How To Configure User Roles In Magento 2

Managing user roles in Magento 2 is an essential task for any online store. Having control over what users can access and perform actions is important to ensure security and avoid damage to your store’s reputation. In this article, we will guide you through the process of configuring user roles in Magento 2.

Understanding User Roles

A user role is a set of permissions that determine what actions a user can perform within the Magento 2 store. By default, Magento 2 comes with four built-in user roles:

1. Administrator: Has full access to all features and functionalities of your Magento 2 store.
2. Salesperson: Can view invoices, shipments, and orders, but cannot edit or delete them.
3. Customer Service Representative: Can communicate with customers and view their orders, but cannot place or edit orders.
4. Website Maintainer: Has access to perform website maintenance tasks, but cannot manage users or change website settings.

However, you can also create your own customized user roles that grant specific permissions based on the needs of your store.

Creating Custom User Roles

To create a custom user role in Magento 2, follow these steps:

1. Login to your Magento 2 admin panel and navigate to System > User Roles.
2. Click on the “Add New Role” button to create a new user role.
3. Enter a name for your new user role and select the parent role. The selected parent role will determine the initial set of permissions for the new user role.
4. Under “Role Resources”, select the resources and permissions you want to grant to your new user role. You can select individual resources or resource groups.
5. Click on the “Save Role” button to save your new user role.

After creating a new user role, you can assign it to a specific user or group of users.

Assigning User Roles

To assign a user role in Magento 2, follow these steps:

1. Login to your Magento 2 admin panel and navigate to System > Permissions > All Users.
2. Select the user(s) you want to assign a user role to and click on the “Edit” button.
3. Under “User Role”, select the user role you want to assign to the selected user(s).
4. Click on the “Save User” button to save the changes.

You can also assign user roles to a group of users. To do this, follow these steps:

1. Login to your Magento 2 admin panel and navigate to System > Permissions > User Roles.
2. Select the user role you want to assign to a group of users and click on the “Role Users” tab.
3. Click on the “Add New User” button and select the user(s) you want to assign to the selected user role.
4. Click on the “Save Role” button to save the changes.

Managing User Role Resources

Magento 2 allows you to manage user role resources to further customize user roles. To manage user role resources, follow these steps:

1. Login to your Magento 2 admin panel and navigate to System > Permissions > User Roles.
2. Select the user role you want to manage resources for and click on the “Role Resources” tab.
3. Select the resource group(s) you want to grant or deny access to and click on the corresponding checkbox.
4. Click on the “Save Role” button to save the changes.

Conclusion

Configuring user roles in Magento 2 is an essential task that can help you ensure the security of your online store. Magento 2 provides various options to create custom user roles and manage role resources. By following the above steps, you can create, assign, and manage user roles to suit the needs of your Magento 2 store.