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Manage permission roles

Manage your team's permission roles to keep daily operations running smoothly.

Permission RolesOOwnerFull accessEditMManagerCalendar, Sales, ClientsEditRReceptionistCalendar, Clients onlyEditJJunior StaffCalendar onlyEdit

Edit a permission role

  1. From the main menu on the left of your screen, go to Settings.
  2. Click on the Team category to access permission settings.
  3. In the left menu panel, select Permission roles to view your created roles.
  4. Click Actions (three dots) next to the role, and select one of the following:
  5. Edit: update name, access areas, and team member allocation. Click Save to apply.
  6. Manage team members: add or remove team members. Tick checkboxes and click Save.
  7. Rename: update the role name and click Save.
  8. Duplicate: copy the role's name and permissions to quickly create a similar role for a higher responsibility level.

Delete a permission role

  1. From the main menu on the left of your screen, go to Settings.
  2. Click on the Team category to access permission settings.
  3. In the left menu panel, select Permission roles.
  4. Click Actions (three dots) next to the role and select Delete.
  5. Team members assigned to this role must be reassigned. Click the access level next to their name and choose a new role. If left as No access, they will no longer be able to access the workspace.
  6. Click Confirm to delete the role.
You cannot delete the default No Access and Owner permission roles.

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