How to adjust user roles and permissions

Open the admin panel

The admin panel opens the Organization Settings by default. Scroll down to Organization Roles and Permissions and pick the user role to edit.

Grant or deny the permissions as needed. Note that an empty check box means denied permission.

Click "Save changes" to save the edits or click "Discard" to cancel the operations.

Now, to change the user's assigned role. Navigate to Staff Management.

Search for the user from the search for staff field or locate the user from the list of staffs. Click on the pencil icon next to the identified user.

Scroll to the Role section to edit or view the user's assigned role. Note that you can quickly view the permissions for the selected role by clicking on the "View user's roles & permissions" hyperlink.

Click "Save changes" to save the edits or "Discard" to cancel the operation.