Users, Permissions & Assignments (Admin)

Creating Users

To add a new staff member to the portal:

1. Go to Settings → Users → Add User.
2. Enter their name, email address, and username.
3. Select their role (see Permission Presets below).
4. Click Create — they'll receive an invitation email with a link to set their password.

[Screenshot: create user form]

Permission Presets

The portal includes four built-in permission presets for quick setup:

Preset	What They Can Do
Team Lead	View and manage tasks, documents, and tickets for assigned clients. Cannot access billing or system settings.
Finance	Full access to billing, invoices, and service management. Limited access to compliance tasks.
HR	Full access to leave management and staff records. Cannot access client billing.
Full Manager	All permissions across the portal including user management, billing, and system settings.

You can also create custom permission sets if the presets don't fit your needs — contact your system administrator.

Staff-Client Assignments

Assigning a staff member to a client gives them access to that client's tasks, documents, and tickets.

1. Go to Settings → Assignments.
2. Find the staff member and click Manage Assignments.
3. Select the clients to assign them to and click Save.

Alternatively, assign from the client's detail page under Assigned Staff.

Bulk Assignment Workflow

When onboarding multiple clients at once, use the Bulk Assignment tool:

1. Go to Settings → Assignments → Bulk Assign.
2. Select one or more staff members.
3. Select one or more clients.
4. Click Assign — all selected combinations are saved in one action.

TIP

Review assignments regularly. When a staff member goes on leave or changes roles, update their assignments so client tickets still get routed correctly.