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Roles, Permissions, & Users

Last Update 8 months ago

Creating Roles Inviting Users Setting up Permissions

Creating Roles

Tyler Garcia

Last Update 8 months ago

Roles define the hierarchy and permissions for users in your organization.


Steps:
  1. Navigate to Roles & Permissions on the sidebar
  2. Click Create Role.
  3. Fill in the Role details:
    • Role Name: e.g., "General Manager", "Shift Lead".
    • Description: Optional
    • Hierarchy Level (0-100): This defines reporting structure. Higher levels manage lower levels.
      • 0-39: Standard Staff
      • 40-79: Management
      • 80+: Admin
  4. Select Permissions: Check the boxes for the permissions this role needs (see "How to Setup Permissions" for details).
  5. Click Create Role.

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