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Roles

Open User Settings > Roles.

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How The System Works

Create staff and user roles, decide what each role can manage, and define how the role appears on the site. This page stores the records and settings used by the related admin workflow, storefront page, checkout flow, support area, theme, or integration. After saving, refresh the affected page and test the result from the user side when possible.

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Before You Fill The Form

Check that your admin role has permission for this page. If the form depends on a payment provider, server connection, theme module, or external account, configure that dependency before saving. If a selector is empty, create the related product, category, user, role, provider, server, or currency record first so it appears in the dropdown.

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How To Fill The Form

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Create Or Update A Record

1. Open the page from the admin menu.
2. Click the add, create, publish, send, give, ban, upload, or generate action shown on the page.
3. Fill the required fields first. Required fields are usually marked with an asterisk in the panel.
4. Fill optional fields that affect display, delivery, pricing, limits, rewards, integrations, or visibility.
5. Save the form and wait for the success message.
6. Open the list or public page to confirm that the record works as expected.

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Page Actions

• Add role: Opens the form for creating or publishing a new record.
• Edit role: Opens the selected record so you can change its saved values.
• Copy role: Creates a new record using the selected record as a starting point.
• Give role to everyone: Applies the action directly to the selected user or record.
• Remove role from everyone: Removes the checked records from the list. Use it only after confirming the selection.
• Delete role: Runs this page action for the selected record or current settings.

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After Saving

Return to the list and confirm that the record is visible. If the page supports ordering, drag the record into the correct position and click Save changes. Then test the affected user flow, such as checkout, login, support, content display, reward delivery, or integration sync.

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Important Notes

• Role permissions decide which admin menu items a user can see.
• Use bulk role actions only when you intentionally want to affect many users.

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Common Issues

The record does not appear to users Check status, visibility, date limits, stock or usage limits, role permissions, and whether the related extension is enabled. A dropdown is empty Create the related record first. For example, products need categories, SMM products need providers, rewards may need products, and server delivery needs a connected server. Saving works but the feature does not run Check external credentials, server connection, API keys, theme compatibility, cache, and required extension settings.