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Resale Intelligence

Team and permissions

Tasks only the owner can do

Published Last updated Written and reviewed by the Resale Intelligence team

On this page
  1. Owner-only tasks
  2. Team tasks only owners can do
  3. Owners are told about important events
  4. Good to know
  5. If no owner can sign in any more

The plan and billing, security settings, pricing controls and the full store export are owner-only by default, and a store must always keep an active owner.

Some tasks affect the whole store, such as paying for the service, pricing controls or all customer data. By default only owners can do them. Store admins can't, and can't hand them to anyone else.

Owner-only tasks

Task Permission More
Choose and pay for a plan, see invoices Manage plan and billing Choose the right plan for your store
Require 2FA store-wide, set approval thresholds and solo mode Security settings Solo mode: self-approval with a reason
Set valuation parameters, the purchase limit and the maximum discount Pricing and limit settings Set minimum profit, risk reserve and holding cost
Download the full store file, customer data included Export all store data (including customer data) Export all your store data

Team tasks only owners can do

  • Appoint owners and store admins.

  • Edit store admins, auditors and privacy officers.

  • Confirm a conflicting permission pair with a reason; see Adjust one person's permissions.

Owners are told about important events

  • When someone else changes a team member's access

  • A summary of self-approved actions

  • Team accounts that have been inactive for a long time

  • When an access review is due

  • Billing matters, such as a trial ending soon or an overdue payment

Good to know

  • The store must keep at least one active owner. The system won't suspend or change the role of the last owner, and never suspends owners for inactivity.

  • Owners can add other owners. Stores with partners should have more than one owner.

  • Owners can grant these permissions individually, but the access review then shows a finding that someone holds owner-only permissions.

  • Owners can't delete evidence either. Financial documents and the audit log can't be edited or deleted, only voided with reversing entries.

  • Owner accounts always need 2FA, and recovery codes should be kept safe. See 2FA recovery codes and changing phones.

If no owner can sign in any more

If none of the store's owners can sign in, for example the previous owner left the business, the support team can transfer ownership after checking documents such as a company affidavit. Two team members must check it, and every owner and admin of the store is emailed. Get in touch through Contact the team with a reference code.

Frequently asked questions

Can I hand the store to another owner?

Yes. An owner can change another member's role to owner. If no owner can sign in any more, contact the support team to transfer ownership after a document check.

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