Creating Back Office user roles

Access permissions for your back office, are set by allocating roles to users.

You can set up new roles by clicking on Staff & Roles, and then the Roles button on the left hand navigation bar in the back office.

To create a new role, click the CREATE A NEW ROLE button.

Give the new role a name e.g. Manager and select new level if you want them to have different permissions to the admin role.

The levels are a hierarchy where the higher the number, the lower the role is in the hierarchy. A user with a role at level 2 will be able to give new permissions to a role at level 3 but not to another level 2 user or to a level 1 user.

In practice this means if you set your users up to be a level below your admin role, the users will not be able to give themselves or other users permissions that they shouldn't have.

You can then go through and select which modules and functions you would like the new role to have access to. 

If it is not clear which modules and functions relate to the duties you need the new role to perform you can email support@tabology.com for further explanation of these, or for us to set up the role for you.

Once you have set up your new role hit "Done". You will see your new role in the list and can now select Staff from the left hand navigation bar to add your new user.