Roles and permissions
A role is a set of permissions. Each user has one role, and the role decides which pages they see and what they can do on each: view, create, edit or delete.
Go to Me › Permissions.
Built-in roles
| Role | Who | Notes |
|---|---|---|
| Company | The company owner | Full access. Can't be changed. |
| Staff | People who help in your shop | Created with every company: products and shipments are on, users, permissions and the shop settings are off. Its permissions can be changed, but the role can't be deleted. |
You can add as many roles as you like, for example Products or Manager.
Creating a role
- Tap New role, type the Role name (each name once) and tap Add.
- The new role is chosen; switch on its permissions (below) and tap Save.
Delete this role removes the role you are looking at and its permissions; a role still given to users can't be deleted.
The permissions of a role
Areas are grouped by section, and only areas in your plan are listed:
| Section | Areas |
|---|---|
| User Section | Users (users and the activity log), Permission (roles themselves) |
| Item Section | Items (products and categories) |
| Shop Section | Shop (your shop), Shipment (delivery prices) |
For each area:
| Switch | Allows |
|---|---|
| See | Open it and see its records |
| Add | Add new records |
| Change | Change existing records |
| Delete | Delete records |
Turning on Add, Change or Delete also turns on See; turning See off turns the whole area off. Changing a role with unsaved switches asks first.
Permission lets a user change roles themselves. Give it only to people you trust.
Access denied
A user who opens a page their role doesn't allow sees Access denied. Attempts are recorded in the information log. Changes to a role apply the next time the user opens a page.