Roles and permissions
What each ready-made role can do, and how to make your own role with exactly the right permissions.
A role decides what someone can see and change in the admin. The sidebar only shows what their role allows, and every screen checks it too.
The ready-made roles
| Role | What they can do |
|---|---|
| Administrator | Everything, including settings, users, updates and modules |
| Editor | Pages, global blocks, blog posts, categories, case studies, content types and media |
| Sales Agent | Leads, live chats and orders. Can't delete or export data, give refunds or change the website |
| Content Author | Research and write articles in SEO Content Writer, and send them to Posts or Pages as drafts |
| Teacher | Their own classes and students in Courses |
| School coordinator | Every course, class and student, and enrollment and payments in Courses |
| Teaching Assistant | Helps in the classes they're assigned to |
| Affiliate manager | Affiliates, applications, commissions and payouts (no settings) |
| Bookkeeper | Records, invoices, bills and reports in Finances |
| Finance viewer | Finances reports, read only |
| Team member | Their own pages in Team (Me), the directory and the org chart |
| Manager | Their own team in Team: time off approvals, goals, reviews |
| Team manager | Everyone in Team, without the settings |
Roles for a module appear when that module is turned on. When a module adds a new feature, the matching ready-made roles get it automatically.
Change a role
- Go to System → Roles and click Edit next to the role.
- Tick or untick permissions. Each one says in plain words what it allows.
- Click Save role.
To go back to PageShift's choices for a ready-made role, click Reset to recommended.
Make your own role
- Go to System → Roles and click Add role (1).
- Type a Role name, for example
Office assistant. - Tick what people with this role can do.
- Click Save role.
- Give the role to people in System → Users.