Manage roles

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Create a new role

1. Go to the User Management page
2. Click the User Roles tab, 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: Allows viewing the page only
   • Create: Allows creating new objects (e.g. adding a new product)
   • Edit: Allows editing existing objects (e.g. modifying an order)
   • Export: Allows downloading data from the portal (e.g. exporting an invoice CSV sheet)
   • Import/Bulk: Allows importing data from integrations (e.g. importing products from Shopify) or uploading bulk sheets (e.g. creating orders in bulk)
5. Assign the roles to existing users by clicking on Assign this role
6. Click on Save Data to confirm your choices

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Edit an existing role

1. Go to the User Management page
2. Click the User Roles tab, then click on Edit
3. Update the actions
   • View: Allows viewing the page only
   • Create: Allows creating new objects (e.g. adding a new product)
   • Edit: Allows editing existing objects (e.g. modifying an order)
   • Export: Allows downloading data from the portal (e.g. exporting an invoice CSV sheet)
   • Import/Bulk: Allows importing data from integrations (e.g. importing products from Shopify) or uploading bulk sheets (e.g. creating orders in bulk)
4. Assign the roles to existing users by clicking on Assign this role
5. Click on Save Data to confirm your choices

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Delete a role

1. Go to the User Management page
2. Click the User Roles tab 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