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Roles

A role is a named bundle of accesses. You build it here and assign it from Users. Nobody gets an individual access directly — everything goes through a role.

SectionUsers & Access
Panel route/admin/roles
Access neededRoles → View list

The list​

ColumnShows
Display NameThe role's name, as staff see it
Access LevelA summary: how many permissions, across how many modules, and how many are high risk
ActionsView permissions, Edit Role and Delete Role

Search by Display Name, and sort Newest or Oldest. View permissions shows everything a role contains without opening the editor.

You cannot edit or delete the role you hold yourself: its Edit Role and Delete Role buttons are hidden. The list also shows roles the platform provides for everyone, such as the role every customer account holds. Those cannot be changed or deleted either.

The Seller Manager role cannot be edited: its Edit Role button is hidden. You can still view its permissions, and delete it like any other role you do not hold.

Creating a role​

Add Role opens the role editor on its own page. It has one field:

FieldAccepts
Role nameRequired, 3 to 50 characters, and not already used by another role on your platform

Then you pick its permissions. At least one is required. Save role stays disabled until you change something; Discard and Back to roles leave without saving.

The permission editor​

Every access is grouped into modules, and each module into actions. The editor gives you:

ToolUse
SearchFind a permission, module or action by name
Select all / Clear allStart from everything, or nothing
Expand all / Collapse allNavigate long lists
Full / Partial badgesSee how complete each module is
High risk markerSpot the accesses worth pausing over
Summary panelRunning counts, plus an Unsaved changes indicator

The actions​

The same verbs appear across modules:

ActionGrants
View listSeeing the list screen — this is what puts a page in someone's sidebar
ViewOpening a single record
Available servicesListing the services your platform can use, on screens that ask you to pick one
Create · Create or update · EditAdding and changing
Change status · Approve · Reserve · Recommend · CancelWorkflow actions
Assign roleGiving someone a role
WithdrawMoving money out of the wallet
AccessOpening a separate panel: Blog → Access lets someone open the Blog Panel
Export · Manage · DeleteEverything else
View list is the one that controls the sidebar

A screen only appears in someone's sidebar if their role has its View list access. Without it they cannot reach the page at all.

High risk​

Four actions are flagged wherever they appear:

ActionWhy
DeleteRemoves data, usually permanently
ManageBroad control over a module
WithdrawMoves money out of your wallet
Assign roleLets someone change what other staff can do, including handing out a role with more access than their own

Two whole modules are flagged beyond viewing: Roles and Commissions.

The flag is a prompt to think, not a prohibition. A finance role needs Withdraw; a content editor does not.

Editing and deleting​

Editing a role changes what everyone holding it can do, immediately.

A role someone still holds cannot be deleted

Deleting a role removes its related information, so the panel refuses while anyone holds it. Give each of them another role in Users first, then delete it.

What a role does not control​

Some things are decided above any role:

  • Which services your platform may sell. This hides no panel screen; it decides what you can switch on in Seller Information and offer on your storefront
  • Commissions, which exists only on controlled-markup platforms
  • Which gateways, palettes and layout variants you can choose from

If a page is missing even for a role that holds every access, it is Commissions on a platform without controlled markup.

Questions​

Can someone have two roles? No. Build a role that covers both jobs.

Why does a colleague see a whole missing section? A group disappears when every screen inside it is hidden. Their role has no access in that group at all.

How do I make a read-only role? Give View list and View across the modules they need, and none of create, edit or delete.

Does the owner need a role? The owner is labelled Owner in the header, but what it can open still comes from its role's accesses — normally a full one. It is not a bypass.