13. Roles & Permission

Learn how to set up staff and define their permissions in this guide.

Step 1: Click on the settings option.

Step 2: Navigate to the left side of the menu to find the staff options.

Step 3: Here, create multiple staff accounts.

Step 4: Fill in the basic information to create these staff accounts.

Step 5: After Staff account basic details, select from a list of predefined roles under the Role sections.

Step 6: After selecting a role, view the permissions assigned to that role.

This gives an understanding of the rules associated with each role.

Step 7: Once a staff account is created, the staff member will receive an email to set their password.

The staff member then logs into the admin panel using their credentials.

Defining Permissions

Step 1: If wishing to define the permissions of a particular role, navigate to the permissions screen.

Step 2: Select a role from the list of predefined roles.

Step 3: By clicking on the edit option, set up the permissions for that role.

Step 4: Decide which permissions will be available for that role and whether the role will be able to manage or only view the data.

If management is allowed, the role will be able to add and delete data. If only view permissions are granted, the role will only be able to view the data.

Step 5: After setting the permissions, click on the submit option.

Once submitted, the permissions will be applied to the selected role. This allows the creation of different types of staff like admins, read-only managers, and managers, and assigns system access in various ways. This is how to set up staff and define their permissions.