Go to Admin
From the left navigation menu, click Admin.
This opens the Admin area where you can manage users, roles, logs, integrations, billing, configuration, and notifications.
Open the Roles Tab
At the top of the Admin page, click Roles.
The Roles page shows all available roles in your workspace.
You can view roles by:
All Roles
Active
Archived
You can also use the Filter field to search for a specific role.
Click Create Role
Click Create Role on the right side of the Roles page.
This opens the Create Role page.
Add Role Details
In the Details section, enter the role information.
Complete these fields:
Name: Enter the role name, such as Support Worker or Manager.
Description: Add a short description explaining what the role is for.
Use a clear name and description so administrators can easily understand who the role should be assigned.
Select Permissions
In the Permissions section, choose what users with this role can see and do in the system.
You can:
Use Filter permissions to search for a specific permission.
Expand or review permission groups, such as Admin - Users, Admin - Roles, Admin - Logs, and Admin - Integrations.
Tick the checkbox beside each permission you want to include.
The page shows how many permissions have been assigned, such as 0 of 109 permissions assigned.
Only select the permissions this role actually needs.
Assign Staff
In the Assigned Staff section, choose which staff members should receive this role.
You can:
Use the Search staff by name field
Review the staff list
Tick the checkbox beside each staff member you want to assign
The page shows how many staff members have been assigned to the role.
Create the Role
After adding the role details, selecting permissions, and assigning staff, click Create Role.
The role will be created and assigned to the selected staff members.
Permission changes take effect once the role is saved.
Important Notes
Roles control what users can see and do in the system.
Only assign permissions that are needed for the role.
Giving too many permissions may allow users to access areas they should not manage.
Staff can only use the permissions included in their assigned role.
The Create Role button may stay disabled until the required fields are completed.
Existing roles can be reviewed from the Roles page.
Archived roles can be viewed from the Archived tab.
Troubleshooting
If you cannot see the Admin menu:
Check that your account has admin access.
Ask an administrator to review your permissions.
If you cannot see the Roles tab:
You may not have permission to manage roles.
Ask an administrator to update your role access.
If the Create Role button is not visible:
Confirm that you are on the Roles tab.
Check whether your role allows creating new roles.
If the Create Role button is disabled:
Make sure the Name field is completed.
Add a role description, if required.
Select at least one permission, if required.
Assign staff members, if required by your setup.
If a staff member does not appear in the list:
Use the Search staff by name field.
Confirm the person has an active staff profile.
Check whether the person has already been assigned another role.
If the role was created with the wrong permissions:
Open the role from the Roles page.
Review the selected permissions.
Update the role and save the changes.