Always work in your own location. Choose it from the selector at the top left of the portal before you start. Each location manages its own records, so nothing should be added under Global.
Create the role
- 01Roles
Open Administration, click Roles & Permissions, then the Roles tab, and click Add.
- 02Role
Give it a clear name that starts with your location, like ALMALQA Front Desk.
- 03Type
Choose Admin, Security or Operator. The type decides which features you can pick from.
- 04Location
Keep Specific Location with your location selected. Don't use Global.
- 05Save
Check it over, then click Save.
Choose what it can do
- 06Features
The role opens after you save. Tick each feature it should have. Each tick saves straight away.
- 07Assignments
Click the Assignments tab when you're ready to add people.
Add people
- 08Assign
Click Assign, choose the person and save. Everyone with this role is listed here.
- 09Remove
To take the role away from someone, use the trash icon in their row.
Your role is ready
It's listed on the Roles tab with its type and location.
Next: Assign a role