Overview
Employees within your directory can be given access to the system, which is controlled by Roles and Permissions. These concepts define how users access and interact with the dashboard and workplace items. Roles are collections of permissions assigned to users or groups, while permissions are the actions that users can perform.
Account Access refers to giving an employee access to login into the system. Employees must have an email address attached to be given Account Access. It ensures that only authorised users can enter the system and perform tasks based on their roles and permissions.
Please note: Employees must have an email address entered to have access enabled
How to Add a New Role
To add a new employee role to the system, follow the steps below:
On the dashboard, navigate to the side menu and select Site
Select Roles & Permissions
Click New Role in the right hand corner
Enter the role details and clone the required permissions
Click Create Role
How to Enable/Disable Permissions
To add or remove permissions from a role, follow the steps below:
On the dashboard, navigate to the side menu and select Site
Select Roles & Permissions
Click the desired role
Scroll to the required permission and toggle between Enabled/Disabled
How to Edit a Role Name
To edit the name of a role, follow the steps below:
On the dashboard, navigate to the side menu and select Site
Select Roles & Permissions
Click the desired role
Click the Edit Pencil next to the role name
Make your changes and click the Tick to save
Please note: Admin & Employee roles cannot be edited