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Supplier Roles & Permissions

Configure and manage user access through roles and permissions.

  • role-listView the list of roles.
  • role-createCreate new roles.
  • role-updateEdit roles and the permissions attached to them.
  • role-deleteDelete roles.
  • supplier-permission-listView the full list of available permissions.
  • team-listView the current team's members and details.
  • role-permission-listView the roles and permissions assigned to a user.
  • role-and-permission-attachAssign roles and permissions to a user.

Overview​

The Roles & Permissions system enables you to control platform access through customizable roles. Each role can be configured with specific read and write permissions, then assigned to team members to grant appropriate access levels.

Key Features​

Roles & Permissions give you the ability to:

  • Preconfigured roles — use built-in Admin, Content Manager, and Account Manager roles
  • Custom role creation — define new roles tailored to your team structure
  • Granular read/write permissions — control access at the individual feature level
  • Default role assignment — set a role as the default for new team members

Assigning Roles​

  1. Navigate to Settings, then select Team. Select the team member you want to update
Viewing the team members table
  1. Open the Roles section and select Edit
Viewing a user page and selecting edit roles
  1. Search for and select the appropriate roles
Searching for and selecting roles
  1. Review your selections, remove any if needed, and save your changes
Saving the role selection

Preconfigured Roles​

The platform provides three standard roles:

RoleReadWrite
AdminAll features & settingsAll features & settings
Content ManagerAll features & settingsAll features & settings except for Stores, Team, Users, Roles & Business
Account ManagerAll features & settingsNo write permissions

Creating a Role​

  1. Navigate to Settings and select Roles
The Roles page
  1. Select + New role, enter a role name, and set the default status
Entering a role name
  1. Configure read and write access by selecting permission categories
Available permissions for a role
  1. Open individual categories to set bulk permissions or configure individual access as needed
Selecting permissions

Managing Roles​

You can edit existing roles, remove unused roles, or create new roles from the roles management page.

Dropdown menu options for a role

Available Permissions​

Features Access​

Detailed permission options for platform features:

[Previous tables with Features and Settings permissions remain the same...]

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