How to Create a New Role

Custom roles let you control exactly what each team member can do. This is useful when you want to give someone specific permissions or limit access to certain features.

Step-by-Step Guide

1. Open the sidebar menu.
2. Select Store from the menu. You will see a list of store settings.
3. Select Roles & Permissions to open the roles management page.
4. Click the Add Role or Create Role button.
5. Enter the role details. See the field explanations for details on each field.
6. Set the permissions for this role. See the full permissions list for all available options.
7. Click Save. Your new role will appear in the list and can be assigned to staff members.

Tips

• Use clear names so your team knows what each role is for.
• Only give sensitive permissions (like deleting data or changing settings) to trusted team members.
• You can always edit or delete roles later if your needs change.
• Review your roles regularly as your business grows.

Best Practices

• Start with basic roles and add more as needed.
• Keep permissions simple -- most staff only need basic access.
• Remove or update roles that are no longer needed to keep your system clean.