Knowledgebase

Staff Management

Create additional administrators and assign them different roles to manage the administrative process.

Admin Roles

An "Admin Role" is a set of privileges that is created to assign required privileges to the administrators.

Menu Navigation: Setup - Staff Management - Admin Roles

Fields

Field Description
Role Name Friendly name of the Admin Role
Added On Date when the role was created
Actions Edit: Edit the admin role
Delete: Delete the admin role
 

Add Admin Role

Click on [+Add New] button to add a new admin role.

Fields:

Role Name Description
Role Name Friendly name of the admin role
Privileges Select from the privileges that you need to allow to this role
 

Administrators

Administrators are the staff members who have global access to privileged data.

Menu Navigation: Setup - Staff Management - Administrators

View the list of administrators here.

Fields:

Field Description
Admin Name Name of the administrator
Email Address Email Address of the Administrator
Role Associated administrator role
Added On Date when the administrator was added
Actions Edit: Edit the administrator
Delete: Delete the administrator

Add an Administrator:

Click on [+Add New] button to add an administrator.

Fields

Field Description
Admin Name Name of the administrator to be added
Email Address The email address of the administrator
Password The password of the administrator that will be used to sign in
Confirm Password Write the password again for confirmation
Admin Role Select the admin role to assign required privileges