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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

Navigate to the Staff section from the menu.
Here, you can manage your team and define roles & permissions.

Staff section

Step 2: Create a new role

Click on the Create Role button to add a new custom role.
A popup will appear where you can configure role details and permissions.

  • Enter Role Name
  • Add Role Code (unique identifier for the role)
  • Provide a Description (optional)
  • Assign Page Permissions such as:
    • Add
    • Edit
    • Delete
    • View

Once configured, click on the Save button to create the role.

Create Role

Step 3: Assign role to staff

After creating a role, go to add a new staff member.
In the Role section, you will see your newly created custom role available for selection.

This ensures each staff member gets the appropriate access based on their role.

Assign Role to Staff

Step 4: Manage and use roles

Click on the Manage Roles button to view and manage all roles. You can Delete roles that are no longer needed.

You can also add predefined roles by clicking on the Default Roles button. This helps you quickly set up and maintain role-based access in your system.

Manage Roles

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.