Manage roles

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Create a new role

1. Go to the User Management page
2. Switch the tab to User Roles then click on Create New Role
3. Give the role a name
4. Choose the actions you’d like the new role to be able to perform
   • View: user can only view the page
   • Create: user can create new objects (e.g. add a new product)
   • Edit: user can edit existing objects (e.g. modify an order)
   • Export: user can download data from the portal (e.g. export invoice CSV sheet)
   • Import/Bulk: user can import data from integrations (e.g. import products from Shopify) or upload bulk sheets (e.g. create orders in bulk)
5. Assign the roles to existing users by clicking on Assign this role
6. Click Save Data to confirm your choices

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Edit an existing role

1. Go to the User Management page and switch the tab to “User Roles”
2. Switch the tab to User Roles then click on Edit
3. Update the actions
   • View: user can only view the page
   • Create: user can create new objects (e.g. add a new product)
   • Edit: user can edit existing objects (e.g. modify an order)
   • Export: user can download data from the portal (e.g. export invoice CSV sheet)
   • Import/Bulk: user can import data from integrations (e.g. import products from Shopify) or upload bulk sheets (e.g. create orders in bulk)
4. Assign the roles to existing users by clicking on Assign this role
5. Click Save Data to confirm your choices

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Delete a role

1. Go to the User Management page
2. Switch the tab to User Roles and find the role you want to delete
3. Unassign all users from the role
4. Click on the trash icon to delete the role