User Roles

Updated 2 years ago by Cory M.

User roles define a set of "resources" or permissions which assigned users will be granted. Restricting access to an "as-needed" basis is good practice for security reasons, privacy reasons, and to simplify the interface.

Creating User Roles

  1. To create a new Role, navigate to System > Users, then click User Roles, then click Add New Role at the top right of the Roles pane.
  2. Choose a Role Name that describes what level of access these users need or their job description (e.g. Accounting, Shipping, Ordering, etc.)
  3. Use the left side menu and choose Role Resources. Here you can determine which features this user role (or client user role) will have access to.
  4. By choosing All as a Resource Access type, this grants full feature access to the user role, or specify which actions and pages they can view by using Custom.
  5. Now click Save Role, and this role will appear in the list when creating users and assigning their roles.

For setting Client Users and Roles the process is virtually the same except you would navigate to System > Users and click Manage Client Users, then Client User Roles.

The Roles Grid

The Roles grid is separated into 2 main columns:

  • ID
  • Role Name

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