Roles group License Manager resources, with each resource representing a permission in the VTEX platform.

In this document, are listed the roles that are predefined for new VTEX stores and their respective resources. To access them directly, use the list below.

Learn more about each resource listed in the roles below in License Manager Resources.

• Admin - Start page only
• Checkout Admin
• Call center operator
• Finance
• Finance - Full access
• Sales App - Sales Associate
• IntegrationProfile - Fulfillment
• IntegrationProfile - Fulfillment Gateway
• IntegrationProfile - Fulfillment Gateway GetOrder
• IntegrationProfile - Fulfillment Gateway Oms
• IntegrationProfile - Fulfillment Oms
• IntegrationProfile - OrderSimulation
• Logistics - Full access
• Logistics - Read only
• OMS - Full access
• OMS - Read only
• Seller Manager
• User Administrator - RESTRICTED
• VTEX IO Admin
• VTEX Payment - Account Holder
• VTEX Payment - Bookkeeper
• Webservice - Full access

This is the basic role that grants access to the home page of the administrative environment. It is the minimum required for a user not to be received with an error message when logging into the administrative environment.

Resource table:

Resource name	Product	Category	Description
Homepage	Catalog	Administration	Home page
Help page	Catalog	Administration	Help home page

Resource table:

Resource name	Product	Category	Description
Shopping Cart Full Access	Checkout	CheckoutResources
Orders Full Access	Checkout	CheckoutResources	Access all orders
Order Cancelation	Checkout	CheckoutResources

This is a role dedicated to telesales operators, as it grants access to VTEX's telesales features and allows you to view orders.

The Assisted Sales resource causes the user to be automatically redirected to the store's telesales page, which will leave the user logging into an account with this role without access to important features of the administrative menu.

We therefore recommend using two separate accounts (with different emails) for telesales users: one account for the Call center operator role (with the Assisted Sales and View order resources) and another account for carrying out operations in Admin, if necessary.

When creating a role, avoid including call center resources with other resources. Otherwise, the role might not work as expected.

Resource table:

Resource name	Product	Category	Description
Assisted Sales	Catalog	Telesales	Telesales features. After the login, the user is redirected to the telesales site www.\{storename\}.com.br/a/telesales. This way, the operator can use telesales features such as navigating the store in the name of the customer.As this feature causes an automatic redirect to the store, the user who logs in an account with this resource in their role will not have access to important resources from Admin.
View order	OMS	AcessoOMS	Allows users to view orders in OMS.

Resource table:

Resource name	Product	Category	Description
UI - Account list	License Manager	Web Access Control
View order	OMS	AcessoOMS	Allows users to view orders in OMS.
View store sales stats	OMS	AcessoOMS	Displays totalizers within the All Orders section in Orders Management. Displays total sales in addition to orders details.
Invoices List	Billing	Invoice	Customers, billing and finance managers have access. Allows users to view invoices.
Edit Company Information	Billing	Company	Only billing and finance managers have access. Allows users to edit Company data.
Contracts List	Billing	Contracts	Customers, billing and finance managers have access. Allows users to view all contracts (active and inactive) for a company.
Display Company info	Billing	Company	Customers, billing and finance managers have access. Allows users to view Company data.
Contacts List	Billing	Contacts	Customers, billing and finance managers have access. Allows users to view the list of Contacts that receive email notifications when charges are incurred.
Edit Contacts	Billing	Contacts	Only billing and finance managers have access. Allows users to edit contacts that receive notifications when charges are incurred.
Generate new Invoice	Billing	Invoice	Only billing and finance managers have access. Finance managers can manually incur charges in the invoice through contracts.
Recalc Invoice	Billing	Invoice	Only billing and finance managers have access. Incur new charge with interest.

Resource table:

Resource name	Product	Category	Description
Save account	License Manager	Service Access Control	Save an account
Get account by identifier	License Manager	Service Access Control	Query that returns account by identifier, which can be the account id or the account application host.
UI - Account list	License Manager	Web Access Control
UI - Edit account	License Manager	Web Access Control
UI - Edit role	License Manager	Web Access Control
View order	OMS	AcessoOMS	Allows users to view all orders in OMS.
View store sales stats	OMS	AcessoOMS	Displays totalizers within the All Orders section in Orders Management. Displays total sales in addition to orders details.
Invoices List	Billing	Invoice	Customers, billing and finance managers have access. Allows users to view invoices.
Edit Company Information	Billing	Company	Only billing and finance managers have access. Allows users to edit Company data.
Contracts List	Billing	Contracts	Customers, billing and finance managers have access. Allows users to view all contracts (active and inactive) for a company.
Display Company info	Billing	Company	Customers, billing and finance managers have access. Allows users to view Company data.
Contacts List	Billing	Contacts	Customers, billing and finance managers have access. Allows users to view the list of Contacts that receive email notifications when charges are incurred.
Edit Contacts	Billing	Contacts	Only billing and finance managers have access. Allows users to edit contacts that receive notifications when charges are incurred.
Generate new Invoice	Billing	Invoice	Only billing and finance managers have access. Finance managers can manually incur charges in the invoice through contracts.
Edit Company's Document	Billing	Company	Only billing and finance managers have access. Allows users to edit the Company's document data (company registration number or individual taxpayer registration number), with which the invoice will be generated.
Add Account	Billing	Company	Only billing and finance managers have access. Allows users to add an account to group other accounts linked to that customer into one billing.
Delete Account	Billing	Company	Only billing and finance managers have access. Allows users to delete an account associated with a company. Company is the entity created to encompass several accounts from the same store.
Save contracts	Billing	Contracts	Only billing, sales operations/growth and finance managers have access. Allows users to create new contracts.
Cancel Invoice Document	Billing	Invoice	Only billing and finance managers have access. Cancel fiscal document in municipal administrations; gives the power to cancel a fiscal document even if the invoice has already been generated.
Issue Invoice Document	Billing	Invoice	Only billing and finance managers have access. Used in specific cases of countries that do not generate fiscal documents automatically, depending on their financial system. In this case, they can be generated manually.
Conciliate Invoice	Billing	Invoice	Only billing and finance managers have access. The default is to automatically mark it as paid, but the customer can pay it outside the system, depending on the negotiation. In this case, the finance manager has the power to manually mark it as paid, conciliating the invoices.
Generate Invoice Overdue without Interest	Billing	Invoice	Only billing and finance managers have access. Incur new charge with interest.
Cancel Invoice	Billing	Invoice	Only billing and finance managers have access. Cancel charges in billing; gives the power to cancel invoices even if they have already been generated.
Change payment status	Billing	Invoice	Only billing and finance managers have access. The finance manager has the power to change a company’s payment status, depending on his negotiation with the client.
Recalc Invoice	Billing	Invoice	Only billing and finance managers have access. Incur new charge with interest.
Get Unscrewed Dashboard Charges	Billing	Dashboard	Only billing and finance managers have access. Access to a dashboard external to Admin, which displays invoices issued at that time, and which accounts are provisioned.
Merge companies	Billing	Company	Only billing and finance managers have access. Allows the merger between two companies, unifying their billing.
Split companies	Billing	Company	Only billing and finance managers have access. Allows to split a company into different companies.
Unpaid invoices	Billing	Invoice	Only billing and finance managers have access. The finance manager can manually deselect the payment of a charge if it has not been made or if it has been made incorrectly.
Get App	Log	Log Admin	VTEX internal use.
Create Table	Log	Log Admin	VTEX internal use.

Sales associates registered in Sales App cannot access the VTEX Admin, only Sales App.

Resource table:

Resource name	Product	Category	Description
Assisted Sales	Catalog	Televendas	After logging in, the user is redirected to the store (accountname.myvtex.com)
View Payment Data	PCI Gateway	Payment-ViewPaymentData	Recovers a transaction.
View order	OMS	AcessoOMS	Allows users to view all orders in OMS.
Cancel order	OMS	AcessoOMS	Allows users to cancel orders in OMS.

Resource table:

Resource name	Product	Category	Description
Place Orders	VTEX Fulfilment	Fulfilment Resources
Orders Detail	VTEX Fulfilment	Fulfilment Resources

Resource table:

Resource name	Product	Category	Description
Make Payments	PCI Gateway	Payment-MakePayments	Represents the payment gateway transactional operations.
View Payment Data	PCI Gateway	Payment-ViewPaymentData	Recovers a transaction.
Notify payment	OMS	AcessoOMS	Access to the button that manually notifies payments to the gateway in the payment area within the order.
View order	OMS	AcessoOMS	Allows users to view all orders in OMS.
Place Orders	VTEX Fulfilment	Fulfilment Resources
Orders Detail	VTEX Fulfilment	Fulfilment Resources
Cancel order	OMS	AcessoOMS	Allows users to cancel orders in OMS.

Resource table:

Resource name	Product	Category	Description
Make Payments	PCI Gateway	Payment-MakePayments	Represents the payment gateway transactional operations.
View Payment Data	PCI Gateway	Payment-ViewPaymentData	Recovers a transaction.
View order	OMS	AcessoOMS	Allows users to view all orders in OMS.
Place Orders	VTEX Fulfilment	Fulfilment Resources
Orders Detail	VTEX Fulfilment	Fulfilment Resources

Resource table:

Resource name	Product	Category	Description
Make Payments	PCI Gateway	Payment-MakePayments	Represents the payment gateway transactional operations.
View Payment Data	PCI Gateway	Payment-ViewPaymentData	Recovers a transaction.
Change order workflow status	OMS	AcessoOMS	Allows users to access actions within the workflow to change orders status, through the Actions button in the Workflow
Notify payment	OMS	AcessoOMS	Access to the button that manually notifies payments to the gateway in the payment area within the order.
Notify invoice	OMS	AcessoOMS	Allows users to manually inform invoices and data for tracking in OMS.
View order	OMS	AcessoOMS	Allows users to view all orders in OMS.
Place Orders	VTEX Fulfilment	Fulfilment Resources
Orders Detail	VTEX Fulfilment	Fulfilment Resources
Notify refund	OMS	AcessoOMS	Allows users to notify when an accounts receivable invoice is in processing, indicating a journal entry for something that was refunded. Allows the input of a return invoice.
Cancel order	OMS	AcessoOMS	Allows users to cancel orders in OMS.
Order feed subscription	OMS	AcessoOMS	Allows users to subscribe to receive order status updates in the Order Feed.
Change order	OMS	AcessoOMS	Allows users to register changes in the order (discounts and/or exchanges)
View store sales stats	OMS	AcessoOMS	Displays totalizers within the All Orders section in Orders Management. Displays total sales in addition to orders details.

Resource table:

Resource name	Product	Category	Description
Change order workflow status	OMS	AcessoOMS	Allows access to actions within the workflow to change order status, through the Actions button in the Workflow
Notify payment	OMS	AcessoOMS	Access to the button that manually notifies payments to the gateway in the payment area within the order.
Notify invoice	OMS	AcessoOMS	Allows users to manually inform invoices and data for tracking in OMS.
View order	OMS	AcessoOMS	Allows users to view all orders in OMS.
List Orders	OMS	AcessoOMS	Allows users to list all orders from the given account.
Place Orders	VTEX Fulfilment	Fulfilment Resources
Orders Detail	VTEX Fulfilment	Fulfilment Resources
Notify refund	OMS	AcessoOMS	Allows users to notify when an accounts receivable invoice is in processing, indicating a journal entry for something that was refunded. Allows the input of a return invoice.
Cancel order	OMS	AcessoOMS	Allows users to cancel orders in OMS.
Order feed subscription	OMS	AcessoOMS	Allows users to subscribe to receive order status updates in the Order Feed.
Change order	OMS	AcessoOMS	Allows users to register changes in the order (discounts and/or exchanges)
View store sales stats	OMS	AcessoOMS	Displays totalizers within the All Orders section in Orders Management. Displays total sales in addition to orders details.

Resource table:

Resource name	Product	Category	Description
Orders Detail	VTEX Fulfilment	Fulfilment Resources

Resource table:

Resource name	Product	Category	Description
Home-page	Catalog	Administration	Home page
Help-page	Catalog	Administration	Help home page
Logistics full access	Logistics	Access to Logistics	Gives full access to all logistics resources (viewing, creating, editing and canceling settings)
Logistics viewer	Logistics	Access to Logistics	Permission to view the start page of the logistics module.
Logistics inventory full access	Logistics	Access to Logistics	Gives full access to the logistics inventory (viewing, creating, editing and canceling settings).
Logistics inventory read only	Logistics	Access to Logistics	Allows users to view the inventory module.
Logistics shipping full access	Logistics	Access to Logistics	Gives full access to all shipping functions of the logistics module (creation, editing and cancelation of settings).
Logistics shipping read only	Logistics	Access to Logistics

Resource table:

Resource name	Product	Category	Description
Logistics viewer	Logistics	Access to Logistics	Permission to view the start page of the logistics module.
Logistics inventory read only	Logistics	Access to Logistics	Allows users to view the inventory module.
Logistics shipping read only	Logistics	Access to Logistics	test

Resource table:

Resource name	Product	Category	Description
Home-page	Catalog	Administration	Home page
Help-page	Catalog	Administration	Help home page
Change order workflow status	OMS	AccessOMS	Allows users to access actions within the workflow to change orders status, through the Actions button in the Workflow
Notify payment	OMS	AcessoOMS	Access to the button that manually notifies payments to the gateway in the payment area within the order.
Notify invoice	OMS	AcessoOMS	Allows users to manually inform invoices and data for tracking in OMS.
View order	OMS	AcessoOMS	Allows users to view all orders in OMS.
Logistics full access	Logistics	Access to Logistics	Gives full access to all logistics resources (viewing, creating, editing and canceling settings)
Notify refund	OMS	AcessoOMS	Allows users to notify when an accounts receivable invoice is in processing, indicating a journal entry for something that was refunded. Allows the input of a return invoice.
Cancel order	OMS	AcessoOMS	Allows users to cancel orders in OMS.
Order feed subscription	OMS	AcessoOMS	Allows users to subscribe to receive order status updates in the Order Feed.
Change order	OMS	AcessoOMS	Allows users to register changes in the order (discounts and/or exchanges)
View store sales stats	OMS	AcessoOMS	Displays totalizers within the All Orders section in Orders Management. Displays total sales in addition to orders details.
Logistics inventory full access	Logistics	Access to Logistics	Gives full access to the logistics inventory (viewing, creating, editing and canceling settings).
Logistics shipping full access	Logistics	Access to Logistics	Gives full access to all shipping functions of the logistics module (creation, editing and cancelation of settings).

Resource table:

Resource name	Product	Category	Description
View order	OMS	AcessoOMS	Allows users to view all orders in OMS.
View store sales stats	OMS	AcessoOMS	Displays totalizers within the All Orders section in Orders Management. Displays total sales in addition to orders details.

Resource table:

Resource name	Product	Category	Description
View Seller	Seller Register	Seller Administration	Allows users to view all sellers from an account
Save Seller	Seller Register	Seller Administration	Allows users to create and edit all sellers from an account

Tabela de recursos:

Nome do recurso	Produto	Categoria	Descrição
Save user	License Manager	Services access control	Create users, add or delete user roles, edit user data, create and edit application keys..

Resource table:

Resource name	Product	Category	Description
Get resource by key	License Manager	Service Access Control	Checks access permissions
Read Workspace Apps	VTEX IO	Infrastructure	Allows reading the apps installed in the workspace and their direct and indirect dependencies.
Link App	VTEX IO	Infrastructure	Allows listing existing links and linking and unlinking apps.
Install App	VTEX IO	Infrastructure	Allows users to install and uninstall apps.
Vbase Read Only	VTEX IO	Infrastructure	Read-only access to vbase.
Vbase Read Write	VTEX IO	Infrastructure	Read and write access to vbase.
Read Workspace Services	VTEX IO	Infrastructure	Allows reading the infra apps in the workspace.
Install Service	VTEX IO	Infrastructure	Allows users to install and uninstall apps
Log Access - Read-only	VTEX IO	Infrastructure	Allows reading logs from all applications
Read Published Service	VTEX IO	Infrastructure	Allows reading the services data from the infra registry
Debug App	VTEX IO	Infrastructure	Allows connecting a debugger to a linked app
Workspace CRUD	VTEX IO	Infrastructure	Allows creating, deleting and modifying workspaces
Import Redirects	VTEX IO	Infrastructure	Enable users to manage redirects with VTEX IO's command line interface
Manage A/B Test	VTEX IO	A/B Test	Allows users to start, finish or get status of an A/B Test
Read logs	Application Logs Stream	Logs	Read logs from VTEX IO apps owned from this account

This role gives full read and write access to VTEX Payment data and should be restricted to users who need to make settings.

This role allows users to read information about the VTEX Payment operation.

Resource table:

Resource name	Product	Category	Description
Webservice access	WebService	webservice	Permission to use any SOAP request