What are roles?
A role is a pre-configured set of privilege permissions that you can apply to a staff member when setting up or editing their account. Instead of configuring each privilege individually, selecting a role automatically populates all permissions to match the access level associated with that role — saving time and helping to ensure consistency across your team.
Roles are managed in settings, where they can be created, edited, and deleted to suit the needs of your organisation.
How roles work with privileges
When you apply a role to a staff member, their privilege permissions are updated to match the role’s configuration. If you select the role None, all permissions are set to No Access.
Roles are a starting point for permissions, not a fixed assignment. After applying a role to a staff member, you can still adjust individual privileges to fine-tune their access. These changes are saved to the staff member’s profile independently — they do not update the role itself.
Changes to a role do not automatically update the permissions of staff members who were previously assigned that role. If you need to reflect changes across staff, you will need to re-apply the updated role to each staff member individually.