Roles

The Role feature helps you manage user permissions in the system. Roles decide what a user can see and do. For example, you might have roles like Admin, Manager, or Staff, each with different levels of access.

When you open the Role sections, you will see a table that lists all the roles already created. The table shows the role name,type, when it was created, and quick actions you can take.

To add a new role, click the “Add” button. A form will pop up where you can fill in the role details. The form also includes permission management, where you decide what the role is allowed to do. This way, you can create a role that fits exactly what a user needs—nothing more, nothing less.

To see the details of a specific role, click on its name in the table. This opens a details sheet, where you can review all the information about that role. On the sheet, you will also find an “Edit” button that allows you to update the role or change its permissions whenever needed.

Example: Imagine you run a franchise and want only managers to see financial reports, but staff should only see customer details. You can create a Manager role with permission to view reports, and a Staff role with limited access. If later you want staff to also manage appointments, just open the role’s details sheet, click Edit, and add that permission.