Control access using roles and permissions:

Accessing Roles:

  • Go to Settings → Roles
  • View all roles
  • See permissions for each role
  • Manage role assignments

Role Types:

  • Admin: Full system access
  • Manager: Team management and approvals
  • Staff: Basic user access
  • Custom Roles: Company-specific roles

Permissions:

  • Control feature access
  • Granular permission settings
  • Role-based access control
  • Custom permissions per role

Assigning Roles:

  • Assign roles to users
  • Users inherit role permissions
  • Can override with custom permissions
  • Review role assignments regularly

Best Practices:

  • Use standard roles when possible
  • Create custom roles only if needed
  • Review permissions regularly
  • Follow principle of least privilege