Roles

Manage admin roles and permissions in the Admin Panel.

Overview

Roles define what an admin can view and modify in the Admin Panel. Use roles to give teams the access they need, and nothing else.

When your tenant is created, you get a Super Admin role with full access. Create additional roles for Support, Marketing, Operations, partners, and more.

Create the role first. Then assign it to admins.

With restricted roles, some pages can return 403 when access is missing.

• View permissions let admins read data only.

• Modify permissions let admins create, edit, and delete data.

• Anything not granted is hidden or disabled (grayed out).

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🛠️ Step-by-Step Setup

Follow these steps to create a role and grant access.

1

Navigate to Roles

1. Go to Settings → Roles.

2. Click + ADD ROLE.

2

Fill in basic details

• Role name

• Default (optional) for LDAP-created admins

3

Add permissions

1. Click + ADD PERMISSION.

2. Pick Access: View or Modify.

3. Pick a Resource.

Always grant View - Stores for new roles. Without it, assigned admins can’t use the Admin Panel.

4

(Optional) Restrict tenants

Use Add tenant to scope the role to specific tenants. Only Super Admin can manage tenant assignment.

5

Save and assign the role

1. Save the role.

2. Assign it in Settings → Admins.

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✏️ Manage roles

1

Open the role menu

In the Roles table, open the ⋮ menu.

2

Edit

Use Edit to change permissions and tenants.

3

Duplicate

Use Duplicate to copy a role and adjust it.

4

Delete

Use Delete to remove a role. This can’t be undone.

If admins use the role, reassign them first.

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✅ Best practices

• Start with View. Add Modify only when needed.

• Create roles per team. Keep them small.

• Test access with a restricted admin before rollout.