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How to manage custom roles in Stora

Create fully custom roles from 80+ permissions

Note: Please contact support if you are interested in the Custom Roles feature.

Custom roles let you control exactly what each team member can see and do in Stora. Use them to match access to real‑world responsibilities, like accountants, regional managers, or external developers.

With over 80 permissions across sites, billing, CRM, Storefront and more, you can create roles that fit how your business works.


How to create a custom role

Follow these steps to create a new custom role in your Stora Backoffice.

  1. Go to Settings in the sidebar.

  2. Select Team.

  3. Click Manage custom roles.

  4. Select Create Custom Role.

  5. Enter a Title for the role, for example, “Site Manager” or “Accountant”.

  6. (Optional) Add a Description to explain when this role should be used.

  7. Choose whether to start from an existing role or build the role from scratch.

  8. Under Permissions, open each category and select the permissions this role should have.

  9. Review the summary of permissions.

  10. Click Create Role to create the role.

💡 Use clear role names and descriptions so your team know when to choose each role, especially if you have multiple locations or external partners.


How to edit or delete a custom role

You can update a custom role at any time if responsibilities change.

  1. Go to Settings.

  2. Select Team and then Manage custom roles.

  3. Find the role you want to change.

  4. Click Edit to update the name, description or permissions.

  5. Click Save to apply the changes.

💡 You can also assign a custom role when inviting a new member to the account.

To delete a role:

  1. On the Custom Roles page, find the role you want to remove.

  2. Click "..." and Delete role.

  3. Confirm the deletion.

If a role is no longer needed, deleting it helps keep your list of roles clear for your team.


How to assign a custom role to a team member

Once you have created a custom role, you can assign it to any team member.

  1. Go to Settings in the sidebar.

  2. Select Team.

  3. Find the team member whose role you want to change.

  4. Click their current Role.

  5. Select the custom role you created from the list.

  6. Click Save to confirm the change.

The team member’s access will update immediately based on the permissions in their new role.

⚠️ Only account owners (or team members with the right permissions) can create, edit or assign custom roles. If you cannot see these options, contact your account owner.


Examples of how to use custom roles

Here are some practical ways to use custom roles in your account:

  • Accountants: Give access to invoices, payments and reporting, without access to CRM or site configuration.

  • On‑site staff: Limit them to day‑to‑day tasks like bookings, payments and notes for their site, without account‑wide settings.

  • External developers or agencies: Restrict them to Storefront or API‑related permissions, and remove access to customer data and billing.

Using custom roles alongside site‑level access helps you keep data secure, reduce noise for your team, and ensure everyone has the right tools for their job.

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