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Home/KnowledgeBase/Guest Users Access/The User Roles Screen

The User Roles Screen

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πŸ“ How To Get Here

From the top menu, go to:
Main Menu β†’ Admin β†’Β  Click on User Roles


🎯 What Is This Screen For?

The User Roles Settings screen allows you to:

  • Create reusable roles for guest users

  • Predefine default access permissions for each role

  • Avoid repetitive manual configuration by assigning the same role to multiple guest users.


πŸ’‘ Hints & Tips

  • Permissions Inheritance Is Additive:
    The guest user’s final access rights are the combination of:

    • Their individual guest settings, and

    • The permissions granted to their assigned role

    🧠 For example:

    • If a role grants access to 1 marketplace

    • And the guest user is individually granted access to 2 other marketplaces
      ➜ That user will have access to 3 marketplaces in total

  • Efficient Onboarding:
    If most of your guest users share similar access requirements, assign them a pre-configured role to streamline onboarding.

  • Granular Overrides:

    • If a few guests need extra permissions, update them individually from the Guest Access Settings screen.

    • However, you cannot remove permissions inherited from the role on the Guest Access screen.

    • ➀ Instead, consider creating multiple roles with varied permissions to suit different guest types.


🧱 User Roles Screen Structure

βž• + Add User Role Button

  • Located at the top right

  • Opens the Add User Role panel
    β†’ Enter a Role Name, then click Save
    β†’ Permissions and marketplaces are assigned later

 


πŸ“‹ User Roles Table (Main List)

Each row represents one defined User Role and includes:

Column Description
Actions Dropdown Button on each row that provides access to the following actions:
Role Name The name you’ve assigned to this role
Marketplaces/Groups The count of marketplaces and account groups this role has access to
Users Number of guest users currently assigned to this role

πŸ”§ Actions in the Dropdown:

  • Edit User Role – Rename the role

  • Accessible Features – Define what screens/features this role can access

  • Marketplaces/Groups/Users – Assign marketplaces, account groups, and guest users

  • Remove All MPs/Groups/Users – Strip the role of all assigned marketplaces, groups, and users

  • Delete User Role – Permanently remove the role


πŸ” The Accessible Features Screen

  • Allows you to tick or untick features to grant or deny access

  • Tick feature categories or expand with + to select individual features

  • Example: Unticking Dashboard Widgets will remove access to all widgets in the dashboard


🌍 The Accessible Marketplaces/Groups Screen

  • Tick to grant access to:

    • Specific marketplaces (e.g. US, UK, DE)

    • Account groups

    • Guest users (for assignment)

βœ… Bulk Select Options:

  • Select All Marketplaces / Groups / Guests

  • Select All Marketplaces

  • Select All Groups

  • Select All Guest Users

Click Save once your selections are complete


βœ… Summary

The User Roles feature is designed to make user management scalable. By defining roles once and assigning them to multiple guests, you avoid repetitive configuration. Remember:

  • Permissions are additive

  • Roles cannot be overridden, only supplemented

  • Plan your roles carefully for maximum flexibility and minimum manual work

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