Zoey Support Center

Welcome to the brand new Zoey Support developer hub. We've completely revamped our Support Center to make it easier to find comprehensive guides and documentation to help you start working with Zoey as quickly as possible.

Guides    

Restrict Staff Account to Specific Customer Groups or Customers

When managing permissions for a Staff Account, you may limit what information they see to specific Customer Groups or Customers. The Customer list and Orders Grid will then be filtered to only show records from the Group or Customers the Staff Account has access to see.

Premium Feature

This feature is only available on certain plans. You may need to upgrade your subscription to take advantage of this feature.

Restrict Access to Specific Customer Group Data

Within the Permissions Screen, set Restrict Access To Specific Customer Group Data to Yes. This will show a new box that allows you to select which Customer Group this Staff Account will be allowed to see data for when they log in.

Restrict Access to Specific Customer Data

Within the Permissions Screen, set Restrict Access To Specific Customer Data to Yes. This will open a tool that allows you to search for and select specific customers from your store that this Staff Account will be allowed to see data for when they log in.

Use the Search Bar to find customers. Then click the Add button to select them. You can also select multiple customers simultaneously by clicking Bulk Customer Add. Then enter a list of email addresses (one per line) and click "Add Customers".

Customers must exist in your Customers > Customer List for Permissions> Bulk Customer Add to work.

Using Group and Individual Customer Restriction

If both Group and Individual Customer restriction are set up, the Staff Account will be able to see information from BOTH the Customer Group AND the individually specified customer.

Updated 11 months ago

Restrict Staff Account to Specific Customer Groups or Customers


When managing permissions for a Staff Account, you may limit what information they see to specific Customer Groups or Customers. The Customer list and Orders Grid will then be filtered to only show records from the Group or Customers the Staff Account has access to see.

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