Roles are job titles. They house the permissions that allow the employee to do or not do different things. The permissions are broken up by FOH and BO and are what allows each employee to do anything in the system. This section lists all of the roles, description, groups, last updated and Delete. To create a new role, which is something the customer and Support can do, select new:
Inside an already existing role, there is a button labeled Staff that will show all of the staff that have that role assigned to them. All of these, both the customer and Support can see. The rest is only available for Support. Only Support has the ability to add permissions to roles. First Support has the ability to send an exact copy of a role from one customer to another. This will transfer the role and all of its permissions.
Next, Support can copy the exact permissions from any other role into the profile that is open. Then permissions can be added to the roles individually. All three of these are via dropdown menus. Under the dropdown menus is the list of permissions that are assigned to the role.
To remove the permission, select the big, blue “X” in front of the permission. In certain situations it is pointless to have similar roles. IE: Auditor and Back Office. Both roles can view everything in BO, but that is all an Auditor can do. If the employee is desired to have the ability to change things in BO, they only need have the Back Office role, not both.