Learn how to set up different permissions for users in the Retail Portal
You can manage users from the Users tab on the left menu:
Follow the following steps to set up different types of permissions for users based on the access they should have:
1. Go to Users > User Roles > Click on + Add Role in the blue ribbon at the top
2. Give the user role a new name at the top:
3. Now choose the pages you want to add to this user role by selecting them using the tick boxes:
5. Expand on the pages, by clicking on the dropdown arrow on the right to set further permissions within each page:
5. You can choose if the user role should have edit or view-only access via this toggle on the right:
6. Finally, hit the save button to ensure your new role is added to the Retail Portal:
7. Now add existing users to the User Role by going to Users > Manage Users > Edit:
8. Assign the user role by clicking on the dropdown arrow and hitting save:
9. You can also add new users via this tab by clicking on the + Add User button:
10. Assign them to the saved user roles and hit the save button. This will send a welcome email to their inbox to set up their password:
