How to Configure permissions per module for a user role?

Summary

This guide will show you how to set up permission for the modules a staff member has access to based on their role. For example, you may want your receptionists to have access to the Front of House module but not to be able to process a refund for a customer without a manager present.

Each module permissions can be edited and granted or restricted accordingly.

 

Before we start, please make sure that you have created your User Roles first.

Video walkthrough

 

Step by step guide

  1. From the home page, go to the System Configuration module.

    System_Configuration.png

  2. Go to the Security sub module.

    Screenshot_2023-06-06_at_11.49.53.png

  3. Select the User Role you wish to configure and click on Edit.

    Screenshot_2023-06-06_at_11.51.04.png

  4. Click on the Module you want to configure under 'Configure permissions per module. For example, Front of House.

    Screenshot_2023-06-06_at_11.51.32.png

  5. Tick/Untick the permissions you wish to include/remove.

    Screenshot_2023-06-06_at_11.53.44.png

  6. Scroll to the bottom and click on 'Update'.

    Screenshot_2023-06-06_at_11.54.52.png

What is the next step?

Create a Staff User

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