Roles & Permissions

Paymery includes a built-in Roles & Permissions system that allows you to control what each admin/staff user can access inside the admin panel. You can edit existing roles, create new roles, and assign specific permissions per role.

Where to Manage Roles

Navigate to Admin → Roles to manage roles and permissions. From this section you can:

• View all existing roles (example: Admin, Billing, Support)
• Edit a role name and permissions
• Create new roles
• Assign roles to admin/staff users (from the Users section)

Understanding the Difference

Role

A role is a named collection of permissions. For example, a Billing role may be allowed to view invoices and plans but not manage global settings.

Permission

A permission is a specific capability in the admin panel, such as:

• Manage settings
• Manage users
• Manage plans
• Manage coupons
• Manage billing / invoices

By assigning permissions to a role, you control exactly what members of that role can do.

Editing an Existing Role

You can edit any existing role (for example: Admin or Billing) and adjust the permissions assigned to it.

1. Open Admin → Roles
2. Select the role you want to edit
3. Update the role details if needed
4. Enable or disable permissions for that role
5. Save changes

This is useful when you want to limit access for staff members without giving them full admin control.

Creating a New Role

To add a new role:

1. Go to Admin → Roles
2. Click Create Role
3. Enter a role name (example: Support, Moderator, Billing)
4. Select the permissions you want this role to have
5. Save the role

Assigning Roles to Users

Roles are assigned from the Users section:

1. Go to Admin → Users
2. Open the user profile
3. Choose the role from the available roles list
4. Save changes

After assigning a role, the user's access inside the admin panel will match the permissions of that role.

Best Practice Examples

Below are common role setups you can use in real projects:

Admin Role

• Full access to all settings and system sections
• Manage users, plans, coupons, billing, languages, and email templates

Billing Role

• Manage invoices and manual payment requests
• Manage plans and coupons
• No access to global settings and user security actions (optional)

Support Role

• View users and basic account details
• Help customers with account-related issues
• No access to billing configuration or system settings

Notes

• Roles help you delegate tasks safely without sharing full admin access.
• Always review permissions carefully before assigning staff access in production.
• If a user cannot access a section, verify their assigned role permissions.