Managing User Permissions

Overview

Kase now offers Role-Based Access Control (RBAC), giving you precise control over what your team members can access. This guide explains how to manage permissions for your company's users.

Understanding Roles

Each user in your company is assigned a role that determines their default access level:

Role	Description	Best For
Owner	Full access to all company features, settings, and billing	Business owners, primary account holders
Admin	Company administration and operations without billing access	Operations managers, team leads
Member	Standard access to orders, inventory, and day-to-day operations	Team members who need visibility but not admin control

Additional roles may be available depending on your account configuration. Contact support if you need a custom role for your team.

Understanding Access Levels

Within each area of Kase, users can have different levels of access:

Level	What They Can Do
Admin	Configure settings, perform operations, and view data
Operator	Perform day-to-day operations and view data
Viewer	View data only (read-only)
None	No access (feature is hidden)

 

Managing Your Team's Permissions

Viewing User Permissions

1. Navigate to Settings then Merchant Users

2. Select the Shield on the user you wish to view permissions of

   

3. The Effective Permissions section shows what they can access

Changing a User's Role

1. Navigate to Settings then Merchant Users

2. Select the Shield on the user you wish to view permissions of

   

3. Under User Permissions, select "+ ASSIGN ROLE"
4. Select the appropriate role from the drop down menu and select "ASSIGN"

Adding Permission Exceptions

If a user needs access beyond (or less than) what their role provides, you can add an override:

1. On the user's page, scroll to Overrides and click "+ ADD OVERRIDE"
2. Select the Segment (e.g., Billing, Inventory)

3. Select the access level

   

4. Enter a reason for the exception, and click SAVE

Important: Review Your Users

All existing users have been set to full access (Owner level) to match your previous permissions. We recommend reviewing each user's access and adjusting their role to match their actual responsibilities:

• Users who only need to view orders should be set to Member or given Viewer access
• Users who manage your account settings should be Admin or Owner
• Users who perform daily operations but don't need settings access work well as Member

Frequently Asked Questions

Why can't my team member see a feature?
Their role may not include access to that area. Check their permissions in Settings then Users, and either change their role or add an override.

Can I create custom roles?
Custom roles may be available for enterprise accounts. Contact your account manager to discuss your needs.

Who can manage permissions?
Only users with the Owner or Admin role can manage other users' permissions.

Is there a log of permission changes?
Yes, all permission changes are tracked for security and compliance purposes.

Need Help?

Contact our support team if you need assistance setting up permissions for your team.