Team roles and permissions

What to do

1. 01

   Create or edit a role and select the required module/action permissions.

2. 02

   Create the relevant staff account and assign the correct role.

3. 03

   Confirm active status and use the staff login address.

4. 04

   Test access with that staff account, including a screen it should not access.

What you should see

Good to know

• Give each person their own account and only the access they need for their job.

Need help?

• Staff sees a button but action is denied? Check create/edit/delete permission, not just module access.
• Inactive account is blocked? Review its approved status before reactivation.

Next steps