Customer Guide / Users & Roles

Users & Roles

Control who can sign in and what they can do.

Access to the admin console is governed by users and roles. Each user is assigned one or more roles, and roles determine which features and actions are available.

Managing users

The Users screen lists everyone with access. From here you add, edit and deactivate users.

The user list.
The user list.
  1. Open Users from the sidebar.
  2. Select New User and enter their details.
  3. Assign one or more roles.
  4. Save — the user can now sign in with the access their roles grant.
Adding a new user.
Adding a new user.
Editing an existing user and their roles.
Editing an existing user and their roles.

Roles and permissions

The Roles screen defines what each role can see and do. Grant only the permissions a role needs so people have the right level of access.

The roles list.
The roles list.
  1. Open Roles and select New Role.
  2. Name the role and choose the permissions it grants.
  3. Save, then assign the role to users.
Creating a role.
Creating a role.
Assigning permissions to a role.
Assigning permissions to a role.
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Be careful when granting administrative roles — they can change settings and manage other users.