Title here
Summary here
Workflows For Configuring Staff & Roles
For experienced users who need a fast reference.
Quick Steps: Set Up Staff & Roles
Go to HQ → Staff
Video Coming Soon
Click Here For Workflow
- Go to HQ → Staff → Roles and create or review roles.
- Go to HQ → Staff → Staff and select + Add Staff.
- Enter staff details (code, name, PIN, password), then switch Enabled on.
- Open the staff record → Permissions, then choose a Role.
- Use Bulk Edit for quick updates across multiple staff.
Quick Reference
Where to configure staff vs roles
| If you want to… | Go to | Why |
|---|---|---|
| Create, enable/disable, or update staff details | HQ → Staff → Staff | Staff records live in the Staff list and staff detail view. |
| Create or change permission sets | HQ → Staff → Roles | Roles control what features a user can access. |
| Assign a role to a staff member | HQ → Staff → Staff → open staff record → Permissions | Role assignment happens on the staff record. |