Overview
Roles and permissions control how employees access and use the Custr dashboard.
Roles are groups of permissions (e.g. Admin, Reception, Staff)
Permissions control what actions a user can perform
For example:
An Admin may have full access
A Reception user may only manage visitors
A Staff user may have limited visibility
Create a new role
To create a new role:
Go to Site → Roles & Permissions
Click New Role (top right)
Enter a role name
Choose an existing role to clone permissions from
Click Create Role
Edit Permissions
To enable or disable permissions for a role:
Go to Site → Roles & Permissions
Select the role
Scroll to the required permission
Toggle Enabled / Disabled
Changes take effect immediately for users assigned to that role.
Edit a Role Name
To rename a role:
Go to Site → Roles & Permissions
Select the role
Click the edit (pencil) icon
Enter the new name
Click the tick icon to save
Note: Default admin roles cannot be edited.
Common Questions
Why can’t a user see certain features?
This is controlled by their role and permissions.
Why do two users see different dashboards?
They are assigned different roles.
What happens when I change permissions?
Changes apply immediately to all users assigned to that role.
Important Notes
Employees must have an email address to access the dashboard
Permissions determine what users can view and do
Roles help standardise access across multiple users
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