Overview
To set up staff access permissions, navigate to Settings > User Management > User Roles & Access. Here, you’ll see a list of existing User Roles. Select a role to modify, delete, or create a new User Role to assign the appropriate access levels for employees within your business.
We recommend setting up user roles based on departments or areas of responsibility. This makes it easy to assign the correct permissions when adding new employees and ensures staff only have access to what they need.
What is Read or Write Access?
Read Access determines whether the employee will be able to see the information
Write Access refers to whether the employee can use the feature and make changes
Once you have set up all of your access roles, click Save changes to finalise.
⚠️Updating a User Role will automatically update permissions for all staff assigned to that role. If access changes apply to only one person or team, create a new User Role to suit your business needs.