Managing Skio user permissions

Outline

• Overview
• Before you Start
• Roles Overview
• Managing User Permissions

  • View or Edit Permissions for Existing Accounts

  • Bulk Edit Users

• Edit Default Role Permissions
• Invite New Users to the Store
• How Do Overwrites Work? 
• Additional Information
• Need Help? 

Overview

The new User Permissions feature in the Skio Admin Dashboard allows store owners and administrators to control what their team members and other users can access. This is a change from the previous setup where all accounts had full access to all features.

Before You Start

• Only Store Owners and Admins can manage permissions.
• Permissions determine which sections an account can access within the Skio Admin Dashboard.
• For detailed descriptions of each permission, see the Description of User Permissions article.

Roles Overview

1. Store Owner (Uneditable)

   • The primary account holder with full control over all store settings, billing, subscription management, user roles, and permissions.
   • This role is automatically assigned based on the store owner in Shopify.

2. Admin (Uneditable)

   • A role with broad access to manage team members, assign roles, and oversee most store operations, excluding ownership-specific functions.

3. Member (Editable)

   • A restricted role with access limited to specific tasks assigned by Admins or the Store Owner, without management privileges.
   • This is the default role for all new users who access the Skio Admin Dashboard for the first time.

Managing User Permissions

View or Edit Permissions for Existing Accounts

1. Navigate to User Management:

   • Click on Account in the sidebar and select Users.
   • You’ll see a list of all existing accounts, including those created automatically when a user first accessed the Skio Admin Dashboard.

2. Edit Permissions:

   • Click on any account to open the Account Details page.
   • Alternatively, select multiple accounts using the checkboxes for bulk updates.
   • From the details view, you can:
     • Change the user’s role
     • Assign specific permission overwrites
     • Overwritten permissions are marked with a green asterisk.

3. Save Changes:

   • Click Save Changes to apply updates.

Bulk Edit Users

To apply changes to multiple users simultaneously:

1. Select Multiple Users:

   • Go to Account > Users.
   • Use the checkboxes to select the users you want to update.

2. Apply Changes:

   • Choose the new role or permissions from the Permissions panel.
   • Click Save Changes to update all selected users.

Edit Default Role Permissions

The default role for new users entering the Skio Admin Dashboard is Member. To change the default permission set for this role:

1. Access Role Settings:

   • Click on Account in the sidebar and select Users.
   • Select the Roles tab at the top of the navigation.

2. Edit Role Permissions:

   • Choose the role you wish to update (currently, only Member is editable).
   • Customize the permissions you want to grant for this role.
   • Click Save to apply changes.

Invite New Users to the Store

By default, new user accounts are created automatically when someone accesses the Skio Admin Dashboard and is assigned the Member role.

Users will not have access to the dashboard until their account is approved by a Store Owner or Admin. If you’d like to preemptively add users to your storefront:

1. Invite New User:

   • Go to Account > Users.
   • Click Invite User in the top right corner.

2. Enter User Details:

   • Fill in the user's name, email, role, and any specific overwritten permissions.
   • Click Save to send an invitation.

How Do Overwrites Work?

Overwrites allow for flexible permission management by letting you:

• Grant exceptions to standard role permissions
• Customize access without changing the user’s primary role

Important Notes:

• Overwritten permissions are indicated by a green asterisk.
• If the role's permissions change to match an overwrite, the permission is synced and no longer considered an overwrite.
• This ensures consistency and flexibility in managing user access.

Additional Information

• Store Owners are automatically assigned based on the Shopify store owner.
• Users who accessed the Skio Admin Dashboard before March 5th, 2025 will automatically be granted Admin privileges.
• All users who access the dashboard after this date are assigned the Member role by default

Need Help?

For further assistance, please reach out to our support team.