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Magento, User Management Magento

Mastering user role creation and management in Magento 2

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Creating and managing user roles in Magento 2 is essential for maintaining secure and efficient store operations. By precisely assigning permissions to different users, you can effectively control access and streamline administrative tasks. Here’s a step-by-step guide to help you create user roles in Magento effortlessly.

Steps to Create User Roles in Magento 2

1.  Navigate to User Roles

  •   Log into your Magento Admin Panel.
  •   Go to System > Permissions > User Roles.
User Roles in Magento 2 | BigCloudy KB

 2. Add a New Role

After that click the “Add New Role” button.

Create Users Roles in Magento 2 | BigCloudy KB

3. Define Role Information

Fill out the following details for adding new roles.

3.1 Role Name

Enter a descriptive and unique name for the role (e.g., “Sales Manager“ or “Product Editor”).

3.2 Your Password

Enter your current admin password for verification.

3.3 Save Initial Role Information

Click the “Save Role” button to proceed.

Save Roles in Magento | BigCloudy KB

4. Configure Role Resources

4.1 Access Role Resources

After saving the initial role information, navigate to the Role Resources tab.

4.2 Set Resource Access Levels

Select “Custom” to assign specific permissions, or “All” to grant unrestricted access.

4.3 Select Specific Permissions

A detailed list of resources will appear if’ Custom’ is selected. Check the boxes for the resources you wish to grant access to. For example, to grant access to order and customer management, select:

  • “Sales > Operations > Orders”
  • “Customers > All Customers”

4.4 Save Resource Settings

Click the “Save Role” button to finalize the permissions.

Save Resource Settings in Magento | BigCloudy KB

5. Assign the Role to a User

5.1 Navigate to User Management

Go to System > Permissions > All Users.

All Users in Magento | BigCloudy KB

5.2 Create a New User

Click the “Add New User” button.

Add New User in Magento | BigCloudy KB

5.3 Complete User Information

  • User Name

  Create a distinctive username.

  • First Name and Last Name

 Enter the user’s full name.

  • Email

 Provide the user’s email address.

  • Password

 Set a strong password for the user.

  • Interface Locale

Select the preferred language for the admin interface.

Save User Roles | BigCloudy KB
  • Assign the Appropriate Role

In the User Role section, select the role you created from the available roles list.

  • Save User Information

Click the “Save User” button to complete the user creation process and assign the specified role.

Save User Information | BigCloudy KB

Creating and managing user roles in Magento 2 allows you to control access precisely, improving security and efficiency. By setting specific permissions, you ensure users only access the areas they need, optimizing store management.

Additional Resources

  • Magento Documentation
Tags : Magento User Management

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Mastering user role creation and management in Magento 2

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