has been separated from the ability to place a test order on your store. To preview your store you need this role or one of the many others that now have the ability to preview. To place a test order you need Test Order ManagerA user role that allows the user to preview the store and place test orders. Search this file for the "user role definitions" topic for more information..	Preview Store link in the icon well at the upper-right corner of the page. See example.
Site Optimizer	Site	Create and edit Site Optimizer tests, and view results.	Marketing > Site Optimizer Tests > Manage Site Optimizer Tests
Site Optimizer	Site	Preview your store and the following objects on your store: products, styles, themes, content layouts, custom pages, offers, site templates, and Site Optimizer tests. Note: The ability to preview your store has been separated from the ability to place a test order on your store. To preview your store you need this role or one of the many others that now have the ability to preview. To place a test order you need Test Order ManagerA user role that allows the user to preview the store and place test orders. Search this file for the "user role definitions" topic for more information..	Preview Store link in the icon well at the upper-right corner of the page. See example.
Site Previewer	Site	Preview your store and the following objects on your store: products, styles, themes, content layouts, custom pages, offers, site templates, and Site Optimizer tests. Note: The ability to preview your store has been separated from the ability to place a test order on your store. To preview your store you need this role or one of the many others that now have the ability to preview. To place a test order you need Test Order ManagerA user role that allows the user to preview the store and place test orders. Search this file for the "user role definitions" topic for more information..	Preview Store link in the icon well at the upper-right corner of the page. See example.
Site Pulse	Site	View Site Trends for any site for which you have this role enabled.	Reports > Site Trends * Site Trends is also visible on the Home page of the Command Console.
SocialStream Manager	Site	Use SocialStream, including posting updates. Other users may be able to view SocialStream activity but cannot publish posts.	Marketing > SocialStream > Dashboard
Template Previewer	Site	Preview your store and the following objects on your store: products, styles, themes, content layouts, custom pages, offers, site templates, and Site Optimizer tests. Note: The ability to preview your store has been separated from the ability to place a test order on your store. To preview your store you need this role or one of the many others that now have the ability to preview. To place a test order you need Test Order ManagerA user role that allows the user to preview the store and place test orders. Search this file for the "user role definitions" topic for more information..	Preview Store link in the icon well at the upper-right corner of the page. See example.
Test Order Manager	Site	Place test orders on the staged (design) and deployed versions of the store.	Administration > Site > Test Live Site or Test Design Site
Test Order Manager	Site	Preview your store and the following objects on your store: products, styles, themes, content layouts, custom pages, offers, site templates, and Site Optimizer tests. Note: The ability to preview your store has been separated from the ability to place a test order on your store. To preview your store you need this role or one of the many others that now have the ability to preview. To place a test order you need Test Order ManagerA user role that allows the user to preview the store and place test orders. Search this file for the "user role definitions" topic for more information..	Preview Store link in the icon well at the upper-right corner of the page. See example.
Traffic Analytics	Site	Set up and then view Google™ Analytics data for the store from the Dashboard within Store Builder.	Storefront > Store Builder > Dashboard
User Manager	Company	Create, edit, search, and view all users.	Administration > Users > Manage Users
View ePen Report	Company	View and download ePen reports.	Reports > ePen Report
1CSR and CSS roles have similar privileges and system access, however the CSS role has higher rights to perform certain actions. For example, a CSS can refund the total amount for an order, while a CSR cannot. When assigning roles to users, only one of the Customer Service roles need to be assigned. 2The Reporting Manager role can be set at both the company and site level. When set at the company level, the user will have access to reports for all sites owned by the company. When set at the site level, the user will only have access to reports for that site. * Viewing the history for an object usually requires you to be an internal (Digital River) user. ** These features are not used by all clients or may be older features that are no longer needed or supported.