What is a role?
A role is a pre-set permission(s) that has been assigned a name (such as ‘Marketing Manager) and is saved for use when creating new manager accounts.
Below is an example of picking role(s) when creating a new manager, instead of manually entering the permissions for them.
Creating a role
To create a role, you will first need to head over to the ‘Settings’ tab, then to ‘Manage Users’ and finally to ‘Roles’.
You will now see a list of all the current roles (which you can edit) and the option to ‘Create Role’, click on that button.
In this new page, I will create a new role for ‘Bar Staff’ that will allow them to view orders and then to be able to redeem them.
Note: View orders must be ticked in order for a person to be able to redeem a voucher as this is done through the orders page.
Once saved, you will be able to use this new role when creating new manager accounts.
To find out how to make a new manager, click here.