> ## 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.

# Roles

> Define what each staff role can see and do in Spree — build permission sets from a grid of resources, or start from a ready-made template.

A **role** is a permission set you assign to staff. It decides which parts of the dashboard a person can open, and which of those they can change.

To manage roles, navigate to **Settings → Roles**, under the **Users & permissions** group.

The table has three columns:

* **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

A role that Spree protects carries a **Protected** badge.

## Create a Role

Click **Add role**. A panel opens, headed *"Choose what this role can view and manage."*

1. 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.
2. Give the role a **Name**, and a **Description** if the name is not self-explanatory.
3. 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.
4. Click **Save**.

The role is then offered when you [<u>invite or edit a teammate</u>](/docs/user/settings/staff).

<Note>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.</Note>

## What You Can Grant

The grid holds 28 resources in 9 groups. Each row can be granted **View**, **Manage**, or both.

| Group         | Resource         | What it covers                                          |
| ------------- | ---------------- | ------------------------------------------------------- |
| **Analytics** | Dashboard        | Sales and performance analytics                         |
|               | Reports          | —                                                       |
| **Orders**    | Orders           | Orders, line items, returns, exchanges and claims       |
|               | Payments         | Order payments and payment capture                      |
|               | Fulfillments     | Pack, ship and track order fulfillments                 |
|               | Refunds          | Issue and view refunds                                  |
| **Catalog**   | Products         | Products, variants, options, prices and media           |
|               | Product types    | Product type definitions and their custom fields        |
|               | Publishing       | What is visible in the storefront and when              |
|               | Media            | Images, video and files in the media library            |
|               | Categories       | Category tree and taxonomies                            |
|               | Collections      | Manual and rule-based product collections               |
|               | Stock            | Stock levels, locations, movements and transfers        |
|               | Purchasing       | Suppliers and purchase orders                           |
| **Customers** | Customers        | Customer accounts, addresses, cards and groups          |
| **Sellers**   | Sellers          | Seller accounts, onboarding and approval                |
|               | Commissions      | Commission rates and what each seller is charged        |
|               | Payouts          | Money paid out to sellers and its schedule              |
| **Loyalty**   | Gift cards       | Gift cards and gift card batches                        |
|               | Store credits    | Customer store credit balances                          |
| **Marketing** | Promotions       | Promotions, rules and coupon codes                      |
| **Settings**  | Settings         | Store, payment, delivery, tax and channel configuration |
|               | Delivery methods | Shipping options, rates and the rules that gate them    |
|               | Package types    | —                                                       |
|               | Webhooks         | Webhook endpoints and deliveries                        |
|               | Integrations     | Provider credentials and connections                    |
| **Access**    | API keys         | Create and revoke API credentials                       |
|               | Staff & roles    | Team members, invitations, roles and their permissions  |

<Note>**Dashboard** can be viewed but not managed, so it offers only one of the two tick boxes.</Note>

## Edit a Role

Open the role's row actions and choose **Edit**, then adjust the grid and save.

<Warning>The built-in **Admin** role is protected and cannot be edited. Opening it shows the full permission grid and a **Save** button, but reads *"This role is protected and cannot be edited."* — none of those controls will take. To run a variation on Admin, create a new role instead.</Warning>

## Related

* [<u>Settings → Staff</u>](/docs/user/settings/staff)
* [<u>Customization → Permissions</u>](/docs/developer/customization/permissions)