To edit a staff member's access permissions, navigate to Contacts > Staff > select Staff Member > Access Permissions. From here, you can select the Role this staff member is carrying out within your business.

You can also edit areas within JACK that this staff member has access to, whether they have read access, write access, or both. An example of how we see this used is that you may want your sales team member to access Clients, Leads, and Estimates but not Job Management.

A new user role can be added from Settings > User Roles and Access > + User Role.

You can also preset the read/write access for a specific role within your business. To do this navigate to Settings > User Roles and Access > select a specific role and use the tick-boxes to customise the permissions. This allows you to allocate a role every time you add a new employee and the permissions will be carried over.