Staff Roles and Permissions

Set up staff roles and permissions to allow staff members to perform different functions.

Setting up multiple permissions will allow you to ensure your staff have the right level of access to your software.

You can apply multiple roles to an individual staff member.

For example, you would not have a receptionist with payroll permissions, so you might create a basic "receptionist" role with some administrative permissions, then create a more advanced "payroll" role with access to other parts of the software, then apply both roles to your accounts team.

In this article:

Creating Staff Roles

Updating Staff Roles

Creating Staff Roles

Go to Settings > Staff > Roles.
Click Create.
Name your role.
Select all relevant permissions from the list.
Click Create again.

Tip: If you want to create a new staff role similar to an existing one, simply click into the existing staff role and click Copy. This will take you to a new page, labelled "Copy", which you can adjust as required.

Updating Staff Roles

If you need to change the name or permissions of a given staff role, follow these steps:

Go to Settings > Staff > Roles.
Click on the staff role you want to modify.
Click Update.
Edit the name/permissions as required.
Click Save Changes.

Deleting a Role: Click into the staff role that is no longer required and click Delete.

Create your roles, you may create basics for each role and then also create 'levels' which allow more access. Level 1 could be view only, Level 2 could be view and edit, Level 3 could be view, edit & send.

You can now assign one or more of these roles to staff members, and they will be able to perform the functions as defined in those roles.

Please Note: The only functions that can be completed in Kiosk mode are listed in Permissions under Kiosk. Users may have other permissions enabled, but will not be able to access these via the Kiosk.