Custom roles - access to categories

Created: 2024-02-22
Last updated: 2024-02-29

Post view count: 246

Adding other users to the account, you can assign them system roles or create your own. Adding a custom role and assigning it to a selected email address allows you to decide which options within the account the user will have access to. In this article, you will learn how to grant access to categories and what possibilities this privilege provides.

Custom roles - access to categories

To grant access to categories within privileges:

1.  Go to the Settings > Users and select Roles from the left panel,
 
 

2. In the next step, use the Add new role button, 
 

3. Complete the column Role Name.
4. In the Privileges section, check the checkboxes next to the options the user should have access to.
5. To grant the ability to manage categories, check the checkbox next to the option Categories


6. Confirm the creation of the new role by clicking Save at the bottom of the page and assign the role to the selected email address.

The person with access to the categories tab will be able to view existing categories as well as create new ones, edit, and delete them.


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