Roles

Each employee can be assigned a role that defines which functions and sections they can access.

In this tab, you can:

— create a new role — for example, Operator, Delivery staff, or Rental manager

— configure permissions — specify which sections are accessible and what actions can be performed there

— edit or delete existing roles

1. In the Roles tab, click Add role

2. In the new window, enter:

• Role name (for example, Rental manager)

• Сhoose which sections will be accessible and what level of access applies:

— full access

— view only

— no access

3. Click Save

The new role will appear in the list and become available when adding employees.

In the list of roles, you can see:

• The role name

• The number of assigned permissions

• The number of employees with this role

To manage a role, click the three dots next to it and select an action from the menu:

• Edit — open the role card and update its permissions. If you change a role’s permissions, they will automatically update for all employees who have that role assigned.

• Delete — remove the role if it’s no longer needed. After deletion, employees who had this role will no longer have an assigned role.

Master is the first role automatically created when the account is registered.

The Master role has the following restrictions:

— it cannot be deleted

— its access permissions cannot be modified

This role always has full system access and serves as the primary role of the account owner.