Before creating access for Ursa, it's important to define what they are allowed to do within your Magento store. This helps protect sensitive information such as billing settings and administrative account data.

1. Log in to your Magento Admin panel.

2. Navigate to System > Permissions > User Roles.

3. Click Add New Role.

4. Under the Role Info tab, enter a name for the role (e.g., "Ursa Marketing").

5. Open the Role Resources tab.

6. Change Resource Access from All to Custom.

7. Select only the permissions the agency requires. For marketing purposes, the following permissions are typically sufficient:

   • Sales – to view orders and sales data.

   • Catalog – to manage products, categories, and pricing.

   • Marketing – to manage promotions, SEO settings, and customer reviews.

   • Reports – to access performance metrics and analytics.

8. Click Save Role.

Now that the role is ready, you can create the user account for Ursa.

1. Go to System > Permissions > All Users

2. Click Add New User

3. Fill in the agency’s details under:

   • User Info : Username, First name, Last name, Email address of your agency contact

   • Password : Create a strong password 

4. Under the User Role tab, select the role you just created: “Ursa Marketing”.

5. Click Save User.