The All Roles section allows merchants to assign roles and permissions to staff members. This ensures controlled access to different sections of the system, maintaining security and operational efficiency.
- Accessing the All Roles Section
- Navigate to Staff > All Roles in your dashboard.
- This page displays all existing roles and their associated permissions.
- Creating a New Role
- Click “Add New” to create a new role.
- Configuring Role Details
- Name: Enter a unique name for the role (e.g., “Manager,” “Cashier,” or “Kitchen Staff”).
- Permissions: Assign specific permissions for this role, including:
- Create – Allows the staff to add new entries.
- Update – Allows the staff to edit existing entries.
- Delete – Allows the staff to remove entries.
- View – Grants read-only access to specific sections.
- Sub-Navigation Sections: Assign which sections the role can access, such as:
- Dashboard – View order summaries, sales statistics, and top customers.
- Merchant Configuration – Access store settings, payment history, store hours, and taxes.
- Orders – Manage new, processing, completed, and scheduled orders.
- Reviews – Monitor and respond to customer reviews.
- Withdrawals – Request payouts and manage financial transactions.
- Saving and Managing Roles
- Click Save to apply the permissions to the new role.
- View the All Roles List to see created roles and their assigned permissions.
- Edit or delete roles as needed.
- Assigning Roles to Staff Members
- Once roles are created, assign them to staff members under Staff Management.
- Staff members will only see and access the sections they are permitted to.