Reference
Staff roles
Give each person their own account, with the lowest role that fits their job.
Add a staff member
- Open Settings > Staff Users.
- Add the person and choose their role.
Your account starts with inactive Sample staff accounts. Edit one to reuse it, or delete them.
Roles
| Role | For | Can do |
|---|---|---|
| SuperAdmin | The owner | Everything, including managing administrators |
| Admin | Managers | Daily work: customers, plans, routers, tickets, vouchers and reports |
| Report | A bookkeeper or investor | Read-only access to reporting |
| Sales | Front desk | Add customers and sell plans |
| Technician | Field staff | Their own assigned tickets and the route planner |
| Agent | Resellers | Sell to their own customers from their wallet |