Roles and Permissions
A role is a set of permissions. A permission enables or disables access to part of the Dashboard.
Our Roles and Permission system only pertains to your staff on the Dashboard. It does not affect other users (customers) on Propcart Pro Webstores.
You can edit your Roles and Permissions in your Settings > Roles & Permissions.
The "All Access" Role
All Propcart accounts come with one default role called "All Access" which has every permission enabled.
The All Access role cannot be edited or deleted, and the account owner always has it.
Managing Roles
Only the account owner (the person who originally created your Propcart account) can add, edit, and delete roles, change their permissions, and change which role a staff member has. This can't be delegated to other staff, even ones with the All Access role.
Renaming a role keeps everyone who has it on it, and a change to a role's permissions applies to them straight away. A role can't be deleted while any staff member has it: give them another role first.
Propcart's servers enforce the page, settings and user permissions, not just the Dashboard screens, and the same goes for AI agents, which follow the role of the staff user they sign in as. For example, a role without Edit users can still add a buyer to an order, but can't change that buyer's user record.
Updating your Staff
Once you've defined your Roles, you can assign them to each of your staff.
- Go to your Users list and filter by the Staff filter.
-
Click on the staff member whose role you'd like to change.
-
Enable the Staff? toggle.
- Then change their Staff Role and click Save.
