Manage users and roles

Manage roles for your store in DEUNA.

Create a role#

Create a new role:

1. Access the side menu in Roles and permissions.

2. Select the Roles tab.

3. Click Create role.

4. Complete the fields:

   • Role name: Name the role.
   • Access type: Select the merchants that users with this assigned role will have access to.
   • Environment: Select if the role will have access to the Production environment, Sandbox, or both.

5. Select the permissions you want to enable.

   • Permissions are granted section by section.
   • Permissions are granted per each store.

6. Click Create role.

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Edit a role#

You can perform the following edits on roles:

• Add or remove merchants.
• Add or remove environments (SBX/Prod).
• Add or remove permissions.

To edit a role:

1. Access the side menu in Roles and permissions.
2. Select the Roles tab
3. Go to the role to edit.
4. Click on the actionable icon.
5. Choose the Edit option.
6. Edit the role:
   1. Merchants: Edit the stores.
   2. Environment: Edit the environments.
   3. Permissions: Edit the permissions.
7. Click Save changes to apply changes to the role.

Delete a role#

It is possible to delete a role if there are no users assigned to the role.

If the role has assigned users, reassign the users to another role previously.

Delete a role:

1. Access the side menu in Roles and permissions.
2. Select the Roles tab
3. Go to the role to edit.
4. Click on the actionable icon.
5. Choose the Delete option.
6. Click Confirm to delete the role.

Manage users#

Manage users for your store in DEUNA.

Create a user#

Invite a new user and assign them the necessary permissions for your merchant:

1. Access the side menu in Roles and permissions.
2. Select the Users tab and click Create user.
3. Complete the required information for the new user:
   • Name
   • Email address.
4. Choose an access type:
   • Predefined role: Assign an existing role.
   • Custom permissions: Configure access by section and merchant.
5. Select Production, Sandbox, or both environments.
6. Complete the merchant or network scope and the permissions requested by the form.
7. Click Create user to send the invitation.

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When the user accepts the invitation, they access the administration panel with the assigned permissions.

Edit a user#

Edit a user's role and permissions:

1. Access the side menu in Roles and permissions
2. Find the user you want to edit in the user list.
3. Click on the actionable dropdown menu and choose the Edit option.

4. Choose between:
   • Assign role: Select one of the predefined roles in the merchant or network.
   • Custom permissions: Define the merchants the user will have access to, the environments, and custom permissions.
5. Click Confirm to edit the user.

When the user refreshes their session in the DEUNA ADMIN, they see the changes reflected.

Resend invitation to a user#

Resend an invitation if a user hasn't received it or if the invitation has expired:

1. Access the Roles and permissions section in the side menu.
2. Find the user you want to resend the invitation to in the user list.
3. Click on the actionable dropdown menu.
4. Click Resend Invitation.

The invitation is sent again to the user's email address.

The user receives a new email with the invitation to join the DEUNA ADMIN.

Disable a user#

Disable a user and deny their access:

1. Access the Roles and permissions section in the side menu.
2. Find the user you want to disable in the user list.
3. Click on the actionable dropdown menu.
4. Click Disable.

The user is disabled and cannot access the DEUNA ADMIN again.