Roles & Permissions
Create custom roles and control exactly which modules each team member can see and use. This is what determines the sidebar each user sees.
Create custom roles and control exactly which modules each team member can see and use. This is what determines the sidebar each user sees.
Where to find it: Settings → Roles & Permissions
Create a restricted role
- Go to Settings → Roles & Permissions.
- Create a role and tick only the permissions it should have.
- Assign staff to the role — they immediately see only the modules they are allowed.
Tips & good to know
- Long-standing management roles (owner, admin, manager, coordinator) keep full access. Only new custom roles are restricted.