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To give someone restricted access to the Admin, the first step is to create a role that has the appropriate level of permissions. After the role is saved, you can add new users and assign the restricted role to grant them limited access to the Admin.

To Setup the role:

  1. On the Admin sidebar, tap System. Then under Permissions, choose User Roles.
  2. In the upper-right corner, tap Add New Role. Then, do the following:

Step 1: Define the Role

  1. Under Role Information, enter a descriptive Role Name.
  2. Under Current User Identity Verification, enter Your Password.

Step 2: Assign Resources

Important! When assigning resources, be sure to disable access to the Permissions tool if you are limiting access for a given role. Otherwise, users will be able to modify their own permissions.

  1. Set Role Scopes to one of the following:

    • All
    • Custom

If set to “Custom” for a multisite installation, mark the checkbox of the website and store where the role is to be used.

  1. Under Roles Resources, set Resource Access to “Custom.”
  2. In the tree, mark the checkbox of each Admin Resource that the role can access. To create an Admin role with access to tax settings, choose both the Sales/Tax and System/Tax resources. If setting up a website for a region that differs from your default shipping point of origin, you must also allow access to the System/Shipping resources for the role. The shipping settings determine the store tax rate that is used for catalog prices.

  3. When complete, tap Save Role. The role now appears in the grid, and can be assigned to new user accounts.


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