The Roles screen allows you to set up the different roles and permissions for each staff member. The default roles are Staff, Manager, Loyalty, and Kiosk, and each comes with default permissions.
Users with permissions can edit the permissions for the roles.
For more information on the permissions, see Permission Reference.
To add a role:
- Login to TRAY HQ with your credentials.
- Select SITES.
- From the left menu, select Roles.
The roles screen appears and the existing role displays.
- Select Add Roles.
The Add Role screen appears.
- In the Name field, enter the name for the role.
- In the Permissions field, from the drop-down menu, select the permissions for the new role.
- Select Save to add the role or select Cancel to discard the changes.
You have successfully added the new role.
To edit, click Edit against the role to modify permissions.