---
schema_version: "1"
id: dc6cefa67b775c77e95db3199d12c84c182d95ba8aa5826bbeca7816fe53fab5
title: Point of Sale CMS Roles
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/commerce/264-0-0/rt_cms_configure_cms_roles.md
canonical_url: https://help.salesforce.com/s/articleView?id=commerce.rt_cms_configure_cms_roles.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9e811c6b7cee0e9b1b2412776b048864bd2c0ecd1e51be43623a48bb8b634324
description: Control user access in Point of Sale CMS with roles and permissions. Each CMS user has a role that determines their permissions.
products:
  - Commerce
release: "264"
---
# Point of Sale CMS Roles

Control user access in Point of Sale CMS with roles and permissions. Each CMS user has a role that determines their permissions.

## CMS Roles

CMS offers four role options:

- CMS Admin: Full edit access to everything, including adding and removing users. Assign this role to someone who manages the entire CMS, like a store owner or IT manager.
- CMS Power User: Full edit access to everything except User Management. Assign this role to someone who runs day-to-day operations, like a merchandising manager, but doesn't need to manage other users.
- CMS Support: View-only access to everything. Assign this role to a support team for investigating issues in CMS.
- Custom: A role with permissions that a CMS Admin defines. Assign this role when the predefined roles don't fit, like a marketing associate who only needs to edit promotions. Only a CMS Admin can create a custom role, from **Advanced** | **User Management** | **Roles** in CMS.

## CMS Role Permissions

Each role's permissions determine which CMS pages a user can access. All CMS users can access the Products and Stores pages, regardless of role. For every other page, a user's role assigns one of three permission types:

- None: The user can't see the page.
- View: The user can see the page but can't make changes.
- Edit: The user can view and edit the page's resources.

The table lists each permission type and its related CMS pages.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d166537e105">Role Permissions</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d166537e108">Related CMS pages</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Role Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e105 ">Analytics Reports</td>

            <td data-label="Related CMS pages" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e108 ">
              <p>The Analytics Reports is a subset of the reports under Analytics. If Analytics is on,
                these reports are available regardless of the Analytics Role setting.</p>
              <ul>
                <li>Associate Sales Attrition Report</li>

                <li>Dashboard</li>

                <li>Ghost Till</li>

                <li>GMV Report</li>

                <li>Hourly Report</li>

                <li>Pay by Link Report</li>

                <li>Product Not on File Report</li>

                <li>Reconciliation Report</li>

                <li>Report Builder</li>

                <li>Repost Failed Webhook Events</li>

                <li>Share Cart</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Role Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e105 ">Analytics</td>

            <td data-label="Related CMS pages" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e108 ">
              <p>These reports are a superset of Analytics Reports and Order Reports.</p>
              <ul>
                <li>Associate Sales Attrition Report</li>

                <li>BOPIS Order Report</li>

                <li>Dashboard</li>

                <li>Fiscal Report (Portugal[PT] region only)</li>

                <li>Fiscalization Report</li>

                <li>Ghost Till</li>

                <li>GMV Report</li>

                <li>Hourly Report</li>

                <li>Manual Order (Portugal[PT] region only)</li>

                <li>Offline Order</li>

                <li>Pay by Link Report</li>

                <li>Product Not on File Report</li>

                <li>Reconciliation Report</li>

                <li>Report Builder</li>

                <li>Repost Failed Webhook Events</li>

                <li>Share Cart</li>

                <li>Successful Order</li>

                <li>Tax Exempt Order</li>

                <li>Tipping Report</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Role Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e105 ">App Config</td>

            <td data-label="Related CMS pages" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e108 ">
              <ul>
                <li>All</li>

                <li>Store</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Role Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e105 ">Associates</td>

            <td data-label="Related CMS pages" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e108 ">
              <ul>
                <li>Associates</li>

                <li>Associates Login</li>

                <li>Edit Store Goal</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Role Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e105 ">CSR</td>

            <td data-label="Related CMS pages" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e108 ">CSR Portal</td>

          </tr>
          <tr class="">
            <td data-label="Role Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e105 ">Feeds</td>

            <td data-label="Related CMS pages" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e108 ">
              <ul>
                <li>Export Jobs</li>

                <li>Export Logs</li>

                <li>Feed Logs</li>

                <li>Field Mappings</li>

                <li>Manual Upload</li>

                <li>Products Edit</li>

                <li>Scheduled Upload</li>

                <li>Social Media</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Role Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e105 ">
              <p>Inventory
              </p>
              <ul>
                <li>Adjustments</li>

                <li>Transfers</li>

                <li>Cycle Counts</li>

              </ul>
              <div class="slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium">
                <div class="slds-media slds-media_responsive">
                  <div class="slds-media__figure"><span class="slds-icon_container slds-icon_container_circle slds-icon-note-note"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/images/icon_note.png" alt="Note"></span></div>
                  <div class="slds-media__body" style="padding-top:.5rem;padding-bottom:.5rem;"><span class="slds-text-title_caps">Note</span> Set Inventory to None before setting separate permissions for adjustments, transfers,
                    and cycle counts.
                  </div>
                </div>
              </div>
            </td>

            <td data-label="Related CMS pages" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e108 ">
              <ul>
                <li>Create Cycle Count</li>

                <li>Create Return to Vendor Transfer</li>

                <li>Create Corporate Transfer</li>

                <li>Inventory Adjustment</li>

                <li>Inventory Adjustment Batch</li>

                <li>Inventory Configuration</li>

                <li>Inventory Overview and Bucket Adjustment</li>

                <li>Inventory Restriction</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Role Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e105 ">Layout</td>

            <td data-label="Related CMS pages" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e108 ">
              <ul>
                <li>Category</li>

                <li>Chat</li>

                <li>Customer Attributes</li>

                <li>Deeplink Mapping</li>

                <li>Events</li>

                <li>Hamburger Menu</li>

                <li>Launch Images</li>

                <li>Launch Groups</li>

                <li>Layouts</li>

                <li>Loyalty</li>

                <li>PDP v2 Personalization related pages</li>

                <li>Segments</li>

                <li>Product Bundles</li>

                <li>Quiz Layouts</li>

                <li>Quiz Questions</li>

                <li>Quiz Styles</li>

                <li>Quizzes</li>

                <li>Search</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Role Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e105 ">Merchant Admin</td>

            <td data-label="Related CMS pages" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e108 ">
              <ul>
                <li>Audit Logs</li>

                <li>Delete Customer Data</li>

                <li>Merchant Configurations</li>

                <li>Mobile Tracker</li>

                <li>Reconcile Open Tills</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Role Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e105 ">Notification</td>

            <td data-label="Related CMS pages" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e108 ">
              <ul>
                <li>Creating new notifications</li>

                <li>Editing notifications</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Role Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e105 ">OMS</td>

            <td data-label="Related CMS pages" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e108 ">
              <ul>
                <li>Email Templates</li>

                <li>Editing promotions</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Role Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e105 ">Order Reports</td>

            <td data-label="Related CMS pages" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e108 ">
              <ul>
                <li>BOPIS Order Report</li>

                <li>Fiscal Report (Portugal[PT] region only)</li>

                <li>Fiscalization Report</li>

                <li>Manual Order (Portugal[PT] region only)</li>

                <li>Offline Order</li>

                <li>Successful Order</li>

                <li>Tax Exempt Order</li>

                <li>Tipping Report</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Role Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e105 ">POS Settings</td>

            <td data-label="Related CMS pages" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e108 ">
              <ul>
                <li>Offline Configuration</li>

                <li>POS Settings </li>

                <li>Return Policy Config</li>

                <li>Server Settings</li>

                <li>Store Settings</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Role Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e105 ">Promotions</td>

            <td data-label="Related CMS pages" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e108 ">
              <ul>
                <li>Creating promotions</li>

                <li>Editing promotions</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Role Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e105 ">Registers</td>

            <td data-label="Related CMS pages" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e108 ">Register Provisioning</td>

          </tr>
          <tr class="">
            <td data-label="Role Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e105 ">Settings</td>

            <td data-label="Related CMS pages" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e108 ">
              <ul>
                <li>Authorization Provider</li>

                <li>Payment Authorization</li>

                <li>Payment Gateway</li>

                <li>Private Sale Configuration</li>

                <li>Recommendation Configuration</li>

                <li>Search Config</li>

                <li>Synonyms</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Role Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e105 ">User Management</td>

            <td data-label="Related CMS pages" class="slds-cell-wrap" style="vertical-align:top;" headers="d166537e108 ">
              <ul>
                <li>Creating CMS user</li>

                <li>Editing CMS users</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

#### See Also

- [_Salesforce Help:_ CMS User Management](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_user_management.htm&release=264.0.0&type=5 "Customize users in CMS to control access to reports, configurations, and other features within a company.")