Managing Roles
A role is a pre-set permission(s) that has been assigned a name (such as ‘Sales and Marketing') and is saved for use when creating new manager accounts.
Below is an example of the ‘HR’ and ‘Sales and Marketing’ pre-set roles. You can use the Voucherstore pre-set roles or create roles for each user.
Creating a role
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To create a role, click SETTINGS > MANAGE USERS > ROLES from the left hand navigation.
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You will now see a list of all the current roles (which you can edit) and the option to [Create Role], click this button.
In the example below, we will create a new role for ‘Bar Staff’ that will allow this user type to view an order and redeem an order.
Note: View orders must always be ticked to allow a user type to redeem a voucher.
Once saved, you will be able to use this new role when creating additional ‘Bar Staff’ accounts.