- Role: the role’s name
- Permissions: a badge reading Full access, No permissions, or a count such as +4 more
- Members: how many staff hold the role
Create a Role
Click Add role. A panel opens, headed “Choose what this role can view and manage.”- Optionally click one of the three Start from buttons — Order manager, Merchandiser or Support — to fill the grid with a ready-made set rather than starting empty.
- Give the role a Name, and a Description if the name is not self-explanatory.
- Set the permissions. The grid has a row per resource and two tick boxes — View and Manage. Tick View for everything the role should be able to open, and Manage for everything it should be able to change.
- Click Save.
Three buttons above the grid set every row at once: Read only, Full access, and Clear. Use one of them as a starting point, then adjust the individual rows.
What You Can Grant
The grid holds 28 resources in 9 groups. Each row can be granted View, Manage, or both.Dashboard can be viewed but not managed, so it offers only one of the two tick boxes.

