Create and manage roles
Version note: Source material dates from 6 July 2022 and shows GMS v2.1.0. Navigation and permission names may differ in newer versions.
Access Control: Overview · Create and manage roles · Assign roles to users · Restrict access by entity · Permission catalog
Create and maintain reusable permission sets under System → Access Control. Prefer cloning when new role closely resembles an existing role.
Training videos
Create a role
Clone a role
Manage roles
Open System → Access Control to view roles configured for customer.
| Action | Result | Constraint |
|---|---|---|
| Edit | Change role’s permission set. | Admin cannot be edited. User name cannot be changed. |
| Delete | Remove custom role. | Default Admin and User roles cannot be deleted. |
| Clone | Create editable copy with same permissions. | Preferred starting point when new role closely resembles existing role. |
Default roles: Every customer receives Admin and User. Admin retains all customer permissions to prevent administrative lockout.
Example: To create role similar to Admin with fewer permissions, clone Admin, remove unnecessary permissions, then assign new role to intended users.
Edit a role
- Select Edit beside role.
- Review permission categories available for customer’s enabled products.
- Expand category to display individual permissions.
- Select permissions role should grant; clear permissions it should not grant.
- Select Save.