MS-5.2: Staff Roles


Admin may need its support staff to assist in managing the administrative tasks, but at the same time wants a way to offer controlled access to the staff members, staff roles with integrated access control list would help the admin to setup staff groups that later will be used to add admin staff accounts. Here is how you setup admin staff roles?


Navigate to Add Staff Roles

Admin Main Navigation->Setup->Setup Staff Roles


Role Details 

Role Name (Mandatory)

Put forward an appropriate name for the staff role in this field. A descriptive name according to the tasks that staff members in certain staff role will perform, would help the admin to later add user accounts in it, i.e. Account Managers.  The field label is marked with an asterisk which shows that the field is mandatory to fill in order to complete the process.

Access Control List

On the right side of your screen, you will see list of all possible administrative tasks that can be performed to manage the workflow of the application. Tasks are well arranged as per the sequence of the admin navigational elements. To the specific tasks that you want to allow the users in the particular staff role to perform, tick the checkboxes along with the tasks listed under Admin Role Permissions. And to restrict the users of this staff role to access particular areas or perform specific features, keep the checkboxes unchecked.


Saving Staff Role

As previously mentioned, you have been offered couple of options to save any process or to cancel it. This behavior repeats throughout the application, therefore the content may repeat for it as well. Upon completing your preferences of the new staff role, choose one of the appropriate options to proceed.

Save & Exit

Clicking on this option will save the details/preferences, and get you out of the process you were at. Following message will appear on your screen upon saving the contact details successfully.

Record has successfully been saved.

Save & Add Another

This option will save the current details/preference, and will automatically reopen the same page/process with fresh fields/preferences to continue the process with new entry.


Get out of the process without saving details/preferences.


Image#MS-5.2.1: Setting up Staff Role/ Access Control List


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