Adding staff and granting permissions

Steps

1. 1

   Prepare the role first

   On the Roles page press “New role” and give it a name. In the permission matrix tick view, add, edit, delete and approve for each module.

2. 2

   Add the staff member

   On the Staff page press “Add staff”. Enter full name, ID number, phone, email, address and role.

3. 3

   Give a temporary password

   If the email is not registered in the system, you must enter a temporary password (at least 8 characters with letters, digits and a symbol). The person sets their own password on first login.

4. 4

   Save

   No invitation link is sent; you give the login details to the person yourself. If the email is already registered in the system, the person only receives an information email.

5. 5

   Deactivate when needed

   Deactivate a person who leaves instead of deleting them. Their access closes and their records stay in place.