How to Create and Manage a Role

Creating user roles in CommerceJet allows you to effectively manage permissions and control access across your team. Follow this step-by-step guide to create and customize roles for your users.

Step 1: Navigate to Settings

From the CommerceJet Dashboard, locate the Settings option in the side menu. Click on it to access various settings for your account.

Step 2: Access User Roles

In the Settings section, click on User Roles to view the list of roles currently available in CommerceJet. Here, you can manage, create, or delete user roles based on your needs.

Step 3: Add a New Role

To create a new role, click the Add New button. This will open a form where you can input the Role Name for the new role you are creating.

Step 4: Customize Role Permissions

After adding the role name, you can customize the role’s permissions. You can assign specific tasks the role is allowed to create, update, delete, or view. Simply select the permissions that suit the role’s responsibilities.

Step 5: Deleting Roles

If a role is no longer needed, you can also delete it by selecting the role from the list and choosing the Delete option.

Pro Tip: Regularly review the permissions assigned to roles to ensure that users have the correct access based on their current responsibilities in your team.

Success!

You’ve successfully created a new user role in CommerceJet and customized its permissions. This role is now ready to be assigned to your users.

Need Help? For more tutorials or assistance, visit our Help Center at CommerceJet.