Branch roles
On the page Branch Roles you can see all available roles for branches with their permissions.
An employee has a set of assigned roles with different permissions:
Employees Access
Customers Access
To create/view a role for the branch employee go to tab Branch Roles.
To create a new role press the button Create role:
On the opened window Create custom role
you should fill in a role name, branch is pre-selected.
After pressing the button Create the role will be created and you can choose what permissions this role will have.
To add a role to the existing employee you can edit employee.
To create a new employee with a new role you can create a new employee where you will assign a new role to an employee.
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