Understanding User Roles

DailyStak has three user roles, each with different levels of access. Assign roles based on what each team member needs to do.

Role Comparison

Feature	Admin	Staff	Viewer
View dashboard and analytics	Yes	Yes	Yes
View customers, orders, subscriptions	Yes	Yes	Yes
Create and edit customers	Yes	Yes	No
Create protocols and orders	Yes	Yes	No
Manage subscriptions (pause, cancel, etc.)	Yes	Yes	No
Use Ask Axis	Yes	Yes	Yes
Browse product catalog	Yes	Yes	Yes
Manage storefront and site builder	Yes	Yes	No
Create marketing campaigns	Yes	Yes	No
Manage promo codes	Yes	Yes	No
Upload documents	Yes	Yes	No
Edit settings (branding, pricing, etc.)	Yes	No	No
Manage team members (invite, deactivate)	Yes	No	No
Manage API keys	Yes	No	No
View audit logs	Yes	Yes	No

Role Descriptions

Admin

Full access to everything. Admins can manage team members, configure settings, create API keys, and perform all operations. Every account must have at least one Admin.

Staff

Can perform day-to-day operations — creating customers, protocols, orders, and managing subscriptions. Cannot change settings, manage users, or access API keys.

Viewer

Read-only access. Viewers can see dashboards, customers, orders, and products, but cannot create or modify anything. Useful for team members who only need to monitor activity.

tip

Follow the principle of least privilege: give each team member the minimum role they need. You can always upgrade their role later.

Related Articles

• Inviting and Managing Team Members
• Setting Up Your Portal