With the user roles feature, you can release certain areas in your account to different users, such as giving your accountant access to your invoices and transfers or authorizing an author to create and correct your product content.
You can define your own roles (groups of permissions) and invite users who will then have access to certain areas in your account.
Important: Access to the various views includes all data from this view and no restriction on data on certain products (e.g. those for which you get joint venture commission or which you can edit).
Provide a user role
- Go to "Settings" and "Users and Partners."
- Click on the "User roles" tab.
- Click on "Create user role."
- Name the role and select which areas the user should have access to. The rights then apply to all data in the view.
Important: If you create a role for a joint venture partner and he should not have access to your account, do not tick anything here.
- Save the role.
The role is now displayed in the overview. Now you can assign the role to a user.
Important: You can only provide each user in one role. So design the roles in such a way that they contain all the necessary rights for the respective users.
Now you can provide existing partners in the role.
Test of the set rights:
In order to test the set rights, it is best to invite yourself as a team member and assign yourself the relevant role.
Then switch to the team account at the top left of your name and see which views your team member can see. All editing functions of this view are available to the team member.