Getting Started 4/6 — Add Your Staff and Set Their Permissions

Add an employee in two steps: their info and branch access, then fine-grained permissions switch by switch — or one click via ready-made roles. Each employee sees only what you allow.

🚀 Getting Started Series — Part 4 of 6  ·  Stage: Setup  ·  Full series index

What you will learn

  • Adding an employee with their details and login.
  • Scoping access: all branches or specific ones.
  • Setting permissions via ready roles or fine-grained switches.

Step 1: Open the staff list

From the “Customers” menu open “Staff” — the list shows your employees with names, phones and emails; the actions buttons edit any employee's details or permissions later.

The staff list with names, phones, emails and action buttons

Step 2: Basic info and branch access

  • Full name, WhatsApp number (their login), email and password.
  • Branch access: pick “all branches” for supervisors, or “specific branches only” for single-site staff — they won't see other branches' cars and contracts.

Add employee — step 1: basic info and branch access (all branches or specific ones)

Step 3: Permissions

Step two shows permission groups as cards — contracts, cars, customers, finance, reports and more — each with fine-grained switches (create contracts, confirm bookings, delete contracts…).

  • Quick start with roles: “Manager role” selects everything, “read-only role” grants view/list permissions only, and “reset role” clears the selection.
  • Fine-tuning: use per-group “select all”, flip individual switches, or find any permission by name via the search box.

The permissions step: ready roles, search, and permission groups with fine-grained switches

Golden rule: least privilege

  • Front-desk staff: create contracts, handover and return — without contract deletion or discounts.
  • Accountant: finance and reports — without editing cars.
  • Sensitive permissions like “contract discount” and “delete contracts”: supervisors only.

Everything staff do is recorded in the staff activity log — who did what, and when.

Common mistakes

  • Giving everyone the manager role for convenience: it opens deletion, discounts and financial reports to all staff. Scope precisely from day one.
  • One shared account for several employees: ruins the activity log — create a named account per person.
  • Overlooking branch access: an “all branches” employee sees everything — make sure it's intentional.

⬅ Next in the series: Part 5: Set Up Your Cash Boxes and Bank Accounts

Previous: Part 3 — Create Your Branches  ·  Series index