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Feature spotlight

Custom roles & permissions

Set up role-based access in a few clear steps: create roles, define page-level permissions, assign roles to staff, and manage defaults as your team grows.

How it works

Step 1: Go to Staff section under Administration

Navigate to Staff under Administration from the menu.
Here, you can manage your team, roles, and permissions.

Staff section

Step 2: Manage Roles and Permissions

Click on the Manage Role button to open the management popup.
In this popup, you can view, add, edit, or delete existing roles and configure their permissions (Add, Edit, Delete, View).

Manage Roles

Step 3: Create a New Role

To create a new role, click on the Create Role button inside the Manage Role popup.
Configure the following details:

  • Role Name
  • Role Code (unique identifier)
  • Description
  • Page Permissions (Add, Edit, Delete, View)

Click Save to create the new role.

Create Role

Step 4: Assign Role to Staff

When adding or managing staff members, your newly created role will now be available in the role selection dropdown. Select it to grant the configured access to the staff member.

Assign Role to Staff

Step 5: Control access efficiently

Custom roles and permissions allow you to define exactly who can access and perform actions within the system.
This ensures better security, accountability, and streamlined operations across your team.