Assigning Roles to Users
  • 09 Mar 2022
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Assigning Roles to Users

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Once you've created at least one user role, you can start assigning roles to any new or existing user.

Any user with one or more assigned roles automatically becomes an admin who can access the Admin Panel.

Existing Users

You can assign one or more roles to any user in your Users list. You add roles to the user by clicking on their record and then the Access tab. From there you can assign one or more roles to the user.

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Assigning one or more roles to a customer user automatically makes them admins and grants them access to the Admin Panel based on the selected roles.

New Users

You can easily assign one role to any new admin user you create via the Member of staff template available via Operations > Members and Contacts on the Admin Panel.

Simply select the relevant role as you create the account through the template

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You can do the same via the Access tab for admin users that you create directly from your Users list.

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