Roles and permissions
A role is a set of permissions. A person’s permissions are everything their roles allow together. Use the built-in roles, or make your own.
- You need Users & roles › Manage roles, which only Admins have.
See the roles
Open the Roles tab. Built-in roles are read-only. Duplicate one to make a variation.
| 3 Role | 4 Type | Users | Permissions | |
|---|---|---|---|---|
| Account owner Full access, including ownership | Built-in | 1 | All | ⋯ |
| Dispatcher Assigns and follows orders | Built-in | 3 | 24 | ⋯ |
| Night cashier Receives cash after hours | Custom | 2 | 9 | 5 ⋯ |
- Compare roles opens a read-only grid of the roles side by side.
- New role starts a custom role.
- The role. Its name and a one-line description. Built-in roles are Account owner, Admin, Dispatcher, Cashier, Finance, Hub staff, Viewer and Sales.
- Type. Built-in roles are read-only: duplicate one to make a variation. Custom roles are yours to change.
- The ⋯ menu offers Duplicate as new role, and Delete role for a custom role with no users.
Start a new role
Press New role to start from scratch, or choose Duplicate as new role in a row’s ⋯ menu.
- Start from. From scratch, or a copy of any role, built-in or custom. A copy keeps that role’s permissions.
- Notification defaults. The dialog and the editor both say what the new role starts with.
- Continue opens the role editor, “not saved yet”. The role exists only after you press Save as new role, and its name must be unique.
Choose the permissions
The editor has a card for each area. Press Save as new role to create it.
- The All switch turns every permission of an area on or off.
- A permission. Hover its ⓘ for what it allows, the permissions it also turns on, and the ones that need it. Turning on an action turns on the view it needs. Turning off a view turns off its actions.
- The toast. When a switch changes others, a message says which were also turned on or off.
- Users & roles. Managing users and roles, and viewing the Audit log, are for Admins only and cannot be given to a custom role. Transferring ownership, giving or removing Admin, and the subscription are for the owner only.
- Save changes. Applies at once to everyone with this role. A new role is “not saved yet” until you press Save as new role.
Compare roles
Press Compare roles for a read-only grid. Click a role’s name to open it.
| Permission | Dispatcher | 2 Cashier | Finance | Viewer |
|---|---|---|---|---|
| 3 View orders | ✓ | ✓ | ✓ | ✓ |
| Create orders | ✓ | — | — | — |
| Receive cash | — | ✓ | — | — |
| Manage invoices | — | — | ✓ | — |
- Area filter. Narrows the grid to one area, such as Orders or Finance.
- The roles. Click a role’s name to open it. Built-in roles open read-only.
- The grid. A tick means the role has the permission. Nothing here can be edited.
Delete a role
Open the ⋯ menu of a custom role. Delete role works only when nobody has the role.
The permission areas
| Area | What it holds |
|---|---|
| Orders | View dashboard first (it needs View orders), then the order permissions |
| Merchants | View · Create · Edit settings · Manage portal access · Suspend and reactivate · Archive · Assign account manager · View and edit bank details · Export |
| Finance | View finance · Record handovers · Record partner remittance · Send COD withdrawals · Mark withdrawal paid · Manage invoices · Match card payments · Finance exceptions · Set finance alert timers · Export statements |
| Integrations | View · Manage stores · Manage API keys and webhooks · Manage 3PL partners |
| Users & roles | Manage users · Manage roles · View audit log: Admins only |
Keep Manage API keys & webhooks to the owner and Admins unless someone needs it. A company key can create and cancel orders for every merchant.
Screens are simplified drawings with sample data. Your portal may look a little different, but the names and steps are the same.
Common questions
Can a custom role be an Admin?
No. Users & roles permissions are never grantable.
Where do I see who uses a role?
The Users column on the Roles tab.
Why did another switch change?
An action needs its view, so turning an action on turns the view on. The toast says what changed.