How do the feature tick boxes work?

Each tick box on the user form opens one part of the panel, all together: the page, its link in the sidebar and every action inside it. Picking a role ticks what that job needs. You can then add or remove any box for that one person, and they see only what is ticked.

Where to find it

Admin › Administration › Users & access › Users & logins. Open a person (or press Add user) and look at What they may use, under Role.

The boxes are in groups: Overview, Website orders, Customers, Products, Offers & website, ERP (sales team, courier, money) and Settings & access.

How it works

1. Pick a role. The boxes that role needs are ticked by themselves.
2. Read the label under each box. After you pick a role, every box shows one of these:
   • ✓ Needed for this role — the job needs it.
   • Can be given if they do this work too — fine to add.
   • Not usually given to this role — think before adding.
   • Owner only — keep for Super Admin — the owner's part: it opens for the Super Admin only, even if ticked.
3. Change what you need. A box that goes against its label is marked in orange, so mistakes stand out. Use all / none to tick or clear a whole group.
4. Press Save.

Example: at "Rangdhanu Fashion" a Courier Manager also confirms website orders. The owner keeps the role, ticks Website orders (shown as "Can be given") and saves. Now one person does both jobs.

Good to know

• One tick, one whole part. You cannot open a page but hide its buttons. If they should not do something, leave that box empty.
• Super Admin has no boxes. Picking it greys them out and shows "everything".
• The owner's ticks end in (owner): Dashboards, Payments & profit, Money overview, Staff & salary, Supplier dues, ERP settings, Roles & permissions, and the keys: Inbox keys & tokens, Website keys, domain & tracking, Courier keys and Marketing channels. They open for the store's Super Admin only, even when ticked for staff.
• Only the Super Admin gives any tick. Staff with Users & access can give only ticks they have themselves, cannot change their own, and never make anyone an Admin or Super Admin.
• Some parts also check the role. The Courier tick shows parcels only for Admin, Manager, Marketing Manager and Courier Manager (and the owner). Changing overtime and forgiving leave days are for Super Admin and Admin, whatever the ticks.
• People set up before the tick boxes keep their older access until you open and save them. The form says so.

Common problems

• A ticked person still cannot see a link. Some links also need the store's package to include that part. After the free trial, check Package & billing.
• A box shows "⚠ Needed for this role". You unticked something the role needs. Tick it again unless you are sure.

Related

• Which roles are there and what does each do?
• How do I add a staff login?
• Which features should stay with the owner?
• Who can see profit, salaries and payouts?