Role Capabilities Reference

Updated Apr 4, 2026 Users and Roles

This reference table shows exactly which capabilities each role has in SampleHQ.

Capability Owner Manager Sales Fulfillment
View samples Yes Yes Yes Yes
Manage samples (add, edit, delete) Yes Yes No No
View all orders Yes Yes Own only Yes
Create orders Yes Yes Yes No
Fulfill orders (process, ship) Yes Yes No Yes
Manage orders (edit, cancel, bulk actions) Yes Yes No No
List users Yes Yes No No
Create and edit users Yes Yes No No
Promote users (change roles) Yes Limited No No
Manage workspace settings Yes No No No
Manage billing and subscription Yes No No No
Connect CRM and shipping Yes No No No
View attribution (team) Yes Yes Own only No
Manage forms Yes Yes No No
AI Assistant Yes Yes Yes Yes
Bulk import Yes No No No

This table reflects the default capability assignments. Capabilities cannot be customized per user beyond their role assignment.

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