Managing roles within a platform is crucial for maintaining order, security, and efficiency. Properly defined roles ensure that each team member has access only to the tools and information they need, reducing the risk of unauthorized actions and data breaches. Additionally, clear role assignments foster better collaboration by streamlining workflows and minimizing confusion over responsibilities. WizCommerce allows you to customize roles that align with your company's specific structure, ensuring that each user operates within their designated scope. This not only enhances security and compliance but also optimizes overall productivity.
Key benefits of managing roles effectively:
Enhanced Security: Limits access to sensitive information, reducing the risk of data breaches.
Improved Collaboration: Clearly defined roles streamline workflows and reduce confusion.
Increased Compliance: Ensures that permissions and responsibilities align with company policies and regulatory requirements.
Customization: WizCommerce’s role management allows for tailored role setups that match your company’s unique structure.
Adding a role will define what actions an user can perform on the platform. Every user should be mapped to a role.
Steps -
Click on "Role Option" in the top right corner.
Enter the role name and description.
Scroll down to set access and permissions.
Dashboard:
Choose between full access or view access.
Sales:
Decide on full access, or view, edit, create, or approve access.
Creating access automatically includes view and edit access.
Buyer Permissions:
Grant full access for viewing, editing, and creating buyers, or restrict to any one of these.
“Create” permission includes view and edit permissions.
User Permissions:
Decide if the role can create new users or only view, edit, or deactivate.
Deactivating a user transfers all associated sales data to the Admin
Label, Import/Export, and Report Sections:
Grant specific permissions based on your needs.
File:
Choose full access or provide view, create, edit, delete access.
Delete access includes view, create, and edit permissions.
Once you have defined all the permissions, click on "Add" to create the role. You can create multiple roles based on your specific requirements.
Once you've successfully added roles, the next step is to ensure that users are appropriately assigned to these roles.