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

# Permissions

Spree uses [CanCanCan](https://github.com/CanCanCommunity/cancancan) for authorization. The permission system allows you to define granular access control for different user roles.

## Permission Sets (Recommended)

Permission Sets provide a clean, modular way to manage permissions. Each permission set is a reusable group of permissions that can be assigned to roles.

### How It Works

1. **Roles** - Determine which permission sets govern a user's access (e.g., `admin`, `customer_service`)
2. **Permission Sets** - Contain the logic defining what actions users can perform on resources
3. **Role Configuration** - Associates roles with their corresponding permission sets

### Configuring Roles

In your `config/initializers/spree.rb`, configure which permission sets are assigned to each role:

```ruby theme={"theme":"night-owl"}
Rails.application.config.after_initialize do
  # Default permissions for all users (guests and logged-in customers)
  Spree.permissions.assign(:default, [Spree::PermissionSets::DefaultCustomer])

  # Full admin access
  Spree.permissions.assign(:admin, [Spree::PermissionSets::SuperUser])

  # Custom role with specific permissions
  Spree.permissions.assign(:customer_service, [
    Spree::PermissionSets::DashboardDisplay,
    Spree::PermissionSets::OrderManagement,
    Spree::PermissionSets::UserDisplay
  ])

  # Merchandiser role for product management
  Spree.permissions.assign(:merchandiser, [
    Spree::PermissionSets::DashboardDisplay,
    Spree::PermissionSets::ProductManagement,
    Spree::PermissionSets::StockManagement
  ])
end
```

### Built-in Permission Sets

| Permission Set            | Description                                                         |
| ------------------------- | ------------------------------------------------------------------- |
| `SuperUser`               | Full admin access with safety restrictions                          |
| `DefaultCustomer`         | Basic storefront permissions (browse, checkout, manage own account) |
| `DashboardDisplay`        | View admin dashboard                                                |
| `OrderDisplay`            | Read-only access to orders                                          |
| `OrderManagement`         | Full order management (view, edit, refund, etc.)                    |
| `ProductDisplay`          | Read-only access to products and catalog                            |
| `ProductManagement`       | Full catalog management (products, variants, taxonomies)            |
| `UserDisplay`             | Read-only access to users                                           |
| `UserManagement`          | Full user management                                                |
| `StockDisplay`            | Read-only access to inventory                                       |
| `StockManagement`         | Full inventory management                                           |
| `PromotionManagement`     | Manage promotions and coupon codes                                  |
| `ConfigurationManagement` | Manage store settings, shipping, taxes, etc.                        |
| `RoleManagement`          | Manage roles (except the protected admin role)                      |

### Creating Custom Permission Sets

Create a new permission set in `app/models/spree/permission_sets/`:

```ruby theme={"theme":"night-owl"}
# app/models/spree/permission_sets/warehouse_management.rb
module Spree
  module PermissionSets
    class WarehouseManagement < Base
      def activate!
        can :manage, Spree::StockItem
        can :manage, Spree::StockLocation
        can :manage, Spree::StockMovement
        can :manage, Spree::Shipment
        can [:read, :admin], Spree::Order
      end
    end
  end
end
```

Then assign it to a role:

```ruby theme={"theme":"night-owl"}
Spree.permissions.assign(:warehouse_staff, [
  Spree::PermissionSets::DashboardDisplay,
  Spree::PermissionSets::WarehouseManagement
])
```

### Permission Set API

Within a permission set, you have access to:

* `can(action, subject, conditions = {})` - Grant permission
* `cannot(action, subject, conditions = {})` - Deny permission
* `can?(action, subject)` - Check if permission exists
* `user` - The current user
* `store` - The current store (for multi-store setups)

```ruby theme={"theme":"night-owl"}
module Spree
  module PermissionSets
    class OrderManagementForOwnOrders < Base
      def activate!
        # Users can only manage orders they created
        can :manage, Spree::Order, created_by_id: user.id

        # But cannot cancel any order
        cannot :cancel, Spree::Order

        # Unless it's cancellable
        can :cancel, Spree::Order, &:allow_cancel?
      end
    end
  end
end
```

### Managing Permission Configuration

```ruby theme={"theme":"night-owl"}
# Assign permission sets to a role
Spree.permissions.assign(:customer_service, [
  Spree::PermissionSets::OrderDisplay,
  Spree::PermissionSets::UserManagement
])

# Add more permission sets to an existing role
Spree.permissions.assign(:customer_service, [
  Spree::PermissionSets::StockDisplay
])

# Clear all permission sets from a role
Spree.permissions.clear(:customer_service)

# Check what permission sets a role has
Spree.permissions.permission_sets_for(:customer_service)
# => [Spree::PermissionSets::OrderDisplay, ...]

# Check if a role is configured
Spree.permissions.role_configured?(:customer_service)
# => true
```

## Users and Roles

Spree comes with an `admin` role by default. You can create more roles in the Admin Panel or via Rails console:

```ruby theme={"theme":"night-owl"}
Spree::Role.find_or_create_by(name: 'customer_service')
Spree::Role.find_or_create_by(name: 'merchandiser')
Spree::Role.find_or_create_by(name: 'warehouse_staff')
```

Assign a role to a user:

```ruby theme={"theme":"night-owl"}
user = Spree.user_class.find_by(email: 'john@example.com')
role = Spree::Role.find_by(name: 'customer_service')
user.spree_roles << role
```

### Default Role Behavior

* Users with **no roles assigned** automatically get the `:default` role permissions
* No `RoleUser` records are created for regular customers
* Only users with special permissions need explicit role assignments

## Legacy Approach: Custom Ability Classes

<Note>
  The permission sets approach above is recommended for new projects. The legacy approach below is supported for backward compatibility.
</Note>

### Adding Custom Permissions via Decorator

Create a new ability class in `app/models/customer_service_ability.rb`:

```ruby theme={"theme":"night-owl"}
class CustomerServiceAbility
  include CanCan::Ability

  def initialize(user)
    if user.respond_to?(:has_spree_role?) && user.has_spree_role?('customer_service')
      can :manage, Spree::Order
    end
  end
end
```

Register it via a decorator in `app/models/spree/ability_decorator.rb`:

```ruby theme={"theme":"night-owl"}
module Spree
  module AbilityDecorator
    def abilities_to_register
      [CustomerServiceAbility]
    end
  end

  Ability.prepend(AbilityDecorator)
end
```

### Replacing the Ability Class

You can replace the entire ability class via [Dependencies](/developer/customization/dependencies):

```ruby theme={"theme":"night-owl"}
# config/initializers/spree.rb
Spree::Dependencies.ability_class = 'CustomAbility'
```

```ruby theme={"theme":"night-owl"}
# app/models/custom_ability.rb
class CustomAbility < Spree::Ability
  def initialize(user, options = {})
    alias_cancan_delete_action

    @user = user || Spree.user_class.new
    @store = options[:store] || Spree::Current.store

    if @user.respond_to?(:has_spree_role?) && @user.has_spree_role?('admin')
      apply_admin_permissions(@user, options)
    elsif @user.respond_to?(:has_spree_role?) && @user.has_spree_role?(:customer_service)
      apply_customer_service_permissions(@user)
    else
      apply_user_permissions(@user, options)
    end

    protect_admin_role
  end

  protected

  def apply_customer_service_permissions(user)
    can :manage, Spree::Order
    can [:read, :admin], Spree.user_class
  end
end
```

## CanCanCan Reference

Spree's permission system is built on CanCanCan. Key concepts:

* `can :action, Subject` - Grant permission
* `can :manage, Subject` - Grant all actions (create, read, update, destroy)
* `cannot :action, Subject` - Explicitly deny permission
* `can :action, Subject, conditions` - Conditional permission

```ruby theme={"theme":"night-owl"}
# Examples
can :read, Spree::Product                           # Can read any product
can :manage, Spree::Order, user_id: user.id        # Can manage own orders
can :update, Spree::Order do |order|               # Block conditions
  order.user == user && !order.completed?
end
cannot :destroy, Spree::Order                       # Cannot destroy any order
can :destroy, Spree::Order, &:can_be_deleted?      # Unless it's deletable
```

See the [CanCanCan documentation](https://github.com/CanCanCommunity/cancancan) for more details.
