Understand MerchantFlow workspace roles for owners, admins, analysts, and viewers with the complete permissions matrix.

MerchantFlow Roles and Permissions Guide

MerchantFlow roles and permissions define what each team member can access and manage within an e-commerce analytics workspace. The platform uses a four-tier role model that controls access to dashboards, integrations, billing, and team management.

What Roles Does MerchantFlow Use?

MerchantFlow uses the following active roles:

owner
admin
analyst
viewer

member may still appear on older data or migrated workspaces. It maps to analyst-level permissions for backward compatibility.

Role Summary

Role	Main purpose	Billing access
`owner`	Full workspace control	Yes
`admin`	Operate the workspace, team, integrations, and syncs	No
`analyst`	Work with dashboards, financial views, COGS, expenses, and sync triggers	No
`viewer`	Read-only access to core dashboards and operational views	No

What Each Role Can Do

Owner Permissions

Full dashboard and financial access
Team management
Integration management
Settings management
Sync triggering
Billing management
Ownership transfer

Admin Permissions

Everything above except billing management and ownership transfer

Analyst Permissions

Dashboard and financial visibility
Manage COGS and expenses
Trigger syncs
View orders and integrations
View team members

Viewer Permissions

Read-only dashboard access
View COGS, orders, integrations, and team members

How to Assign Roles in MerchantFlow

Owners and admins can invite or change users to:

admin
analyst
viewer

Owners are transferred, not invited through the standard teammate form. See Team Management for step-by-step instructions.

Frequently Asked Questions

What is the difference between owner and admin in MerchantFlow?

The owner has full workspace control including billing management and the ability to transfer ownership. Admins can manage teammates, integrations, syncs, and workspace settings, but cannot access billing or transfer ownership.

Can I change a team member's role after they join?

Yes. Owners and admins can change any member's role to admin, analyst, or viewer from Settings > Team. The owner role is transferred separately, not assigned through the standard role change flow.

What does the "member" role mean in MerchantFlow?

The member role is a legacy label from older workspaces. It maps to analyst-level permissions for backward compatibility. New workspaces use the current four-role model.

Can viewers edit data in MerchantFlow?

No. Viewers have read-only access to core dashboards and operational views. They cannot modify COGS, expenses, integrations, or trigger syncs.

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Last updated: March 14, 2026