Role

A Role in our system allows you to define a customized set of permissions tailored to your needs. It enables you to manage user access levels based on specific requirements.

Features of a Role:

• Role Name - Each role is identified by a unique name that describes its function.
• Set Permissions - You can configure permissions according to your requirements, including:
  • Full Access - Complete control over all features and data.
  • View - Ability to view content without making changes.
  • Create - Permission to add new content or records.
  • Edit - Capability to modify existing content or records.
  • Approve - Authority to review and approve content or actions.

These features allow for flexible and precise control over user access, ensuring that permissions align with individual needs and roles.

Team Members

Easily invite and manage your team members, such as managers and staff. Just enter their email addresses and select the appropriate roles using the Role Type. This helps you set permissions and define access levels for each team member according to their responsibilities.

Steps to Add Team Members

• Click "Add Member" - This action will open a sidebar.
• Invite Team Member - In the sidebar, fill out the following fields:
  • Name - Enter the member's name.
  • Email - Provide the member's email address.
  • Role Type - Select the appropriate role created in the Role Manager.