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Policy Rule Visibility

You can define who can use each policy rule and in what cases:

  • Customer-facing policy rules: When you make a policy rule available in the Returns Portal, it automatically becomes available to your employees in the Dashboard as well.

  • Employee-only policy rules: You can create policy rules specifically for your employees to use when internally creating RMAs through the Dashboard. These rules won't be visible to customers in the Returns Portal.

This gives you the flexibility to offer standard return options to customers while maintaining internal policies for specific situations.

Configuring Policy Rule Visibility
To configure where a policy rule is offered:
  1. Navigate to Settings > Return Policy.

  2. Expand the section containing the rule you want to edit.

  3. Click the specific policy rule you want to edit.

  4. In the Details section, under Apply to, select all the relevant options from the dropdown menu:

    • Returns Portal - Sets the policy rule to be visible and usable by customers when they create RMAs through the Returns Portal.

    • Create RMA - Online users - Grants employees not associated with a physical store location with access to this policy rule when creating RMAs through the Dashboard.

    • Create RMA - Physical store users - Grants employees associated with a physical store location to have access to this policy rule when creating RMAs through the Dashboard.

  5. Click the save icon to save your changes.