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Chances are you're not the only one that's going to be managing this online store. In fact, you've probably got a team of people that are going to be helping you, either taking orders, maintaining the site, updating product information or whatever that might be. And so you need to be able to give these people access to this site, but you may want to limit exactly what they're allow to do, based on the certain roles that they play in your work environment. In order to do that you'll need to manage their roles and permissions. In this movie I'm going to be exploring both the System User's panel and also the Roles in the Systems panel, so that you can see how to setup new users and then how to give them a new role as well.
So the first thing I'm going to do is create some new roles, so I'm going to go down to the System tab, and then go down to Permissions and select Roles, and inside of the Role you'll notice I have Administrators is the only thing listed here by default. I'm going to New Role and I'm just going to call this Product Marketing, and I'll Save the Role, and then I'll go over here to Role Resources, and let's see exactly what they're allowed to do. So I'm going to give them permission to edit the Catalog. I may also give them control over some of the Design aspects, and let's say that we want to give them control over the customers and of course promotions, since they are the marketing people, and the newsletter.
Don't necessarily want them to have control over all of the pages, but I may want to give them the ability to save a revision to the page, and let's see, I want them to have access to all the reports. I don't want to give them permission to alter permissions, but I may want to give them some of these other options through here. So you just scroll through, find everything you want them to be able to do, and then once you have finished selecting all of this, you click Save Role. Now let's go back into the System section, go to Permissions, and let's go back to the Roles homepage, and you should see two of them now: Administrators and Product Marketing.
Let's add one more new role and this one we're going to call Graphic Designer and we'll save the role. Go to the Role Resources and I'm just going to go down into the Design, just give them the ability to edit the design, and also the page attributes, and it should be all they need access to. So we'll save that role. I'm going to create some users to fall under these roles, so let's go to System, let's go down to Permissions and let's go to Users.
Inside of the Users you'll see here that there is me, the admin, and I need to create some new users to go along with me. User Name here, I'm just going to call this dougw, Doug Winnie and his email address, password and this account is active. I can then go over to User Role and say that he is a Product Marketing person and so I'll save the user. Once I save that user, you should get a notification saying the user has been saved, and then we can go back and I have a new user right there.
I can add another user, so let's add this in jfritz, so that's James Fritz, give him a password, account is active. User Role; I'm going to let Fritz be my Graphic Designer and then I'm going to save the user. Once I have saved that user I can go back, and so now I have me, the owner. I'm the Manager of all things. I have Fritz who is a Graphic Designer, and I have Doug who is my Product Marketing person.
And so you can create as many users and as many roles as you need to in order to effectively manage your store, but I really suggest you map out exactly what you think you're going to need, what permissions each one of this roles need to have, and then assign different people to these roles, so that you can effectively manage individual aspects of your store, without you having to be the end- all be-all for everything.
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