User Roles

Updated 4 months ago by Cory M.

User Roles define a set of "resources" or permissions which assigned users will be granted. Granting only the permissions necessary for a user's legitimate needs and purpose is good practice because it:

  • reduces risk should a user's account become compromised
  • helps protect the privacy of your customer's data
  • simplifies the user interface

Managing User Roles

Navigate to System > Users, then click User Roles to access the User Roles grid.

Managing roles for Client Users is virtually the same except you would navigate to System > Users and click Client Users then Client User Roles.
  1. Navigate to the appropriate User Roles or Client User Roles grid and then click Add New Role.
  2. Choose a Role Name that describes what level of access users assigned to this Role with need or their job description (e.g. Accounting, Shipping, Customer Support, etc.).
  3. Click the Role Resources tab in the left sidebar. Here you can determine which features the users assigned to this User Role (or Client User Role) will have access to.
  4. Choose Custom as the Resource Access type and check the boxes for the permissions you would like to grant to this role.
  5. Now click Save Role, and this role will be available when creating users and assigning their roles.


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