Last verified: 2026-05-19

Create and edit staff role templates

Define reusable permission sets assigned when inviting staff.

Dashboard paths

Steps

1. Open Staff → Roles.
2. Create a new role or edit an existing template (built-in or Custom).
3. Configure hierarchical permissions (modules: orders, products, financial, security, etc.).
4. Save the role template.
5. Assign the role when sending Staff invitations.

Verify it worked

• Role appears in invitation Role dropdown.
• Test invitee sees expected menus on /staff after accept.

Related articles

• Understand staff permissions
• Invite and manage staff