Give each employee the right access

Create roles for managers, order handlers and other staff without sharing the owner’s login.

A role is a set of permissions

A role decides which parts of the store an employee can use. Create a role such as Order desk, select its permissions, then assign it to an employee. Staff can receive and process orders, manage products, answer chats and use the vendor dashboard or Soko Store according to their access and package.

Permissions are broad areas of access, not a promise of separate read-only and edit rights for every button. Start with the access needed for the job. Without a permission, the corresponding protected area is not available; granting another related permission may still expose related information inside that other workflow.

Create the role and employee

In the dashboard, open Employee → Employee role/Custom role.
Enter the role name and select the required areas. Avoid Select all for a narrow job.
Save the role, then open Add new employee.
Enter the employee’s name, contact details, image where requested, account details and role.
Have the employee sign in through Store employee login, or employee login in Soko Store.
Check that they can perform their assigned tasks in the correct store. Update the role or disable access when duties change.

Permission guide

Scroll sideways to compare all columns.

Permission	When granted	When not granted
Dashboard	Access to the store overview and operational summary.	No dashboard area access; this does not itself revoke separate order permissions.
Profile	Access to the profile area and its account settings.	No profile-management area access.
Order	View and process store orders, including available status, assignment and receipt actions.	No order-management area access.
POS	Use the point-of-sale workspace.	No POS access.
Item/Product	Add and maintain products, prices, stock and catalogue actions.	No product-management area access.
Category	Maintain the store’s available category tools.	No category-management area access.
Addon, if shown	Manage add-on records where this tool is enabled for the shop.	No add-on-management area access.
Marketing	Access the marketing area where offered.	No general marketing-area access; individual tools also have their own permissions.
Campaign	View campaigns and request available participation.	No campaign-management area access.
Coupon	Create and manage store coupons, including discounts the store funds.	No coupon-management area access.
Banner	Manage store banners where enabled.	No banner-management area access.
Reels	Manage the store’s short videos and linked products.	No reel-management area access.
Advertisement	Access ad creation and management actions.	No advertisement-management access.
Advertisement list	Access the ad listing area.	No separate advertisement-list access.
Deliveryman	Access delivery-person management actions.	No delivery-person management area access. Order permission may still provide order assignment actions.
Deliveryman list	Access the delivery-person listing area.	No separate rider-list access.
Wallet	Access settlement balances and available withdrawal, payment and adjustment actions.	No wallet-management area access.
Wallet method	Maintain withdrawal destination details.	No withdrawal-method management area access.
Employee	Manage employee and role areas. This can affect other people’s access.	No employee-administration access.
Report	Access the general reporting areas enabled for the store. The earnings report currently uses Expense report access.	No general reporting access; separately granted report permissions still apply.
Expense report	Access the store earnings report and recorded discount/promotional expense reports.	No access to these earnings and expense reporting areas.
Disbursement report	Inspect disbursement records.	No disbursement-report area access.
VAT/Tax report	Access tax-report information.	No tax-report area access.
Store setup	Change operational store rules such as hours and delivery settings.	No store-setup area access.
Notification setup	Change store notification preferences.	No notification-settings area access.
My shop	Maintain the store’s profile and shop information.	No shop-profile area access.
Business plan	Access subscription details and available plan actions.	No business-plan area access.
Custom website	Access the store website builder where included.	No custom-website area access.
Reviews	Access store review features where included.	No reviews-area access.
Chat	Read and respond in the store’s customer conversations.	No store-chat area access.

The form adapts to the business category and enabled tools. Use the retail permissions visible for your shop; a role cannot unlock a feature excluded from the store’s package.

Check a new employee account before the first shift

Keep the owner’s account separate. Give the employee their own login and tell them whether to choose employee login on the website or in Soko Store.
Have them open the correct store and the areas needed for their job. An order handler should be able to find Orders; a catalogue assistant should be able to find Products.
Walk through their routine together without making an unnecessary payment, refund or status change.
Check that unrelated money and employee-management areas are not available unless you deliberately granted them.
If an area is missing, review the assigned role and package before sharing your owner password. Have the employee sign in again after an access change and recheck.
Agree who takes over at breaks and closing time. When someone leaves, disable their access and check any unfinished work they handled.

An order notification is separate from permission to manage orders. Employees may still receive alerts even without Order access. Do not use an alert as proof that the employee has the correct role.

Three practical starting roles

Order desk: Order and Chat, with Dashboard if useful. This person watches alerts, checks stock with the team, processes orders and coordinates the assigned rider.

Catalogue assistant: Item and Category. This person maintains pack sizes, images, barcodes, prices and stock. Add other access only when their work needs it.

Store manager: Dashboard, Order, Item, Category, Deliveryman/List, Chat, Store setup and relevant reports. Wallet, Wallet method, Employee and Business plan are deliberate owner decisions, not automatic additions to every manager’s role.

Limit finance access to authorised staff. Review wallet actions together before granting that permission.