This guide will walk you through creating admin roles and defining permissions in Clava.
1. Finding the Role Settings:
Navigate to Settings > Roles.
2. Adding a New Role:
Click the button "Add new+".
3. Setting Up the Role:
Title: Give your role a clear name, for example, "Head Office Admin."
Permissions: You have two options for assigning permissions:
Full Access: Grant access to all areas of the admin panel by clicking "Allow All Permissions as 'Full Access'."
Custom Permissions: Define specific permissions for more granular control. Here's how:
Each section of the admin panel has three permission levels:
No Access: Users won't see or interact with this section.
View Only Access: Users can see information but can't make changes.
Full Access: Users can see information and make changes.
Review each section and choose the appropriate permission level for your role.
4. Saving Your Role:
Once you've finished specifying permissions, click the "Save" button to create the role.
Additional Tips:
Start with the "Full Access" option if you're unsure about specific permissions. Then, gradually restrict access as needed.
Consider creating multiple roles with different permission levels to match different user needs within your business.
Review your roles regularly to ensure they reflect current user responsibilities.
