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User Roles & Permissions

Tether uses role-based access control (RBAC) to ensure users have appropriate access to features and data. This guide explains the different roles and their capabilities.

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Available Roles

Tether has two primary user roles:

Admin

Full access to all features, settings, and data management capabilities.

Sales Rep

Focused access to sales-related features with read-only access to most areas.

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Permission Matrix

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Feature Access by Role

FeatureAdminSales Rep
Product Catalog
View SKUs✓✓
Create/Edit SKUs✓-
Manage Collections✓-
Configure Dimensions✓-
Inventory
View Inventory Dashboard✓-
View Inventory Alerts✓-
Manage Supply Plan✓-
Create/Edit Warehouses✓-
Manage Suppliers✓-
Demand Forecasting
View Forecasts✓✓
Edit Forecasts✓Limited
View Sales History✓✓
Forecast Administration✓-
Manage Promotions✓-
Transactions
View Transactions✓-
Create/Edit Transactions✓-
Channels
View Channels✓✓
Create/Edit Channels✓-
Integrations
View Integrations✓-
Configure Integrations✓-
Supply Simulation
Run Simulations✓-
Analytics
View Metrics✓✓
Administration
Manage Users✓-
Configure Settings✓-

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Admin Role

Admins have complete access to Tether’s functionality.

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Admin Capabilities

  • Create, edit, and archive SKUs
  • Manage collections and their settings
  • Configure dimensions and values
  • Set up product hierarchies
  • Use the SKU generator for bulk creation
  • View and manage inventory across all warehouses
  • Monitor and respond to inventory alerts
  • Manage the supply plan
  • Create and configure warehouses
  • Add and manage suppliers
  • Configure lead times and fulfillment rules
  • View and edit demand forecasts
  • Configure forecast models
  • Upload bulk forecast data
  • Manage forecast versions
  • Create and manage promotions
  • Access the edit log for audit trails
  • Create purchase orders, production orders, and transfers
  • Submit and track transactions
  • Manage transaction workflows
  • View transaction analytics
  • Add and remove users
  • Assign roles to users
  • Configure channel access rules
  • Customize terminology
  • Set up and manage integrations
  • Configure inventory forecast settings

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When to Use Admin Role

Assign Admin access to:
  • Operations managers
  • Supply chain planners
  • Inventory managers
  • System administrators
  • Team leads who need full data access

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Sales Rep Role

Sales Reps have focused access to sales-related features.

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Sales Rep Capabilities

  • View SKUs and product information
  • Browse collections
  • Search the product catalog
Cannot: Create, edit, or archive products
  • View sales history
  • Access demand forecasts (view and limited editing)
  • See channel information
  • View relevant metrics
Cannot: Configure forecasts, manage promotions, or access admin settings
Sales Reps may have access restricted to specific channels based on access rules configured by an Admin.

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When to Use Sales Rep Role

Assign Sales Rep access to:
  • Sales team members
  • Account managers
  • Business development representatives
  • External partners who need limited access

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Channel Access Rules

Beyond roles, Admins can configure granular channel access to control which data users can see.

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How Channel Access Works

  1. Admin creates access rules in Settings → User Access
  2. Rules define which channels and/or collections a user can access
  3. Sales Reps see only data for their assigned channels
  4. Admins always have access to all channels

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Example Access Configuration

UserRoleChannel Access
SarahAdminAll channels
MikeSales RepShopify US, Shopify CA
LisaSales RepAmazon US
TomSales RepWholesale

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Configuring Channel Access

1

Navigate to Settings

Go to Settings → User Access
2

Select User

Find the user in the list and click to edit
3

Configure Access Rules

  • Select which channels the user can access
  • Optionally restrict to specific collections
  • Preview effective permissions
4

Save Changes

Click Save to apply the access rules

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Admin Sidebar

Admins see the full navigation menu: 
├── SKUs
├── Inventory
├── Demand Forecast
├── Integrations
├── Channels
├── Transactions
└── Settings

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Sales Rep Sidebar

Sales Reps see a simplified menu: 
├── SKUs
├── Sales History
├── Demand Forecast
└── Channels
The navigation automatically adjusts based on the user’s role. You’ll only see menu items you have access to.

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Best Practices

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Role Assignment

Principle of Least Privilege

Assign the minimum role needed for each user’s job function. Start with Sales Rep and upgrade to Admin only if needed.

Regular Review

Periodically review user roles and access to ensure they’re still appropriate as team members change positions.

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Access Control Tips

  1. Document your access rules - Keep a record of who has access to what and why
  2. Use channel access - Even for Admins, consider using channel access to prevent accidental changes to unrelated data
  3. Onboard carefully - When adding new users, start with restricted access and expand as needed

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Checking Your Access

To see your current role and permissions:
  1. Click your user avatar in the top-right corner
  2. Your role badge is displayed next to your name
  3. The navigation menu shows only features you can access

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Need More Access?

If you need access to features you can’t see:
  1. Contact your Tether administrator
  2. Explain what you need access to and why
  3. They can adjust your role or channel access as appropriate

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Next Steps

User Access Management

Learn how to manage users and configure access (Admin only)

Quick Start Guide

Get started with Tether’s core features