Assign Roles & Permissions to Staff Users

Assign Roles & Permissions to Staff

This feature allows you to assign predefined roles and customize individual permissions for each staff member. It ensures the right level of access while maintaining flexibility and control.

Navigation Path

Settings → Staff → Staff List

Step-by-Step Guide

1. Open Assign Role Popup

• Go to Staff List under Settings.

• Locate the staff member.

• Click on the Lock icon under Access Control. (See screenshot)

• The Assign Role popup will open.

2. Select Role for Staff

• In the popup, click on Select Roles dropdown. (See screenshot)

• Choose the required role (e.g., Sales Manager, Manager).

• You can also click Create New Role if needed.

3. Review Assigned Permissions

• Once a role is selected, its permissions will be displayed below. (See screenshot)

• You can view:

  • Enabled permissions

  • Access level

  • Assigned source (Role name)

? This helps you understand what access the staff will receive.

4. Assign Role to Staff

• Click Save after selecting the role.

• The role will now be assigned to the staff.

Result:

• The staff will have access based only on the assigned role. (See screenshot)

Note: Shown only the Limited  Modules based on the access level.

5. Assign Role Only (No Individual Permissions)

• If only a role is assigned:

  • The staff will inherit all permissions from that role.

  • The Staff List will show “1 Role” under the Role column. (See screenshot)

6. Add Individual Permissions 

• In the Assign Role popup, you can additionally enable/disable specific permissions.

• These are called Individual Permissions. (See screenshot)

? This is useful when:

• A staff needs slightly more or less access than their role provides

• The Staff List will display:
   “Individual Permissions” (See screenshot)

7. Assign Role + Individual Permissions

• Select a role and adjust required permissions.

• Click Save.

Result:

• The staff will have:

  • Role-based permissions

  • Plus customized individual permissions

• The Staff List will display:
   “1 Role + Individual Permissions” (See screenshot)

8. View Assigned Access Details

• Open the Assign Role popup again.

• You can see:

  • Which permissions come from the role

  • Which are assigned individually

  • Clearly labeled under Assigned By column (See screenshot)

Use Cases

• Assign a Manager role with full access to senior staff

• Give limited access to receptionists

• Provide extra permissions to specific staff without changing the role

• Handle exceptions without creating multiple roles

Benefits

• Flexible Access Control – Combine roles with custom permissions

• Improved Security – Restrict or grant access as needed

• Operational Efficiency – Avoid creating too many roles