Getting Started
Getting Started Checklist
A Guide to Creating Your First Order
shopVOX Overview
Icons and Interface Tour
How Do I Cancel My shopVOX Account?
How do I Update Our Billing Info?
Color Picker - Saving Colors
Enhancing Security with Multi-Factor Authentication in shopVOX
Webinars in shopVOX Express: Learn and Grow with Us
Syncing Job Line item names, on the Jobs Board
Setting Up Your Account
Accounting
Connecting to your Accounting Software
Connecting Your QuickBooks Online account to shopVOX
Connecting your XERO account to shopVOX
XERO accounting FAQs
Connecting Your Sage One Account to shopVOX
Quickbooks Online: Common Sync Errors
Importing Your Customers and Contacts
Add your Payment Gateway
Inviting Users to Your Team
Add Your Logo and Company Info
Group and Describe Jobs with Tags
Setting Roles for your Team
SMTP Settings
Configuring Your Notifications
Created Canned Message Templates for Your Team to Use
Adding Vendors
Quoting and Order Management
Adding/Updating Customers and Contacts
How to Issue Refunds and Credit Memos
Stay Organized with Notes, Tasks, and Assets
Purchasing and Receiving Blank Garments
Creating Your Own Custom Views
Roll Up Line Items to Combine Pricing
Invoice statements: creating and sending to a customer
Give customer options using No total Pdf
Production Management
Track Progress with Job Statuses
Managing Job Statuses and Deadlines
Creating Jobs for Tracking Production
Using a TV for your Job Board
Creating Your Own Custom Job Views
Uploading and Sending Proofs for Approval
Products and Pricing
Golden Products - Express
Apparel Decoration
How to Price Graphic Design (for apparel decorators)
How to price Embroidery
How to Price Screen Printing
How to Price Promotional Products
How to Price Color Matches
Integrated SAGE promotional catalog
How to price apparel with Mixed Decoration
How to price Direct To Garment printing
How to Price Color Changes
How to Price Digitizing
How to price Heat Transfers
What are Products?
Guide to apparel decoration pricing
Setting Your Shop Hourly Rate
Adding Your Own Products
Customizing the Base Products
Golden Products List by Global Region
Whats New
2025 Whats New
2024 Whats New
Wed, 06/05/2024 Tasks, notes, and assets associated with a quote to sales order to invoice will now be displayed in the Related Assets section. Pro & Express
Fri, 05/31/2024 Quick Tip: What does the yellow color indicate on a job board? Pro & Express
Thu, 05/30/2024 “Mastering Customer Proof Reviews: Unveiling the Dollar Value Flag” Feel free to use or modify it as needed! 😊📝 Pro & Express
Thu, 08/08/2024 Microsoft Outlook - Two Factor Authentication Pro & Express
Wed, 05/15/2024 Enhanced Notification System: In-app Alert for Proof Uploaded Pro & Express
Fri, 09/06/2024 Allow Line Item Taxable Override Pro & Express
Fri, 10/04/2024 New Apparel catalog available for US/CAN accounts! Pro & Express
Tue, 05/21/2024 Added New Email Template Tag: {{txn_downpayment}} Pro & Express
Wed, 06/05/2024 Added a new addition to the Products called 'Published'. Pro & Express
Mon, 09/16/2024 Express & Pro webinar articles Pro & Express
Tue, 10/08/2024 New feature added: Task templates to prefill repeated Tasks Pro & Express
Tue, 11/05/2024 2FA - Two Factor Authentication is now active (Optional) Pro & Express
Wed, 05/01/2024 Daily Tip - Add shopVOX email id's as contacts!
Tue, 10/29/2024 Enhancement to the online proofing feature. Pro & Express
Thu, 05/02/2024 Quick Tip: Within each user profile, there's a setting to toggle between Full Screen Mode and Fixed Layout.
Mon, 10/07/2024 Enhancement in Task Pro & Express
Sat, 08/10/2024 Australia/New Zealand regional Golden Products have been updated! Pro & Express
Wed, 08/28/2024 Update: The Purchase Order State will automatically change from Draft to Ordered once the Vendor Order ID is eneterd on the PO. Pro & Express
Fri, 05/31/2024 Added another PDF for Invoice Statements: Aging Summary PDF. Pro & Express
Wed, 08/28/2024 Enhancement in New Customer page Pro & Express
Fri, 05/17/2024 Job Board Overview and Best Practices Pro & Express
Wed, 11/06/2024 Colors: there is a new way to save colors! Pro & Express
Tue, 10/08/2024 New feature added: Task templates to prefill repeated Tasks Pro & Express
Wed, 10/16/2024 Announcement: Another new US Apparel catalog available! Pro & Express
- All Categories
- Setting Up Your Account
- Setting Roles for your Team
Setting Roles for your Team
User Roles are how you set permissions and internal controls inside your shopVOX account. This gives your account added security, and allows you to tailor each users experience to one that fits their role in your company, and hide those that do not. This article will guide you on how to set which features each team member (user) will have access to. Then, you'll be able to customize your Role permissions for each user in your account.
How do Roles Work?
After you set up a new user in shopVOX, next you will want to assign them a role. We have added a set of default roles to your account that you can use to start out. Remember to only assign one role per user. That way those permissions you set on that role will not conflict with any other roles.
These are the default roles:
- CSR - specifically for Customer Service Reps
- Sales – for all sales reps
- Designer – for your design staff
- Production – for your production staff that don’t need to access anything but Jobs
- Super User – full and complete access – for owners and managers who need to see and change everything
How to Add a New Role
- Click on the Settings Icon, then click Team
- Then choose Roles
- Click on the green Add New Role button, or click on one of the existing roles to open the role settings and make changes
- From here you can name the Role. You can create a special role for a specific person on your team if that person wears multiple hats and needs access to shopVOX that might be different from the rest of your team. For example - you can name a role "Operations" or more specifically "Tom - Operations Manager".
- Then you will decide which areas of shoPVOX will ve visible, hidden, enabled or disabled, or editable to this specific role.
- You'll notice that there are many permissions to set that are categorized into sections. Go through these sections and customize the role permissions:
- Transactions
- Quotes
- Sales Orders
- Invoices
- Payments
- Credit Memos
- Refunds
- Jobs
- Customers
- Contacts
- General
