Roles and Permissions
Upon creating a Sandbox account within UpStart Commerce, you get the "super admin" access that allows you to add users, assign and manage their roles. This will define what each user can access on the UpStart Commerce Portal.
Two types of Roles are defined for a user:
- Global Role: This role will allow the user to get access to areas for the entire tenant site.
- Site Role: This role will allow the user to get access to the areas for a specific site, i.e. store.
Get started by adding your team to the UpStart Commerce Portal. Here is how you can add a user in a few easy steps:
- In the portal, go to the User Management menu.
- Click on the "+" icon.
- Enter the Account Details, and set the User Status as Active.
- Assign the Global and Site Role to the new user.
The portal offers a range of pre-defined roles to manage user permissions effectively. To name a few, these roles include:
- Portal Dashboard Management
- Cart Management
- Catalog Management
- Customers Management
For detailed information on the system-defined roles, go to our User Management Guide.
- Access Levels: Users assigned these roles gain access to specific sections of the platform, granting them control and oversight in their respective domains.
- Functional Permissions: Each role comes with a set of permissions tailored to the role's function, limiting or allowing access to certain features and actions within the platform.
- Task Efficiency: Roles streamline processes, allowing designated users to perform tasks efficiently without encroaching on functionalities outside their scope.
These roles form the backbone of user access and operational efficiency within UpStart Commerce, providing a structured and controlled environment for managing various aspects of the platform.