Staff Roles

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Overview

Staff Roles are used to manage the level of access given to staff members.

Role Access Levels:

  • Full Access: Staff member can view and edit details on this page.
  • Read Only: Staff member can view details but not edit on this page.
  • No Access: Staff member can not view this page.

Adding a new Staff Role

To add a new staff Role:

Open Settings -> Staff lists -> Staff Roles

StaffRoles.png

Click "Add New Role" button

Enter Role Details

  • Name: (required) Name of staff role.
  • Description: A description of what the role is.


StaffRolesAddNew.png

When you hit save, a new staff role will be added with full access to everything.


Edit Role Access Levels

To edit role access levels

Open Settings -> Staff lists -> Staff Roles

Click the role on the first table you want to edit.

StaffRolesSelectRole.png

The current role access levels will appear in the second table. You should see the name of the role you are editing above the table.

StaffRolesAccessTable.png

Select what level of access you want to give this role by Selecting Full Access, Read only or No Access on each item.

Items With a + beside them can be clicked to expand and show sub items that can be changed to give even more control over what staff roles have access to.

StaffRoleAccessExpanded.png

Changing the access level of a main item will set all sub items access levels to the same level. A sub item cannot have a higher access level than their parent item.

Clicking "Update Role will save the new role access levels.


Example menu for a staff member with full access to the entire system:

StafffullAccessMenu.png

Example menu for a staff member with restricted access levels:

StaffTrainerAccessLevels.png