How to assign Role Based Permissions?
Steps-by-step Guide to Assign Role-based Permissions
1. Navigating to Roles
- Click on the 'Settings' option.
- Navigate to the 'Company'. Once there, click on ‘Roles’ to add a new role.
2. Check Existing Roles or Create a New Role
- Here, you can select already added roles to check which screen access is provided to that role, or you can create a new role by clicking on the top-right corner.
3. Select Role and Assign Screen Access
- After filling the Role Name and Parent Name(optional) click on Add.
- The following options will appear on your screen. Choose the screens you want to grant access to for sub-account users with this role.
4. Choose Homepage for Sub-accounts
Conclusion
By following these simple steps, you can easily add a role and assign access to set up a sub-account us
FAQ
1. What are role-based permissions?
Role-based permissions determine which screens, features, and actions a user can access. Each role is configured with specific permissions to ensure secure and organized access management.
2. Why do we assign permissions by role?
Assigning permissions by role helps:
-
Maintain data security
-
Ensure users only access relevant features
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Streamline workflow based on responsibilities
-
Reduce errors and unauthorized changes
3. Can I create multiple roles?
Yes. You can create as many roles as needed to match your organization’s structure.
4. What is a parent role?
A parent role is the higher-level role in the hierarchy. If a role has a parent, it may inherit visibility or structure based on the hierarchy setup.
5. Is assigning a parent role mandatory?
No. The parent role field is optional. If left blank, the role will be treated as a top-level role.
6. How do I know which screens a role has access to?
Go to Settings → Company → Roles and select the role. All assigned screen permissions will be displayed.
7. Can I modify permissions after creating a role?
Yes. You can update screen access and homepage at any time by selecting the role and editing the permissions.
8. What happens if a user is assigned a role without screen access?
The user may see an empty dashboard or only the default homepage. They won’t be able to access any restricted screens.
9. Can each role have its own homepage?
Yes. You can assign a customized homepage for each role to ensure a relevant landing experience.
10. Will changes to a role affect all users assigned to that role?
Yes. Any updates to role permissions or homepage settings will automatically apply to all sub-account users under that role.
11. Can I delete a role?
A role can only be deleted if no active users are assigned to it. If users are assigned, you must first reassign or remove their roles.
12. Do parent roles automatically inherit child role permissions?
No. Permissions must be assigned manually. Hierarchy only represents structure, not permission inheritance.
Need Assistance?
If you require Dyrect to assist you with an integration, you can do so by following these steps:
- Create a support ticket by submitting a form here or email us at support@dyrect.co
- A support will reach out to you to request access to your Shopify store.
Schedule a Personalize Demo
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