User Role
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      Creating Custom User Roles

      Custom roles provide a powerful toolset for granting specific permissions to users, ensuring that they have precisely the right level of access needed to perform their roles effectively.

      Important: Only employees with the Store Owner/Executive Team roles are able to modify Custom User Roles.

      Step 1: Login to the system as a Store Owner. 

      Step 2: Go to Menu > Users > User Role

      Step 3: Edit the role that requires changes

      Step 4: Select the pages that you want the role to be able to access.

      Step 5: Once you have made all the necessary changes, simply click on the "Save Page Access" button to save your modifications.

      Note: Access to reports and pages needs to be checked individually. This means that when modifying custom user roles, you will need to go through each report and page individually to determine if the role should have access.