In this article: |
How to create a staff role
Before you invite your staff members to use the app, make sure to allocate certain permissions to different staff roles. When a role is deactivated, the user is logged out from all devices, and they can no longer log in. This is to help ensure that only the right people have access to data on the platform.
To create a Role:
Click on Settings in your sidebar
Next, click on Staff
Click on Roles and permissions
Scroll down to Add new role
Here, you can name the role and then assign the permissions you'd like to assign to that title
Once you're happy, click Save new role
An overview of permissions
To ensure everyone only has access to the information and settings they need, the app has a thorough list of Permissions for the Roles in your setting. To get an overview of all permissions in Famly, visit the link below:
Edit staff permissions
You can give a member of staff more or fewer permissions. To find out how to do this, follow the instructions at the link below: