How to Create a Role for User

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This article will walk you through the process of setting up new user role and features. It might be relevant for you in the case you have an employee working on the system, and you want to limit their role inside the system.

To find out more on Role Permission Definitions and Terminology  please refer to this article

1. Login to your Myfrontdesk account and click on Manage (gear icon) on the top right corner of your screen

2. Go to Roles page under User Management tab

3. Now you may create a role for your account

1) Click on [+ADD] button

2) Add a Role Name

3) Add Role Description or note (optional)

4) Enable or disable any option you want, to restrict/enable user's access to specific functionality

 

All users with the 'Active' checkbox selected should be active users. If you want to remove user access, uncheck the 'Active' checkbox and that user will no longer be able to log into the system

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