User Roles

Your organization most likely employs individuals with expertise in various areas of eCommerce, and they may all need different levels of access to Admin. Roles define a user's level of access in the form of behaviors. There are several default roles that come with Admin, but you can also create custom roles to better fit the needs of your organization.

How Roles Work

A role is a title given to a user that determines what their account permissions ("behaviors") are. There are a set of default roles that come configured with the Kibo platform, and each role has a set of assigned behaviors already enabled for its users. These behaviors are often the ability to Create, Read, Delete, and Update different datapoints such as products, discounts, promotions, etc.

View all roles under the Roles link in the Permissions tab of the homepage or go to System > Permissions > Roles from the Kibo homepage or elsewhere in Admin. Click a role to view its behaviors, or create a new role.

Create a Role

To create a custom role:

1. Go to System > Permissions > Roles.
2. Click Create New Role.
3. Enter a Name for the role.
4. Choose a Behavior Category.
5. Under the Behavior Name heading, select the behaviors you want to add to the role. A summary of the selections for all behavior categories is displayed on the right, under the Selected Behavior heading.
6. Click Save.

Default Roles

Kibo eCommerce comes with default roles that define a user's eligible level of access in Admin in the form of behaviors. You can use these roles to assign responsibilities to members of your organization. 

Fulfiller Roles

To support order management, additional fulfillment-related roles have been created. These are Fulfillment Manager and Fulfillment Employee roles that come in two types: global and location-specific. Globals are available by default, while location-specific roles are treated like custom roles but are automatically generated for each location that is created in Admin. These custom roles have permissions based on the global versions, but the permissions can be customized on a location basis if desired.

Employees can only fulfill shipments, while managers can both fulfill shipments and manage employees. Global managers and employees have access to this information for all locations, while location-specific users can only view the shipments (and other users, if a manager) from the location they are assigned to.

Managers can assign employee and manager roles to users they have access to, which means that they can upgrade an employee to a manager. However, only global managers can assign the global versions of these roles - if they are location-specific then they can only assign location-specific employees and managers.

• Global Fulfillment Manager
  • Site: View live content
  • Channel: Channel Read
  • Location: Location Read
  • Order: Order Read, Order Update – All, Order Ship
  • SettingsOrder: Order Settings Read
  • User: Admin User Read, Admin User Create, Admin User Update, User Role Read
• Global Fulfillment Employee
  • Site: View live content
  • Channel: Channel Read
  • Location: Location Read
  • Order: Order Read, Order Update – All, Order Ship
  • SettingsOrder: Order Settings Read

In a case where multiple roles are assigned to a user, the one with broader access takes precedence. For example, a user could have the role of both a Store Employee that can fulfill shipments at Location A and a StoreAdmin that can fulfill shipments at Locations A, B, and C. But this makes the Store Employee role redundant and so the user will have the access of a StoreAdmin.

Managing Order Routing Access

Access to the Order Routing application is not granted by a dedicated order routing user role, but rather by a behavior that can be assigned to existing roles. This behavior is called "Order Routing" and is included with the Admin and SuperAdmin role by default.

These users are able to view the Order Routing tile on the Kibo homepage and access the application with read/write permissions to manage routing rules.

Role Behaviors

To view each role's assigned behaviors:

1. Go to System > Permissions > Roles.
2. Select the role whose behaviors you wish to view.
3. The role's assigned behaviors appear in the View Role modal.

Behaviors available to be assigned in the Kibo Admin include all behaviors in the first table in this application guide, as well as the Admin-specific behaviors shown here. Note that only Report Read and Report Definition Update are necessary to enable full read and edit capabilities for Reporting.