Adobe Commerce admin roles
- Topics:
- Admin Workspace
- Roles/Permissions
- Security
CREATED FOR:
- Beginner
- Admin
- User
Learn the process of logging into the Adobe Commerce Admin Portal using Adobe ID or Federated ID and details how store admins can create and manage role-based access. Understand the steps to create a new role with specific permissions, such as a “Seller” role responsible for managing customer quotes and templates. Understand how to assign users to these roles, ensuring they have the appropriate access levels, and includes a demonstration of assigning a user to a newly created role and verifying the assignment.
Who is this video for
- Store administrators and business users responsible for managing access and permissions.
- New store owners who need instructions on creating roles with specific permissions and assigning users to these roles
- Adobe Commerce projects interested in ensuring secure and efficient management of administrative tasks performed in the Adobe Commerce admin.
Video Content
- Learn the latest login methods.
- Get a good understanding of the role creation and management
- Understand the user assignment and access levels.
Transcript
Now let’s take a look at how business users log into Adobe Commerce admin portal and how a store admin creates and manages roles-based access to the admin portal. Adobe Commerce admin users can use their Adobe ID or a Federated ID to log into the Adobe Commerce admin portal. Adobe’s Identity Management System or IMS is an OAuth 2.0-based identity management feature that supports admin user authentication. Any user created in IMS can be created using an Adobe ID or Federated ID. If a user is set up using Federated ID, they are authenticated using their company’s identity provider to log on, as you just saw in the demo. Please note, when a store is first set up, the store admins receive a set of login credentials for the administrator role that has full permissions. Now let’s take a look at how a store admin creates and manages role-based access to the admin portal. To give someone restricted access to the admin, the first step is to create a role that has the appropriate level of permissions. After the role is saved, you can add new users and assign the restricted role to grant them limited access to the admin. To create a new role, click on Admin sidebar and go to System, Permissions, User Roles. In the upper right corner, click Add New Role. Under Role Information, enter a descriptive role name. In this demo, we are going to create a seller role who are responsible for creating customer quotes and managing quote templates. So, just name it Seller Quotes. Under Role Resources, select Custom. In the Resource Tree structure, select the checkbox for each admin capability that the role can access. In this scenario, we would want to give this role access to managed quotes. So, I will select Sales, Operations, and Quotes. So, Managing, Printing Quotes, Sending Quotes, as well as Managing Quote Templates. As you can see in Adobe Commerce, a role can be created and given very granular access that range from auto management, quote management, customer management, catalog management, as well as managing the store level settings. Now that the new seller role has been created, let’s take a look at how users can be assigned to the newly created role. To assign users to the newly created seller role, click on the Seller Role. And in the left-hand menu, click on Role Users. Here, you will see all the users that exist currently. And you can select the user who you want to grant access to the sales role that we just created. So, here I will just select user number 11, who is Amy, and add them to this newly created role. To do that, I will have to verify my identity. And once my identity has been successfully verified, I can now assign users to this newly created role. To verify if the role has been successfully assigned to Amy, you can go to All Users, look up Amy’s account, and verify that Amy has now access to the Sales Quotes role. I hope this was helpful. Thank you very much.
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