> ## Documentation Index
> Fetch the complete documentation index at: https://help.flextock.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage roles

> Grant, revoke, or edit your team members' roles and access on the portal.

## 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

## Edit an existing role

1. Go to the **User Management** page
2. Switch the tab to **User Roles** 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

## 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


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