In Pabau, customizing staff permissions ensures that your team members have the right access levels within the system. While permissions can be initially set up during user creation, this article covers the process of editing them later on.
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. Click on the user you want to deactivate.
Step 2: Access User Permissions
Click on the user whose permissions you want to edit, then select "Permissions".
Step 3: Set Up Permissions
In the Permissions section, there are various permission categories, which correspond to the main features in Pabau. Click on each category to see the specific permissions it includes.
Hover over the question mark next to each permission to understand what actions it allows within the system.
Step 4: Assign a Role
Step 5: Save Changes
Once adjustments are made, click on "Save Changes" in the top right corner to apply and save the modified permissions.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
In addition, we suggest reading our Team 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.