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Create Custom Role

Verify that store owners can create custom roles with specific permission sets.

7 steps
~5 min
tr-5

Preconditions

  • You are logged in as store owner
  • Custom roles feature is available on your plan

Test Data

Role name: "Inventory Manager", Permissions: Products (view, edit), Inventory (all)

Test Steps

Follow each step carefully

0/7

Navigate to Roles settings

Location

Admin > Settings > Roles or Team > Roles tab

Verify

Roles management page loads

Click "Create Role" or "Add Custom Role"

Location

"Create", "Add", or "+" button

Verify

Role creation form opens

Enter a name for the new role

Location

Role name input field

Verify

Name is entered (e.g., "Inventory Manager")

Enter an optional description for the role

Location

Description text field

Verify

Description is entered

Select the permissions for this role

Location

Checkboxes or toggles for different permission areas

Verify

Appropriate permissions are selected

Save the new role

Location

Save or Create button

Verify

Success message; role appears in roles list

Verify the role can be assigned to team members

Location

Go to invite/edit team member and check role dropdown

Verify

New custom role appears in role selection

Expected Result

Custom role creation works: (1) Create role form is accessible, (2) Name and description can be set, (3) Permissions can be selected granularly, (4) Role is saved successfully, (5) New role is available for assignment, (6) Multiple custom roles can be created.

Ready to Complete?

Click when you have verified all steps and the expected result.

Test Info

Module
Team & Roles
Steps
7
Duration
5 min
XP Value
+30