In this article:
It is only possible to edit staff roles in the Essentials or Premium packages- see more about Pricing
Creating a New 'Role'
To create a new role for staff members, follow the instructions at the link below:
Edit Staff Permissions
You can give a member of staff more or fewer permissions in two ways. You'll need the 'Manage logins for staff' permission enabled:
Change a member of staff's 'Role' in the app
To change a member of staff's 'Role':
From the staff member's profile, click on the button next to 'Log in' in the 'Basic Info' section. This button will say 'Role: [their current role]'
A pop-up will appear (as below) where you can choose a new role for the member of staff
Click 'Save changes' when you've finished
Change the 'Permissions' of a 'Role'
It may be that you do not want to give a member of staff a new role, but just change the permissions of their current one. To do this:
Log in and click on the 'Get Started' icon
Next, click on 'Staff'
In this section, you have three tabs. Click on 'Compare permissions'
Now you have access to all of the roles in your setting, and you can see who has which permissions.
Use the tick boxes to add (or remove) permissions from a 'Role'
Click 'Save Permissions'
Please note: This will affect every member of staff with that 'Role'
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