How to assign permissions to staff members

Create roles and assign permissions

To create roles and assign permissions to your business Admin:  

  1. Login to your dashboard and click on settings from the Nav bar Menu
  2. At the top of the screen, tap on Team
  3. Tap on Roles to create a specific function 
  4. Tap on Invite team members to invite the admin to the role created
  5. The admin receives an email and accepts the invite
  6. Admin can now manage plans based on the number of permissions granted.

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