Store roles for site inspection and site builder

Store Roles open up access to particular StoreConnect functions for users who are assigned that role. It is composed of two objects and can be accessed via the StoreConnect Navigation tool or the App Launcher:

• Store Roles define the type of role and its access level to a specific StoreConnect feature.
• Store User Roles are used to assign Salesforce users to their Store Roles and to dictate what stores fall under their scope of access.

Add store roles

In StoreConnect, store roles are used to regulate user access to features like the Website Builder and the Web Console, both of which are accessible from the store record.

1. Click New.

2. Enter a name for the role.

3. Under Type, choose either:

   1. Content Changes (for Website Builder)

   2. Web Console (for Web Console access) Note:

4. If you want both, create two separate roles—one for each.

5. In Level, choose the permission type:

   • Editor – make changes (Content Changes)

   • Commenter – comment on changes (Content Changes)

   • Final Approver – approve changes (Content Changes)

6. Click Save.

Assign the store role to a Salesforce user

Note that when selecting the Store Scope in the procedure below, if you select Store and set a store, the user will have this role for that store only. If the user needs to have this role for multiple stores, we recommend setting a Store Group, to include only the stores you wish to include.

1. Go to the Related tab → Store User Roles.

2. Click New.

3. Search for and select the Salesforce user.

4. Ensure the correct Store Role is selected.

5. Under Store Scope, choose:

   1. All Stores

   2. Store Group (then pick your store group)

   3. Specific Store (then pick your store)

6. Click Save.