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Creating and configuring roles

Define roles and permission matrices.

6 min read

  1. Step 1

    Create a role

    On the Roles tab, create a role and open Configure permissions. Grant only modules the job needs—Front desk, Bookings, Settings, Discounts, Key Cards, etc.

  2. Step 2

    Assign staff

    Map existing staff to roles from Staff or role detail screens. Changes take effect on the user’s next login or session refresh.