User Roles & Permissions
Step 1: Accessing Roles & Permissions
- Go to Settings → Roles
- Or navigate to /store/[key]/settings/roles
- You'll see roles list page
Step 2: Understanding Roles
- System Roles: Built-in roles (cannot be deleted)
- Custom Roles: Roles you create
- Each role has specific permissions
- Permissions control access to features
Step 3: Viewing Existing Roles
- Roles are listed in table
- Each role shows:
- Role Name
- Type (System or Custom)
- Actions (Edit/Delete)
- System roles show "View" icon
- Custom roles show "Edit" icon
Step 4: Creating New Role
- Click "Create Role" button
- Role builder modal opens
- Enter Role Name:
- Type role name
- Use descriptive name
- Set Permissions:
- Select resources (Products, Orders, etc.)
- For each resource, set:
- Read: Can view
- Write: Can create/edit
- Delete: Can delete
- Check/uncheck permissions as needed
- Save Role:
- Click "Save" button
- Role is created
- Appears in roles list
Step 5: Editing Role
- Find role in list
- Click "Edit" icon (pencil)
- Role builder modal opens
- Modify permissions:
- Change permission settings
- Add or remove access
- Update role name if needed
- Click "Save" to update
Step 6: Viewing System Role Permissions
- Find system role in list
- Click "View" icon (eye)
- See permissions (read-only)
- Cannot modify system roles
Step 7: Deleting Role
- Find custom role to delete
- Click "Delete" icon (trash)
- Confirmation modal appears
- Confirm deletion:
- Click "Delete" button
- Role is deleted
- If role is in use:
- Error message appears
- Shows users with this role
- Reassign users first
Step 8: Understanding Permissions
- Read Permission:
- Can view resources
- Cannot modify
- Write Permission:
- Can create new items
- Can edit existing items
- Delete Permission:
- Can remove items
- Use with caution
Roles & Permissions Tips
- Create roles based on job functions
- Use descriptive role names
- Grant minimum necessary permissions
- Review roles regularly
- Reassign users before deleting roles
- Test permissions after changes