Permissions

Permissions allow fine-grained control over what users can do in the Partner Portal. Beyond basic roles, you can set specific rights for features like viewing reports, editing menus, managing orders, etc., to ensure security and proper delegation.

Accessing Permissions

Step 1: Go to Settings in the sidebar.

Step 2: Select Permissions or the User Access/Permissions section.

Managing Permissions

Step 1: Select a role or user.

Step 2: Toggle or set permissions for categories like:

• View/Edit Orders

• Menu Management

• Reports Access

• Settings Changes

• Marketing Tools

• etc.

Step 3: Save changes.

Permissions are applied immediately.

Best Practices

• Use roles as base, then customize permissions.

• Regularly audit permissions for security.

• Train staff on their access levels.

• Document permission changes.

Related

• Settings Overview
• User Access (overall user management).
• Security or related (for account security).

Note: Available permissions depend on your plan and enabled features. Some setups support group permissions or templates.

Proper permission management protects your business data and operations.