Staff, User Roles, and Permissions in Ivonto
Overview of Staff Settings
Managing a team on Ivonto requires careful assignment of user roles and permissions to ensure that each team member has the appropriate access to platform features relevant to their job. Ivonto's staff management feature allows you to add new team members, assign custom roles, and set specific permissions to maintain control over who can access different parts of your online store.
How to Access Staff Settings
Follow these steps to manage your staff settings in Ivonto:
Log in to your Ivonto admin panel.
Navigate to the "Settings" menu on the left side of the dashboard.
Click on "Staff" to open the Staff Settings page. (please refer to the below screenshot)
Fill out the member details, select the preferred admin panel language, and choose the permissions you want to assign to the new staff member. (please refer to the below screenshot)
Click the "Save" button to finalize the staff member's role and permissions.
Ivonto offers a range of permissions for various features, including orders, products, customers, and reports. You can easily select the appropriate permissions by checking the corresponding boxes.
Note: If you're on the free plan, you can only have one staff member. To add more team members, consider upgrading your plan through the Settings → Billing section. For more details, visit Ivonto's billing and subscription plans.
Best Practices for Setting User Roles
When assigning user roles on Ivonto, consider the following best practices:
Assign Roles Based on Job Responsibilities: Ensure that each team member's level of access aligns with their job duties. For instance, a customer service representative might need access to customer information, while a warehouse worker may only require access to order details.
Regularly Review User Roles: As your business grows and evolves, it's important to periodically review and update user roles to ensure they reflect current job responsibilities and organizational needs.
By carefully managing user roles and permissions, you can maintain a secure and efficient workflow within your Ivonto store.