How to Define Multiple Roles？

STTM enables you to define custom roles with tailored permissions for your team (e.g., “Customer Support,” “Finance,” or “Operations”), so your team only sees what they need. Here’s how:

Step 1: Access the Roles Dashboard

1. Log in to your STTM account.
2. Click Roles in the left sidebar.

Step 2: Start a New Role

On the Roles page:

• Click the green Add Role button (top-left).

Step 3: Define Role Details

In the Role page form:

1. Role Name*: Give it a clear name (e.g., “Customer Support Agent,” “Finance Manager”).
2. Remark (optional): Add context (e.g., “Handles order inquiries” or “Manages payments”).

Step 4: Set Menu Permissions (with Role-Based Suggestions)

Under Menu Permission:

Uncheck boxes to limit access (for instance, hide Settings from non – admins).

Check the boxes next to the dashboard sections that the role can access (like Dashboard, Orders, Products, Finance).

Example 1: Customer Support Role

• ✅ Check: Support Ticket (to respond to issues), Orders (to track shipments)
• ❌ Uncheck: Finance (no access to payments), Settings (no system changes)

Example 2: Finance Role

• ✅ Check: Finance (to manage funds), Orders (to verify order values)
• ❌ Uncheck: Sourcing (no product-buying access), Products (no inventory edits)

Example 3: Operations Role

• ✅ Check: Products, Sourcing, Orders (full workflow control)
• ❌ Uncheck: Settings (limit system-wide changes), Affiliate (if not managing referrals)

Step 5: Save the Role

Click Save. The new role will appear in the Roles list, ready to be assigned to team members (via the Accounts section). See How to add users.

Pro Tips for Better Permissions

• Start Simple: Create basic roles first and expand as your team grows.
• Audit Regularly: Review roles every 3–6 months to remove unused permissions.
• Test Before Launch: Assign a test account to the new role to ensure it works as expected.

FAQs

Keep your team efficient and secure by tailoring access to their tasks! If you need help, use the dashboard chat.