Staff roles and permissions

Where to click

Use these menu paths first, then complete the action from the screen you open.

Exact steps

1. Open Top header > Setup & Settings > Staff when you need to add or manage staff users.
2. Use Roles and Departments when you need to control access and organisational structure.
3. Use Custom Fields and Filters when you need extra field logic or filtered admin behaviour.
4. Save permission changes carefully and then test access with the affected user role.
5. Use role-based control instead of editing staff access inconsistently record by record.

What this feature does

• Roles have a dedicated admin controller and delete action.
• Departments include folder and test-connection support where relevant.
• Custom Fields and Filters are standalone admin configuration areas.
• The Real Estate module adds extra staff-specific admin actions such as approval-manager and approval-requirement toggles.
• Permissions sit at the heart of what each staff user sees in the menu.

What to do next

• After changing roles or permissions, log in as the affected role or test with that user to confirm menu visibility and workflow access.
• If the change affects Real Estate or Compliance workflows, review those modules immediately after changing the staff setup.

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