• TEAM ROLES AND FORM ASSIGNMENTS • SETUP GUIDE

Understanding Owner, Staff, and Read-Only Roles

By Rivio Support Team
1 min read

What you will achieve in this guide

Follow this step-by-step documentation to configure custom B2B registration forms, approval workflows, and customer tagging.

EXPECTED SETUP TIME 5-10 Minutes
COMPATIBILITY All Shopify Themes & Plans
TECHNICAL DIFFICULTY Zero Code Required

Rivio team access supports Owner, Staff restricted to assigned forms, and Read-only users who can view without making changes.

Before you begin

Confirm the person’s Shopify account and app access, then review their Rivio role and form scope with the owner. Test access using that person’s account after saving assignments.

Two access layers apply

Shopify determines whether a person can enter your store admin and open the app. Rivio's role determines what they can do inside it: Owner has full access, Staff works with assigned forms, and Read-only views without making changes.

Changing a Shopify permission does not automatically assign Rivio forms. The owner should review roles and form scope together, particularly when a reviewer moves to another program or leaves the team.

Additional reference

Role Comparison

Role Documented access
Owner All app capabilities
Staff Only the forms assigned to that staff member
Read-only View access without making changes

Example

Use Owner for the administrator, Staff for a reviewer assigned Demo Retailer Application, and Read-only for an observer.

Expected result

Each account's visible forms and permitted actions match its role; Shopify access is checked separately.

Limits and important behavior

  • Owner has full app access; Staff is limited to assigned forms; Read-only cannot change records.
  • The app role does not create or replace Shopify staff access.
  • If team-access controls are not visible to the owner, contact RivioApps Support to confirm the management entry point for your app release.

Troubleshooting and verification

If the app cannot be opened, check Shopify access. If a form is missing, check Staff assignments. If viewing works but editing does not, check whether the role is Read-only. Ask the owner to correct the relevant access layer.

Screenshots to add

Screenshot placeholder: Capture the app screen or test result described in “Understanding Owner, Staff, and Read-Only Roles”. Include the relevant saved settings and the example outcome so readers can connect the explanation to the interface. Use dummy applicant details and mask any secrets.

Related guides