Managing Backoffice Roles & Permissions

Goal

To manage Backoffice user roles and permissions in the Backoffice of Propeller, ensuring that users have the appropriate access and capabilities based on their responsibilities.

Step 1: Navigate to Backoffice Users

1. From the Admin menu, select Backoffice Users.
2. Click on a user to open their details.

Step 2: Configure Roles & Permissions

1. Locate the Roles & Permissions section.
2. Assign roles using the available toggles.
3. Choose the appropriate permission level:
   • Viewer: Grants read-only access.
   • Editor / Owner: Allows full create, edit, and delete permissions (both roles function the same way).

Roles & Permissions Overview

To enable full Sales Portal functionality, apart from the 'Sales management' role, the order, product, and user roles must also be enabled.

Role (generic access)	Description
Sales management	Allows access to Sales Portal.
Backoffice management	Allows access to Backoffice.

Role (specific functionalities)	Description
User management	Allows managing users (companies, contacts and customers), roles and permissions.
Shop & channel management	Enables management of webshop settings and sales channels.
Role & permission management	Allows assigning and modifying backoffice user roles and access levels.
Pricing management	Controls product pricing, customer-specific pricing structures, taxes and surcharges.
Logistics management	Manages carriers and warehouses.
Configuration management	Handles system-wide configuration and custom settings.
Product Data management	Allows editing and structuring product catalog data.
Order Data management	Provides access to order processing and related data.

Role-Based Functionalities

Below is a breakdown of which backoffice and sales portal functionalities are controlled by which role:

Menu Item	Submenu Item	Role Required
Sales		Sales management
	Companies	User management
	Requests	Order data management
	Quotes	Order data management
	Orders	Order data management
	Product Catalogue	Product data management
PIM		Product data management
	Products & Clusters	Product data management
	Categories	Product data management
Users
	Users	User management
	Favorites	Shop & channel management
	Orderlists	Product data management
Orders
	Orders	Order data management
	Carriers	Logistics management
	Warehouses	Logistics management
	Paymethods	Shop & channel management
	Order Statuses	Order data management
Pricing		Pricing management
	Pricesheets	Pricing management
	Taxes	Pricing management
	Surcharges	Pricing management
	Incentives	Pricing management
Admin
	Backoffice Users	Role & permission management
	Attributes	Configuration management
	Valuesets	Configuration management
	Data Import	Configuration management
	Cluster Definitions	Product data management
	Event Actions	Configuration management
	Templates	Configuration management
	Login tokens	Configuration management

Best Practices

• Assign Viewer roles where read-only access is sufficient to prevent unintended changes.
• Ensure all users with Sales Portal access have the required Sales, Order, Product, and User management roles enabled.
• Regularly review role assignments to maintain security and compliance.