Merchant dashboardOverview

Merchant dashboard

The merchant dashboard is the private workspace each merchant uses to run their business. It brings products, orders, customers, payments, marketing, content, and settings into one place.

Potter Website Hosting publishes the merchant’s complete public website. The merchant dashboard is for authorized owners and staff. What each merchant sees is shaped by its business type, enabled capabilities, and the staff member’s permissions.

Where it sits

  • Access is limited to authenticated merchant owners and staff.
  • Roles and permissions determine which business areas a staff member can use.
  • Each merchant sees only its own business data.
  • Sensitive actions remain protected within the private dashboard.

What’s in the box

AreaExamples
CommerceCatalog, inventory, collections, categories, discounts
Orders & moneyOrders, finance, payments, invoices, subscriptions
SchedulingBookings, calendar, calendar-sync, resources, check-in, attendees
CustomersCustomers, segments, loyalty, reviews
MarketingEmail, SMS, WhatsApp, automations, abandoned-cart
Content & brandBlog, templates, editor, appearance, bio
InsightsAnalytics, customer analytics
OrganizationWorkspaces, team, business profile, builds
SettingsFeatures, domains, shipping, taxes, billing, policies, and more

The dashboard adapts to the merchant. A bookings business sees Services, Appointments and Calendar; a retail business sees Product Catalog, Orders and Fulfillment: the same routes, relabelled and gated by intent. See Intent-driven navigation.

Sections