Roles and permissions

Why we need Roles and Permissions?

As the business grow bigger and bigger, the number of department’s increases and the system get decentralized. That is different people performs different Roles. If you have an Ecommerce business, every activity is monitored and controlled via ADMIN section.

Critical aspect such as price should be handled by a superior person. Invoices and credit memos is handled by Account personal. You don’t want your sales executive to fidget with the product price.
The technical aspect of the site should be handled by a person who have enough technical knowledge.

Let’s say a customer has asked some query related to your product/service, You want the requests to be attended by your customer care executive, But you don’t want them to see any other section of Backend. In this case Roles and Permissions will come under Play. If you are the store owner then you can be tension free now. Your important functions are safe.

What it means for a store owner?

  • The Administrator (Store Owner) will get full permission and control of the store
  • The Administrator can make unlimited Roles
  • Can assign different user to different roles
  • Can assign Different Permissions to same or different roles
  • Each User will have a different Username and Password for login
  • Each user will only be able to see the section assigned in their Role

What advancement you can bring in Roles and permission

The customer of your webstore is a single person or two in case of B2C. But when we are dealing in B2B, the customer is usually a company or a firm with number of employees.
The same rules can be applied to the customer as it is applied to Store owner of a website.
The head of the firm (customer) would also like to distribute all the permissions that they have as a customer within the firm.

Let’s talk in term of examples.

Say a customer of yours want to approve which product to buy by himself. Then the sales executive will have permission to add product to cart and then he will send the order for approval.

After the approval, the purchase team will complete the order after approval.

The customer wants only the order history and invoices should be available for account person.

The wallet management can be done by finance person or main account holder.
Such system can be implemented. And it will be very helpful for your customer. And a happy customer can do a lot of good to your business.

The wallet management can be done by finance person or main account holder.

Such system can be implemented. And it will be very helpful for your customer. And a happy customer can do a lot of good to your business.

Some example of Roles and permissions in Magento 2

Roles Permissions
Administrator All
Marketing Manager Catalog price Rules, Cart price rules, Email Templates, Manage Newsletter, SEO &Search, User reviews, Marketing Reports like – Products in cart, Search Items, Sales Report, Customer report, Abandoned Cart
Sales Manager Create Order, View Order, Send Order email, Re-order, Cancel Order, Capture Payment, Create Invoice, Create Credit memo’s, Create Shipment, Send Comments, Send Sales Email, Manage Billing Agreement, Transaction details
Account Manager CManage Payment Method Section, Paypal section, Tax Section, Currency section, Checkout Section, View Invoices , View Credit Memo’s
Product Manager Manage Category, Manage Products, Assign Category to Product
By | 2018-05-05T07:20:54+00:00 March 26th, 2018|Blogs, Magento-Commerce|0 Comments