Creating Roles

Creating roles: 

1. Click Setup followed by Manage Staff

2. Under Manage Roles, select Edit Roles 

3. Click the option to 'Add New Role' towards the top of the page 

4. You will then be prompted to fill in the Role name (make sure this is unique) before clicking save

Role permissions:

Role permissions give employees the ability to access and complete tasks within the platform. All employees that are onboarded with that role will be given those permissions, however you can override these permissions to give individuals greater or fewer permissions. For more information on profile permissions check this article here

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  • 19-Mar-2019
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