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Give your team access

Give someone access to the panel with a tailor-made role. It takes about 10 minutes.

Before you start
  • Permissions: Roles and Creating new role; Users and Creating new user.
  • To send the activation email you need SMTP email configured in Settings.

1. Create the role​

Go to Administration › Roles and click Create new role.

  1. Enter the Role name, for example Customer support.
  2. Open the Permissions tab and tick only what is needed. To give access to an action, also tick the permission for its screen.
  3. Save.

Permission tree of a role

tip

Give each person the minimum they need. You can extend it later.

2. Create the user​

Go to Administration › Users and click Create new user.

  1. Under User information, fill in Name, Surname, Email address and User name.
  2. Tick Set random password. and Should change password on next login.
  3. Tick Send activation email.
  4. On the Roles tab, tick the role you created.
  5. Save.

Form to create a user with their details, password and roles

3. Adjust one-off cases​

If a single person needs an extra permission, use Actions › Permissions on their row. Reset special permissions leaves only those from their roles again.

If the person is locked out after failed attempts, use Actions › Unlock.

Check that it works​

  1. Ask the person to sign in with their user name.
  2. They should see only the menu for their role.
  3. You can see it yourself with Actions › Log in as this user. It is recorded in the audit log.

Next steps​