To add a new admin role with defined permissions. Navigate to the ‘Master Company Settings’ and click on the panel on the left ‘Roles & Permissions’.
A new role would be created to support unique job or responsibilities that aren’t fully covered by the default roles, ensuring the user has the appropriate access based on their specific duties.
To create a new role, click the blue [+ Add New Role] button. This will open a new window with the following fields:
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Admin Role: Enter a name for the new role.
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Role Category: Choose between “Local Team” (for on-site admin users such as supervisors) or “Corporate Team” (for higher-level users).
- Status: Set the role as either “Active” or “Inactive.”
Once all details are entered, click “Save” to finalize the changes. The new role will then appear under “Other Roles.”
To edit permissions, click the blue icon located in the Permissions column, ensuring it corresponds to the correct role. This will open the settings where you can assign permissions to that role.
