Add Users & Roles

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Introduction

Managing users and roles in your Zoho Commerce store ensures smooth teamwork and tight security. By assigning the right people to the right roles, you can streamline tasks like handling orders, shipping or content updates while keeping your store efficient and secure.

Step-by-Step Instructions

  1. Go to Settings → Users & Roles
  • Log into your Zoho Commerce store.
  • Click the Settings icon and select Users & Roles.
  1. Click “Add User”
  • Hit the Add User
  • Enter the user’s email and name.
  1. Choose a Role

 Pick one of the predefined roles based on responsibilities:

  • Admin – near full control; same as the owner but can’t delete or unpublish the store.
  • Staff – limited to modules like Orders, Collections or Shipping.
  • Author – can edit selected pages only.
  • Developer – for external or third-party users; same privileges as Admin.
  • Guest – external users with permissions similar to Authors.
  1. Save & Send Invite
  • Click Save.
  • Zoho will email an invitation. Once accepted, the user gains access at the assigned role level.
  1. Edit, Deactivate or Remove Users
  • Under Users & Roles, click the three‑dot menu beside a user to:
    • Edit their name or role
    • Mark as Inactive to pause access
    • Delete to permanently remove them from your store

Tips

  • Choose the right person for each role
    • Admin & Developer = full access
    • Staff = limited to specific tasks
    • Author & Guest = content-only permissions
  • Use Inactivate instead of Delete

  Ideal for pausing access without losing settings or data

  • Practise the principle of least privilege

  Only assign the minimum rights needed for each user’s role

  • Regularly review roles

  Check every few months to ensure permissions still align with responsibilities

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