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Create a role

A role is a named bundle of permissions you assign to users, so a warehouse picker, a bookkeeper, and a buyer each see only what their job needs. You build a role by naming it and ticking the permissions it should grant.

Before you begin​

  • You need permission to manage roles (an Admin, or a role that grants it).
  • Granular permissions must be enabled for your account. Once enabled, SKU.io seeds a Full Access role you can copy from or assign as a fallback.

Create the role​

  1. Go to Settings → Users & Permissions → Roles.
  2. Click Create Role.
  3. Enter a Role Name (for example, Warehouse Operator) and an optional Description.
  4. In the Permission Matrix, tick the permissions this role grants. To work through the long list:
    • Search by permission name or action.
    • Filter by Category — Accounting, Products, Sales Orders — to focus on one area.
    • Use Select All to grant everything shown, or Clear All to start over.
  5. Click Save. The role appears in the list with its permission count.

Assign the role​

  1. Go to the Users tab.
  2. On a user's row, click Assign roles (the shield icon).
  3. Select the role and confirm. The user's new access takes effect on their next action.

Admins and power users are unaffected by roles — an Admin always has full access.

Next steps​

Video transcript

A role bundles permissions you assign to users. In Settings, under Roles, click Create Role and give it a name. Tick the permissions it grants — search or filter to an area, then choose the actions. Save the role. Your new role is ready, with its permission count. Assign it to a user from the Users tab, and they see only what the role allows.

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