Setting Up Admin Users and Roles in Magento CE 1.8 and EE 1.13

Table of Contents

Note:This article provides information about how to set up tax calculations in Magento Community Edition (CE) and Enterprise Edition (EE). The information is based on CE 1.8 and EE 1.13; some options here might not apply to earlier versions.

Overview

If you need to provide access to the Admin area of your store to multiple people, you add each person as a user, with their own user name and password. You then assign each user to a role, and you assign permissions to the role.

Different roles can be created for different types of users. For example, if you hire a designer for your store, you create a role of Designer. By assigning a user to that role, that user can be given access to all design features but restricted from accessing the customer and sales features.

Important: If you do not assign a role to a user, the user will not be able to access the Admin panel.

Step 1: Add a User Role

  1. From the Admin panel, select System > Permissions > Roles.
  2. Click the Add New Role button.
  3. In the Role information area, enter a Role Name.
  4. On the left panel, click the Role Resources tab.
  5. Use the dropdowns in the Role Scopes and Role Resources areas to provide access for this user role.
  6. Click Save Role.

Step 2: Add a User

  1. From the Admin panel, select System > Permissions > Users.
  2. Click the Add New User button.
  3. In the User Info area, fill in all fields for Account Information.
  4. Set the account status to Active to enable access to the user.
  5. Click the User Role tab on the left panel and assign this user to a predefined role.
  6. Click Save User.

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