Watch this video or read through the article. Your choice!

Hey there! In this video, we’re going to walk you through one of the most important tools in your settings: User Roles.

First things first — let’s get to the User Roles section. Just click on Settings at the bottom of the sidebar.

Then head to the Basic Settings section and click on Users.

Here’s where you’ll assign roles to your team.

But before you start clicking away — it’s important to know what each role actually does. So let’s break it all down!

Click the little info icon next to "Role" to view the full list.

There are 11 roles total — and each one has a specific purpose.

Let’s start with the big one: Super Admin. This is the ultimate role. Total access to every feature and setting. It’s designed for company leaders, owners, or site administrators.

Next up, we’ve got the Buyer role. This is for the folks who handle ordering and managing inventory. They can see most of the menus that impact stock and purchasing.

Store Manager is built for people running the floor — managers who oversee sales and operations. They can tweak orders and support the sales team directly.

Got someone managing routes? That’s your Delivery Manager. They can create and edit delivery routes for getting products to customers on time.

The Office Employee role is for general admin staff — people helping out behind the scenes. They can view most reports and menus, but can’t create orders or quotes.

This one’s all about the front line — the Sales Associate. Perfect for store staff handling customers day-to-day. Here’s a key note: this role is always set as a Sales Person by default, and that setting can’t be changed.

Warehouse hands and delivery assistants? This one’s for them. The Warehouse/Delivery Team role is for staff helping with logistics — not sales.

Now let’s talk third-party roles — there are three of them:

These are for contractors or outside companies that need limited system access. They can only see what’s relevant to their job — like delivery routes or accounting reports.

Oh, and just like Sales Associate, certain toggles are locked for these roles:

Last but not least — the Website Admin. This one’s for team members who manage the website only. They won’t have access to Sales or Driver settings either — those toggles are disabled too.

Now that you know what each role does, let’s assign them! In the Users section, look for the Role column. Choose the appropriate role from the dropdown.

Next to it, you can assign them to a Salesperson or a Driver.

If you turn on Sales Person, that user will be able to help customers with orders.

Flip the Driver toggle on? A pop-up will appear —You’ll need to fill in:

Their Default Truck Number

And their Default Delivery Method

Once you’re done, hit Save — and you’re all set.

And that’s it! That’s your full guide to User Roles in Appliance.io. Assign the right roles, keep your team organized, and give everyone the right access from day one. Thanks for reading, and we’ll see you in the next one!