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How to Create Staff Roles with the New Role Management System

Written by Julian

The new Role Management system makes it much easier to manage staff permissions across your business.

How to Create a Role

  1. Go to Manage Staff.

  2. Click Roles.

  3. Select Create Staff Role.

  4. Enter the Role Name (e.g., Manager, Receptionist, Accountant).

  5. Enable or disable the required permissions.

  6. Click Save.

  7. Assign the role to your staff members.


Benefits of the New Role Management

✅ Centralized Permission Management

Instead of assigning permissions individually to every staff member, you now create a role once and assign it to multiple employees.

✅ Automatic Permission Updates

Previously, if you changed the permissions for the Manager role, you had to manually update every manager one by one.

Now, when you modify the Manager role:

  • All staff members assigned to the Manager role are updated automatically.

  • No manual changes are required for each individual.

✅ Saves Time

Manage permissions for hundreds of employees in just a few clicks instead of updating each staff member separately.

✅ Consistent Access Control

Everyone assigned to the same role always has identical permissions, reducing mistakes and ensuring standardized access across your organization.

✅ Easy to Scale

As your team grows, simply assign an existing role to new employees instead of configuring permissions from scratch.


Before vs Now

Previous System

New Role Management

Permissions assigned individually to each staff member.

Permissions are assigned through roles.

Updating a role required editing every employee manually.

Updating a role automatically updates all assigned staff.

Time-consuming and prone to errors.

Fast, centralized, and consistent permission management.

Difficult to maintain across large teams.

Easy to manage for businesses of any size.

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