The User Roles Screen
How To Get Here
From the top menu, go to: Main Menu > Admin > Click on User Roles
What Is This Screen For?
The User Roles Settings screen enables administrators to create reusable roles for guest users with predefined access permissions, streamlining onboarding by avoiding repetitive configuration.
With User Roles you can:
- Create reusable roles for guest users
- Predefine default access permissions for each role
- Assign the same role to multiple guests efficiently
Important Concept: Additive Permissions
The guest user's final access rights are the combination of their individual guest settings and the permissions granted to their assigned role.
For example, if a role grants access to one marketplace and the guest user receives individual access to two others, the user gains access to all three combined.
WARNING
Permissions cannot be removed on guest access screens, only supplemented. Plan roles carefully for maximum flexibility.
Screen Structure
Add User Role Button
Located at top right; opens a panel to enter a role name and save it. Permissions and marketplaces are assigned afterward.
User Roles Table
Each row displays:
| Column | Description |
|---|---|
| Actions | Dropdown menu with management options |
| Role Name | Name of the user role |
| Marketplaces/Groups | Number of marketplaces or groups assigned to the role |
| Users | Number of guest users assigned to this role |
Actions Dropdown
Click the actions menu next to any role to see the following options:
- Edit User Role -- Rename the role
- Accessible Features -- Define which screens and features the role grants access to
- Marketplaces/Groups/Users -- Assign marketplaces, groups, and guest users to the role
- Remove All MPs/Groups/Users -- Strip all marketplace, group, and user assignments from the role
- Delete User Role -- Permanently remove the role
Accessible Features Screen
This screen allows toggling feature access on or off for the role.
- Tick category checkboxes to grant access to all features in that category
- Expand categories with the "+" button to select individual features
- Unticking an entire category removes access to all related features
For example, unticking "Dashboard Widgets" removes all widget access for users assigned to this role.
Accessible Marketplaces/Groups Screen
Use this screen to grant the role access to specific marketplaces, account groups, and assign guest users.
Bulk selection options include:
- Select All Marketplaces/Groups/Guests -- Select everything at once
- Select All Marketplaces -- Select only marketplaces
- Select All Groups -- Select only groups
- Select All Guest Users -- Select only guest users
Click Save when finished.
Best Practices
- Plan roles carefully to maximize flexibility
- Use roles for efficient onboarding of new guest users
- Remember that role permissions are additive -- they can only grant access, not restrict it
- Consider creating multiple roles with varied permissions for different guest types (e.g., one role for accountants, another for virtual assistants)
See Also
- Guest Access -- For granting controlled access to external users