B-Cart provides a flexible roles and permissions system to help you manage what users can access and do within your organisation. This article explains the differences between user roles, their permissions, and how administrators can configure them.
User Roles in B-Cart
B-Cart supports the following primary user roles:
1. Admin
- Overview: Administrators have full access to all settings, data, and management features in B-Cart.
- Permissions:
- Add, edit, or delete users, products, customers, and orders.
- Access and update billing and subscription information.
- Configure organisation-wide settings, including integrations (e.g., Xero, QuickBooks).
- View and generate reports.
- Manage delivery profiles, pricing tiers, and visibility groups.
- Intended For: Business owners, managers, or other trusted personnel who oversee operations.
2. User
- Overview: Standard users have limited access based on their assigned permissions.
- Permissions:
- View and create orders.
- Manage customers (add or edit details but cannot delete).
- Access assigned products and visibility groups.
- View reports (if enabled by an admin).
- Cannot edit organisation settings, billing, or integrations.
- Intended For: Sales representatives, customer support staff, or operational team members.
Key Differences Between Admins and Users
| Feature | Admin | User |
|---|---|---|
| Manage Users | ✅ Yes | ❌ No |
| Manage Organisation Details | ✅ Yes | ❌ No |
| View Reports | ✅ Yes | ✅ Yes (if enabled) |
| Create and Manage Orders | ✅ Yes | ✅ Yes |
| Manage Products | ✅ Yes | ✅ Limited |
| Billing and Subscription | ✅ Yes | ❌ No |
| Access Integrations | ✅ Yes | ❌ No |
How to Assign Roles
Only Admins can assign or modify roles in B-Cart.
Steps to Assign a Role:
- Log in as an Admin.
- Navigate to Organisation > Users.
- Select the user you wish to manage.
- Choose a role from the dropdown menu (Admin or User).
- Save changes.
Best Practices for Managing Roles
- Limit Admin Access: Assign Admin roles only to trusted personnel to ensure sensitive data and settings are secure.
- Review Regularly: Periodically review user roles to ensure permissions align with current business needs.
- Enable Reporting for Users: If Users need reporting access, ensure they’re assigned the necessary permissions by an Admin.
Troubleshooting Permissions Issues
- A User Can’t Access a Feature: Check their role and ensure they have the correct permissions.
- An Admin Can’t Change Roles: Only the account owner or another Admin can modify roles.
If you need further assistance, contact B-Cart Support.