You will notice on our "Client Set Up" Form that we ask for you to create a role for our us within the backend of WooCommerce.
Creating a separate user account for us ensures that your privacy and security is protected, whilst allowing us access to perform acceptance testing once the synchronization is complete.
Please follow the steps below to create a role for DSYNC.
The details you will be using for this new role (first name, last name, email) will be mentioned in the "Client Set Up" Form.
Creating Custom Roles
- Create a custom role.
- Click on Change permissions for that role, click on Woocommerce capabilities to display related ones and grant the manage_woocommerce capability. This capability is required if you want the role to have access to any WooCommerce administration screen.
- Add more capabilities in this dialog or set permissions for WooCommerce-related post types on the Post Types tab.
- Change the role of the desired user to the new custom role you have just created.
When you create the new role, if you want the user to have no inherent capabilities (allowing you to add specific capabilities with Access), do not select any role to copy privileges from. This will give no permissions to the role and you will be able to add all capabilities manually.
In case you want to give users the same capabilities as authors (being able to write and edit their own content), select to copy privileges from Author role. To create users who can edit any content, select to copy privileges from the Editor role. This setting will adjust the capabilities for content editing, so you can just set the WooCommerce capabilities manually.
Please give our DSYNC role the setting of "Content author" with a level of 7.
Instructions from WooCommerce