🔒 Staff roles can be edited in our Premium and Professional packages. Learn more about pricing here
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:
Click on Settings in your sidebar
Next, click on Staff
From here, click on Compare roles
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'