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Create Roles for Staff at your Center
Create Roles for Staff at your Center
Josie avatar
Written by Josie
Updated over 3 months ago

With staff roles, you can tailor permissions and access for different employees at your center. By setting up unique roles, you gain full control over who can do what. This article is here to walk you through the steps of creating custom roles that suit your center perfectly.


Create a staff role

To create a staff role:

  • On your Home page, click on Staff

  • Click on Roles in the tabs at the top of the page

  • Click on New role

  • From here, you can give your new role a title and select permissions you'd like this role to have

  • Once you're happy with your permission selections, click on Confirm

  • Your new role will appear in the list and will be selectable from the Overview tab when adding new staff members

If you need to make changes to a role or delete it, you can do so by clicking on the three dots next to the role:

When adding a new staff member from your Overview tab, you can choose the role from the Role button next to their name:


Setting up permissions

If you've set up all your roles and you're looking for a more in-depth overview of permissions and access, check out the article below!

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