Users & Roles

Use Users & Roles to manage staff access and role permissions.

View roles

1. Open the main menu.
2. Expand Settings.
3. Tap Users & Roles.
4. Select the Roles tab.
5. Review the role count.
6. Use the search bar to find a role.
7. Review each role name.
8. Check the role description.
9. Confirm whether the role is Active.
10. Use the edit icon to update editable roles.
11. Use the delete icon to delete removable roles.
12. Note that the default Admin role has full permissions and may not be editable.

Manage users

1. Open Users & Roles.
2. Select the Users tab.
3. Review the staff user list.
4. Add a user when a new staff member needs access.
5. Assign the correct role.
6. Save the user.
7. Edit or deactivate users when access changes.