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Help Center Custom Role Management

Custom Role Management

As the dashboard admin, you can add users with different roles to help you run the marketplace. Typical roles you can add users for include marketing, support, order management, business development.

Follow these steps to add new roles to your dashboard:

  • Click on Roles under User Settings in the Configure subhead of the left sidebar menu
  • Click on the blue Add button available on the right corner of the Roles page
  • In the Add Role page, you’ll have to fill in user details, including Role Name and Description.
  • In the Permissions section, click on each section of the dashboard you want to grant the user permission for. For instance, a marketing user will need permission for Promo Codes, Banner, and Analytics.
  • Once the permissions have been correctly updated, click on Add.

Here’s how you can edit or delete permissions for existing roles in your dashboard:

  • Click on Roles under User Settings in the Configure subhead of the left sidebar menu
  • Here, you’ll see a list of roles that have been created. These typically include, marketing, support, order management, and business development.
  • To edit or delete these users, click on the horizontal ellipses next to each role and select either Edit or Delete
  • In the Edit view, you’ll get permission fields for different sections of the dashboard. Click on each role to change the access and click on Update

To add a manager to the dashboard, follow these steps:

  • Click on Managers under User Settings in the Configure subhead of the left sidebar menu
  • Click on the blue Add button available on the right corner of the Managers page
  • Fill in all the required details, including Name, Email, Phone Number, Password, Role, and Merchant.
  • Role will be what you created in the previous section and merchant will be the specific merchant/seller you want this user to manage.

For instance, if you have to add an Order Management Staff, go to the Managers page under User Settings in the Configure subhead. Here, enter all the details of the individual you want to add, select Order Management from the Assign Role dropdown, assign them a merchant and click on the Add button

All the managers you add to the dashboard will be visible in the Managers page, where you can update their details or remove their access.

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