Help CenterSettings

Users & Staff

Create or edit a role and its permissions

Create a role with the page access and actions staff members need, then assign it to their accounts.

Before you start

  • Settings → Users & Staff
  • Your account needs permission to view roles and to create or edit them. You can grant only permissions your account is authorized to manage.

What success looks like

  • The role saves the selected permissions and applies them to staff accounts assigned that role.

Quick start

The shortest path through this area.

  1. 1Open Roles & Permissions and click Create Role, or open a role you can edit.
  2. 2Enter the Role Name and Description.
  3. 3Find the relevant Store sections. Select individual actions, or use a section’s selection control and review all the permissions it selects.
  4. 4Include both View access and the actions needed for a task. For example, a person who issues refunds needs to view orders and refund transactions.
  5. 5Click Create Role or Save Changes.
  6. 6Open Staff Members and assign the role to the appropriate accounts.
  7. 7Have the staff member sign in and check their access. Pages can be hidden from navigation when the account lacks the required permission.

How this area works

Reference information for the choices on this page.

Fields and options
  • Inventory: Singles, products, warehouses and transfers, purchasing, pricing, marketplaces, and imports have separate action permissions.
  • Sales: Orders, fulfillment, refunds, discounts, shipping, buylist, customers, loyalty, and payment setup have separate permissions.
  • Reports and accounting: Permissions distinguish viewing and exporting reports from creating or editing accounting records.
  • Content: Pages, branding, navigation, testimonials, and events have their own access controls.
  • Administration: Settings, billing, email, support, staff, and roles are controlled separately. A permission may be listed even when its feature is not available to the account.

Troubleshooting

Choose the symptom that matches what you see.

A checkbox is missing

You cannot grant permissions that your own account is not authorized to grant.

Staff can view a page but cannot save

Add the specific action permission if appropriate, then verify access again.

Continue with a related guide

Users & StaffDelete a role and move its staff assignmentsEdit, deactivate, or reactivate a staff account

Still stuck?

Open a support ticket. We’ll include this guide so you only need to explain what happened and where you got stuck.

Sign-in is required to protect store information.

Open support ticket