Adding team members and assigning roles
Invite staff into the admin panel, build roles with section-level permissions, and control exactly which screens each member can see and manage.
Your bookkeeper does not need to see orders, your courier should not see product costs, and your waiter has no business in the reports. Team & Roles solves that on one screen: you define a role first (choosing what it may do in each section), then assign your people to it. An admin with no role assigned has unlimited access — which is why the order matters: role first, member second.
Antes de empezar
- The Team & Roles (RBAC) plugin enabled on your store
- Signed in as the store owner or with the staff permission
- The e-mail address of the person you want to invite
Pasos
Las pantallas son ilustrativas; los datos de tu panel serán distintos.
Paso 1: Open the Team & Roles page
Go to Ayarlar → Ekip ve Roller. The page has two tabs: Ekip Üyeleri (team members) and Roller (roles). On a new store only your own row is listed, carrying the Sahip (owner) badge.
Team & Roles
Manage your team members, create roles and assign them.
Team MembersRolesName E-mail Roles Serkan Aydın serkan@lezzetduragi.com Owner — — No team members yet. Add the first one. Add MemberTeam & Roles — vista de ejemplo del panel Paso 2: Create the role first
Switch to the Roller tab and press Yeni Rol. The role name is your own label, never shown to customers. Picking a starting point from the preset list — Muhasebeci, Sipariş Yöneticisi, Kurye, Garson, Şef / Mutfak, Katalog Yöneticisi, Destek, Pazarlama — and pressing Uygula ticks a sensible set of permissions you can then adjust.
Create new role
Role nameBookkeeperDescriptionLedger and current accounts; no access to orders or product costsStart from a presetMuhasebeciPress Uygula and the permissions are ticked for you
ApplyCreateCreate new role — vista de ejemplo del panel Paso 3: Pick the permissions in the matrix
The permission block is a table: each row is a section (Bölüm), the columns are Görüntüle (view) and Yönet (manage). View is read-only; manage allows changes. Sections are grouped into commerce, bookings, content, CRM, marketing, operations and system. Tümünü seç and Temizle let you start broad or from zero.
18 permissions selectedEdit role — Bookkeeper
Section View Manage Pre-accounting ✓ ✓ Invoices ✓ ✓ Analytics ✓ — Orders ✓ — Products — — Team & Roles — — Select allClearSaveEdit role — Bookkeeper — vista de ejemplo del panel Paso 4: Add or invite the team member
On the Ekip Üyeleri tab press Üye Ekle. There are two routes: Mevcut Kullanıcı searches people who already have an account on your store by name or e-mail; E-posta ile Davet Et takes just an address — an admin account is created and the person receives a link to set their own password. You should see 'Davet gönderildi'.
Add team member
Existing userInvite by e-mailE-mailayse@lezzetduragi.comFirst nameAyşeOptional
Last nameKorkmazOptional
RolesBookkeeperChoose the roles this member will hold.
Send inviteAdd team member — vista de ejemplo del panel Paso 5: Change an existing member's roles
Click Rolleri Düzenle on the member's row. If a member shows 'Rol atanmadı — tam yetkili', that person currently sees every screen; pick at least one role and press Atamaları Kaydet. Çıkar removes them from the team entirely and revokes admin access.
Role assignments
Admins with no role assigned have full access.
Member Assigned roles Action Ayşe Korkmaz Bookkeeper Edit roles Emre Şahin No role assigned — full access Edit roles Nur Demir Courier Remove Save AssignmentsRole assignments — vista de ejemplo del panel Paso 6: Limit the role to specific branches if needed
If you have branches defined, the assignment screen offers a branch scope. Select none and the role applies to all branches. For a cashier who works in one location only, do not leave this empty — otherwise they can read every branch's data.
Role assignments — Nur Demir
Branch scopeKadıköy branchWith no branch selected the role applies everywhere.
Assignments saved
Role assignments — Nur Demir — vista de ejemplo del panel
Consejos
An empty role field is the most dangerous setting here
Every admin you add is fully privileged until a role is assigned. A forgotten assignment does not restrict access — it opens it completely. Pick the role on the same screen where you add the member, never later.
Deleting a role releases people, it does not lock them out
As the delete confirmation says, users assigned to that role revert to full access. To restrict a team, narrow the role's permissions or move the members to another role first — never just delete it.
Preguntas frecuentes
- How do I manage staff without the plugin?
- With the plugin off, the menu shows Ayarlar → Kullanıcı Rolleri instead. There you can only make someone an admin or take that away; there are no section-level permissions, so an admin sees everything. Once the plugin is enabled that page redirects straight to Ekip ve Roller.
- Can I restrict the store owner?
- No. The account badged Sahip always has full access and the assignment screen says so explicitly. System roles are equally immutable — their permission matrix is locked.
- What does a member see if they open a page they lack rights to?
- They get an 'Erişim yetkiniz yok' notice asking them to contact the store administrator. The section is also hidden from their menu, so nobody hunts for a screen that is not there for them.
Complementos relacionados
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