Role Creation Guide
Creating and managing user roles effectively is crucial for maintaining security and ensuring appropriate access within the UpStart Commerce Portal. In this guide, we'll take you through the step-by-step process of creating and managing user roles within the UpStart Commerce Portal Users Management section. From creating new roles to editing existing ones, we'll cover everything you need to know to optimize your users management operations. Here's how you can access, create, and edit user roles.
To access the Users Management page in the UpStart Commerce portal, enter your credentials to log in. Once logged in, navigate to the Users Management section from the left menu panel.
Initiate the new role creation process by clicking the + Create New Role icon in the top-right corner of the Roles page.
On the Create Role page, input the following set of details:
Select the site from the Site List dropdown menu to associate the role with that specific site within the UpStart Commerce Portal. This ensures that the role's permissions are applied only to the chosen website for targeted access control.
In the Role Details section, input the following set of details to distinguish the new role:
- Role Name: Enter a unique and descriptive role name in the designated field. The role name should reflect the responsibilities and access levels associated with the role, making it easy to identify and differentiate from other roles.
- Role Description: Provide a detailed description of the role's purpose, responsibilities, and access privileges. This description helps users understand the role's scope and ensures clarity regarding its intended use. A well-defined role description facilitates effective role assignment and management.
Moreover, you can use the toggle button to Enable or Disable the role upon creation.
Click on the Add permissions for this role button to access a list of available permissions. These permissions are predefined within the system and cannot be created anew. Search the permissions list using the Search Bar at the top and select the appropriate permissions from the list to assign to the role.
After defining the role details and adding permissions, click the Create button to finalize the creation of the new role. The role will now appear in the list of roles in the Roles section.
Once roles are created, they can be managed further using the options available in the Roles section. Within Users Management, locate and click on the Roles section. Here, you'll find a tabular view of existing roles, displaying information such as Role ID, Role Name, Description, and Status. The following actions can be performed when you click the three-dot action menu:
Modify role allows you to update the Role Name, Description, and associated permissions for an existing role. Here's a simple step-by-step guide on how to modify a role in the No Channel Portal.
Step 1: Navigate to the Users Management Section
Log into the UpStart Commerce Portal, access the Users Management section from the left menu panel, and go to the Roles section.
Step 2: Locate the Role
Use the search bar on the Roles page to locate the role you wish to edit.
Step 3: Access Role Details
Once you've found the role, click the Modify option in the action menu.
Step 4: Modify Account Details
On the Edit Role: (Role Name) page, you can either associate the role with the other website, update the role name and role description, or change the associated role permissions.
Step 5: Save Changes
After making the required modifications, Click the Save button to save the updates.
Step 6: Assign Users to the Role (Optional)
Once the changes have been saved on the Edit Role: (Role Name) page, you have the option to assign the role either globally or on a per-site basis to users.
You can modify the permissions assigned to a role by selecting the Modify Role Permissions option from the actions menu. This enables you to add or remove permissions from the role. Here's a simple step-by-step guide on how to modify the role permissions in the No Channel Portal.
Step 1: Navigate to the Users Management Section
Log into the No Channel Portal, access the Users Management section from the left menu panel, and go to the Roles section.
Step 2: Locate the Role
Use the search bar on the Roles page to locate the specific role for which you intend to modify permissions.
Step 3: Access Add Permissions
Once you've found the role, click the Modify Role Permissions option in the action menu.
Step 4: Modify Permissions
On the Add Permissions page, search the permissions list using the Search Bar at the top and select the new permissions from the list to assign to the role.
If a role is no longer needed, you can delete it by selecting the Delete Role option from the actions menu. This action removes the role and its associated permissions from the system.
