Admin can create roles, grant access to certain menu options, edit and remove roles.

  1. In the Staff Management menu, select the Roles & Permissions sub-menu.

  2. Click on the Add Role button.

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  3. Enter the Role Name and Description.

  4. Select all the Menu Options to which access permissions need to be granted to this particular role.

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  5. Click Save. Now, the roles that you created will be added to the list of roles on the Roles & Permissions page. Click on the Edit/Delete icon in Actions to either edit details or delete the role.

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  6. To invite staff members to specific roles, you can initiate the invitation process by clicking on the Invite Staff icon located under the Actions menu. Next, choose the desired Location from the provided drop-down list. Then, input the Email Addresses of all Staff members you wish to invite for a particular role, and finally, click the Send button to extend the invitations.

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Video Tutorial