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Store Managers do not change global rules or permissions—that’s handled by Company Admins. Instead, Store Managers configure how Clienteling is used operationally inside their store. Store managers can:

  • Assign customers to store staff
  • Reassign customers when staff availability changes
  • Mark important or high-value customers as Starred which helps staff quickly identify priority customers
  • Review conversations happening in their store and ensure no customer messages are missed
  • Step in when escalations are required
  • Support returns, exchanges, and upsell opportunities by using Recent Orders and View All Orders for context