Summary
This guide will walk you through the process of creating a user role in your system. User roles determine the level of access staff members have within the system, allowing you to tailor access based on specific job responsibilities. For instance, an Admin user might have full access to all modules, while a receptionist might only access the Front of House module
Step-by-Step guide
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From the home page, select the System Configuration module.
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In the System Configuration module, select the Security section.
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Click on ‘Create New Role’
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Complete the following fields to define the user role:
- Name: Enter a name for the user role (e.g., Manager, Duty Manager, Receptionist).
- Description: Provide a brief description of the role and its responsibilities.
- Modules Role Has Access To: Select the specific modules this role can access. If you want the role to have access to all modules, leave this field blank. Otherwise, add modules individually as needed.
- Click on Create.
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Set Specific Permissions per Module (Optional)
- After creating the user role, you can fine-tune the access level for each module. For example, you might want a receptionist to access the Front of House module but restrict their ability to process refunds.
- To configure these permissions, refer to our Configure Permissions per Module for a User Role article for detailed instructions.
Once you’ve created and configured the user role, you can assign it to staff members, ensuring they have the appropriate access levels to perform their duties effectively.