It is recommended to set up individual users for each staff member. Roles and permissions control the level of access a user has to Shopfront. A role is a set of permissions. Permissions in turn define specifically which actions a user can perform and which menu items are visible when logged in with a particular user.

Note: Setting up User Roles involves a lot of toggles due to the amount of options available.

Setting up User Roles

Roles define the level of access for a group of users. We recommend in general to have a role for casual staff with limited access to the system and a role for managers with administration access.

1. Open the Menu
2. Select Setup
3. Select Roles & Permissions

From here you can add a new role by pressing + New or edit an existing role by pressing Edit next to the role you wish to modify.

After clicking + New you will be prompted to name the new role. Once you have typed the name please click 'Create'.

Modify Permissions

Permissions are the specific actions a role is able to perform within the system. Depending on your store, a manager for example could have the permission to run detailed sales reports and process orders while casual staff could be restricted to sales only. To manage permissions please follow the below:

1. Open the Menu
2. Select Setup
3. Select Roles & Permissions
4. Locate the role you wish to modify and click Edit 

Permissions are grouped into sections, e.g. Administration or Register. Permissions can be searched by name using the Search Permissions text box. Some permissions are dependent on higher level permissions to be enabled/disabled before they can be modified. 

Once you've finished selecting the permissions for a user role press the Save button at the bottom of the page.

Assigning a Role to a User

Once the role has been set up it can be assigned to a user. 

1. Open the Menu
2. Select Setup
3. Select Users

Find the user you wish to modify and click Edit or create a new user by clicking + New.

Under Role select the role you would like to assign to the user. Once completed, press Save.

Note: Any person who should have all permissions should use No Role (has all permissions). When we add a new permission, no existing role gets access to it except for people without a role.

The table below shows the Shopfront default permissions for the preloaded Casual and Manager Roles.