You are here: Commerce > Customers > Roles and Permissions

Roles

Roles are used for managing permissions for different groups of users. Out-of-the-box, EPiServer Commerce includes a list of predefined roles that can be assigned to user accounts.

Users can also create their own roles based on a set of permissions. Roles allow administrators to restrict users from accessing different systems or folders depending on their needs. There is a wealth of permissions options administrators can set for a role, and each role area has specific areas that may not be applicable to other areas. Generally, permissions such as View and Edit are commonplace.

Exploring roles and permissions

When you first select Roles, you see a list of the roles that are currently available in the system.

Each role has a series of defined permissions that can be set on a very detailed level. For instance, the Order Managers role can create returns and exchanges, and view. edit, send notifications, process payments and split shipmentsA shipment may need to be split if one or more of the desired products for a purchase order are not available in the warehouse. for orders.

For a role to be able to successfully view Commerce Manager, it must have the following attribute. Go to Core > Management > Login and check the Login button. Without this checked, the user with that role cannot login into Commerce Manager unless that user has another role that includes that ability since all roles are cumulative in their effect.

Definitions of roles can be even more in-depth. A role can have certain detailed permissions in parts of the system, but not full control. In the example below, this role has full control over the Management part of the Core system, but only partial control over the Administration system.

Notice how the tree system works. Clicking on the system above it gives full control of all the branches beneath it, but clicking farther down the tree only gives access to those systems.

Working with roles

The work with roles and permissions includes the following tasks:

 


EPiServer User Guide update 15-2 | Released: 2015-04-30 | Copyright © EPiServer AB | Send feedback to us