The new Role Management system makes it much easier to manage staff permissions across your business.
How to Create a Role
Go to Manage Staff.
Click Roles.
Select Create Staff Role.
Enter the Role Name (e.g., Manager, Receptionist, Accountant).
Enable or disable the required permissions.
Click Save.
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.
✅ Review Access After Permission Changes
Use the role settings to review the permissions assigned to staff, such as those in the Manager role.
After you modify the Manager role:
Check that the intended role is assigned to each relevant staff member.
Test access using an assigned staff account and review any difference with your administrator or Support.
✅ Saves Time
Roles help organize permissions for groups of staff. Review the assigned roles and test access after making changes.
✅ Consistent Access Control
Use roles to define the access required for each job. Verify the effective permissions of assigned staff, especially before granting access to client details, exports or financial reports.
✅ 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. | After updating a role, verify the effective access of assigned staff. |
Time-consuming and prone to errors. | Central role settings help organize and review permissions. |
Difficult to maintain across large teams. | Easy to manage for businesses of any size. |