To manage staff access and control what each team member can do in the system, you first need to create roles and then assign them to staff accounts.’
How to create roles:
Go to the Staff section in your admin dashboard.
Click on the Roles tab.
Click Add Role to create as many roles as your organization needs (e.g., Receptionist, Manager, Supervisor).
Set permissions for each role:
When creating a role, you’ll see a list of permissions and access options.
Select which features this role should be able to use, such as:
Access to the Call Screen
Ability to read or manage counters
Access to reports, settings, appointment management, etc.