Welcome to the Clientele App user guide for managing staff members. In this guide, we will lead you through the seamless process of adding and managing your team members within the Clientele App while ensuring that they have the appropriate permissions for their roles.
The Staff Member role is intended for individuals within the business who engage with clients and collaborate with other team members.
The Clientele App provides precise control over user functionality by offering customizable roles and permissions. This allows you to fine-tune feature access to align with specific job requirements. Should you need to apply a distinct set of permissions to a team member, you can achieve this by either creating a new custom role or by directly assigning specific permissions to individual team members.
Let's get started with the Clientele App's user creation process, allowing your colleagues to join and and actively participate in your organization's activities.
By default, only members with the Admin role have the permissions to add team members. If necessary, permissions can be granted to other roles or individual team members.
- Navigate to Administration: Navigate to the "Administration" section in the left-side navigation bar. Head to the "Users" page by clicking on the "Users" section under the "Identity management". This will give a result page through which we can add new users.
- Navigate to "+ New user" icon: After clicking on "+ New user" a form modal will pop up, asking for some basic information under the "User information" tab to create a new user. So accordingly fill in all the required information.
- Navigate to "Roles" and "Organization units" tab: Now after navigating to the "Roles" section you need to select what kind of role you want to assign to a newly added user. Accordingly, assign that role and jump to the next section i.e. "Organization units". Select the option under the popup and hit the save icon. After saving the new staff member, share their username and password with them.