On the left-hand side menu, click on More and select Roles.
The systemic roles can be used (Business, Employee, Concierge, Agent, Read-Only).
For more information about the permissions of each systemic role, click here.
Otherwise, customized roles can be created with specific permissions that can then be assigned to a User.
To create a new role, proceed to the top right-hand side of the page and click on NEW ROLE.
In the pop-up window that appears, complete the required fields.
Name: Insert the “Name” of the Role (e.g., F&B Manager, Spa Department).
Description: Insert the “Description” of the Role (Not Mandatory).
Then, select which sections and actions will be included in the Role.
To do so, select for each section the actions that the user is allowed to undertake:
List: User can access the list of items of the specific section.
View: User can view the items of the specific section from the “Preview” button.
Create: User can create a new item in the specific section.
Edit: User can edit an item of the specific section.
Delete: User can delete an item from the specific section.
Click on SAVE once done.