Roles & Permissions
Go to Settings → Roles & Permissions (requires the roles.manage capability) to manage staff roles and access.
Built-in Presets
Get started quickly by cloning a preset, then customizing it:
- Admin — full company access
- Finance — billing & payments
- Technician — network & field tickets
- Customer Service — clients & tickets
Built-in presets are read-only; clone one first to create a custom role.
Access Matrix
Access is set per module with two levels:
- View — open & read the module’s data
- Manage — add/edit/delete (automatically includes View)
Modules are grouped by domain: Technical, Finance, and General.
An account has one role. Effective access = the company’s feature subscription ∩ the role’s capabilities — turning off a feature hides it for every role, regardless of capabilities.