Roles
In any organization a manager holds the role of an Admin. This individual plays a pivotal role in overseeing various aspects of the system. As an Admin, the manager typically has the authority to manage user accounts, assign roles and permissions to staff members, access and analyze data analytics, monitor guest interactions, and ensure that the system operates smoothly to enhance the guest experience.
How To Add Roles
Follow these steps to create a Role within your organization for different employees with specific authorization that you want them to have. You can easily change this access anytime.
Go to "Settings -> Roles".
Click on the "+New" button.
A pop-up appears, enter the name for the "Role" you are about to assign.
The role is created and can be viewed in the Roles list view.
Click on the Role you just created, you will be redirected to a page where you can allow access to each entity(Account, Contact, etc.,).
You can select/deselect "Read, Write, Delete, All Or None" to each entity and click on Save.
You have successfully created a "Role" with required access levels.