Assigning Roles to Users
- 09 Mar 2022
- 1 Minute to read
- DarkLight
Assigning Roles to Users
- Updated on 09 Mar 2022
- 1 Minute to read
- DarkLight
Article summary
Did you find this summary helpful?
Thank you for your feedback
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.
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
You can do the same via the Access tab for admin users that you create directly from your Users list.
Was this article helpful?