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How to Create and Modify Staff Role Access in Cloud Appointment Book
Managing employee access is a crucial part of maintaining control over your cloud appointment book. This guide walks you through the steps to create a new employee role and modify existing ones.
Creating a New Employee Role
- Navigate to Business Settings
- Open the Menu on the left side of the screen, go to Business Settings and select Roles and Permissions
- Create a New Role
- Press the New button at the bottom.
- Enter Role Details
- Provide a name for the new role.
- Set Permissions
- Scroll down to the Permissions section and expand each category.
- Toggle Yes or No to grant or restrict access as needed.
- Save the Role
- Once you’ve set the permissions, click Done to save the new role.
Modifying an Existing Role
- Select the Role
- From the Roles section, select the role you wish to modify.
- Adjust Permissions
- Click on Permissions and expand the categories you want to modify.
- Toggle Yes or No to adjust the access.
- Save Changes
- Once modifications are complete, click Done to save the changes.
This process allows you to customize employee roles easily, ensuring the right access levels for your team.