Customize the work areas of your staff—Operators (default), Accountants, Salespeople, Assistants, etc.—and assign appropriate access to each one.
- Register new roles if needed (default: Administrator, Operator, Client)
- Edit permissions for each role to grant or restrict access
In the left side menu, under the “Administration” section, click on “Users, Teams and Roles”. This will display a menu with several options. Click on “Roles” and a page will open with the list of registered roles.
To add new roles, click on “Register New Role” on the right side of the view. If you want to edit a role, click on “Edit”.
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