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Staff, user roles, permissions
Staff, user roles, permissions

Learn how to set user rules and permissions for your team in admin panel

Updated over 4 months ago

Staff settings overview

If you're managing a team on TapCommerce, you'll want to make sure each user has the right permissions and access to different features on the platform.

TapCommerce offers a staff feature that allows you to set user rules and create custom roles to ensure your team members can only see and do what's relevant to their job.

You can add new member to your team to manage your online store and assign specific roles to each of them through Staff settings.

Access the Staff settings

To access the Staff Settings on TapCommerce:

  1. Log in to your TapCommerce admin panel

  2. Go to the "Settings" menu in the left menu of the dashboard

  3. From there, click on "Staff" to open the Staff Settings page

  4. Here, fill out the member details, select the admin panel language and the permissions you want to give your new staff member.

  5. Then, click on the Save button.

TapCommerce offers a variety of permissions for different features, such as orders, products, customers, and reports. You can select which permissions to enable by checking the corresponding boxes.

Note: in the free plan, you can only have one staff member. To add more, you need to upgrade your plan from the Settings โ†’ Billing. Learn more about TapCommerce's billing & subscription plans.

Best practices for user rules

When setting user rules on TapCommerce, there are a few best practices to keep in mind:

  • Assign roles based on job responsibilities: Make sure each staff member has the appropriate level of access based on their job duties. For example, a customer service representative may need access to customer information, while a warehouse worker may only need access to order details.

  • Regularly review user roles: As your business evolves, make sure to regularly review and update your user roles to ensure they align with current job responsibilities.

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