In this article, we'll walk you through the process of creating roles in Pabau. This enables you to establish customized sets of permissions specifically tailored to match the unique responsibilities of your team members.
Step 1: Navigate to the Team feature
Log in to your Pabau account, and in the left sidebar menu, go to Team, then click on the "Team" button. Next, click on the "Roles" tab in the left corner.
Step 2: Create a New Role
Click on the blue "New Role" button in the top right corner. Fill out the mandatory role name and, if needed, add an optional description.
Step 3: Set Permissions for the Role
After creating the role, set permissions by clicking on the checkboxes for desired categories.
Alternatively, click on a category to open a dropdown of individual permissions, allowing you to assign specific access levels.
For each permission adjustment, the system will prompt you to review the changes. Click on "Apply Changes" to confirm. The changes are saved and applied automatically.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
In addition, we suggest reading our Roles article for a more in-depth exploration of this topic.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.