Configure Custom Role
Verify that store owners can create custom roles with specific permission sets for fine-grained access control beyond the default roles.
Preconditions
- Your plan supports custom roles
- You are the store owner or have admin permissions
Test Data
Role name: "Inventory Manager", Permissions: View products, Edit products, Manage inventory (no access to orders, settings, or team)Test Steps
Follow each step carefully
Navigate to Roles & Permissions settings
Settings > Roles, or Settings > Team > Manage Roles
Roles management page shows existing roles
Click "Create Role" or "Add New Role"
Button at top of roles list
Role creation form appears
Enter a name for the new role
Text field for role name
Name is accepted (check for uniqueness)
Choose a descriptive name that reflects the role's purpose
Select the permissions for this role
Checkboxes or toggles for each permission category
Permissions are checked/unchecked as desired
Follow principle of least privilege - only grant necessary permissions
Save the new role
"Create Role" or "Save" button
Success message appears
Expected Result
After creating role: (1) New role appears in roles list, (2) Role is available when inviting new members, (3) Role is available when changing existing member roles, (4) Permissions work as configured - users with role can only access granted features.
Ready to Complete?
Click when you have verified all steps and the expected result.
Test Info
- Module
- Stores
- Steps
- 5
- Duration
- 4 min
- XP Value
- +20