Users and Roles Settings

Your organization most likely employs individuals with expertise in various areas of ecommerce, and they may all need different levels of access to Admin. Roles define a user's level of access in the form of behaviors, and Admin comes with several default roles you can use. You can also create your own custom roles to better fit the needs of your organization.

Note:  You cannot change any default roles. If you want to change a default role, you must create a custom role and add any required user behaviors to the custom role.

Create a Role

To create a role:

  1. Go to System > Permissions > Roles.
  2. Click Create New Role.
  3. Enter a Name for the role.
  4. Choose a Behavior Category.
  5. Under the Behavior Name heading, select the behaviors you want to add to the role.
  6. Click Save.

Invite Users

Once you define your organization’s roles, you can invite specific users to your account. To invite a user:

  1. Go to System > Permissions > Users.
  2. Click Add User.
  3. Enter an email address.
  4. Select one or more roles.
  5. Click Invite User.

Once the user accepts the invitation, they can begin working in Admin.

You can also assign a user to a different role. To edit a user's assigned role(s):

Default Roles

Kibo eCommerce comes with default roles that define a user’s eligible level of access in Admin in the form of behaviors. You can use these roles to assign responsibilities to members of your organization. Select one of the following default roles for more information about its assigned behaviors.

To view the default roles, in Admin go to System > Permissions > Roles.

Role Behaviors

The following sections list the role behaviors in Admin.

To view each role's assigned behaviors:

  1. Go to System > Permissions > Roles.
  2. Select the role whose behaviors you wish to view.
  3. The role's assigned behaviors appear in the View Role modal.