➕ How to Create a New Role
Creating custom roles lets you control exactly what each team member can do in your store. This is perfect if you want to give someone special permissions or limit access to certain features. No technical skills needed—just follow these easy steps!
📍 Step-by-Step Guide
- Open the Menu: Click the ☰ sidebar hamburger menu to open navigation.
- Store: Select Store from the menu. You`ll see a list of options related to your store settings.
- Go to Roles & Permissions: Select Roles & Permissions from the list to proceed to the roles management page.
- Add a Role: Click the Add Role or Create Role button (usually at the top right or bottom of the roles list).
- Enter Role Details: Fill in the role detail. See Field Explanations for what each field means.
- Set Permissions: Choose what this role can and cannot do. See Permissions for a complete list.
- Save Role: Click Save. Your new role will now appear in the list and can be assigned to staff members.
💡 Tips
- Use clear names so you and your team know 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 or changes.
🛠️ Best Practices
- Start with basic roles and add more as needed.
- Keep permissions simple—less is more for most staff.
- Remove or update roles that are no longer needed to keep your system tidy.
For more help, see the documentation or contact support.