When adding new user profiles, it’s important to understand role-based permissions. Users can only create profiles with roles lower than their own. For example, a manager can't create another manager profile, they can only create profiles for deputy managers and roles beneath that level. This ensures proper access control and maintains system security.
Follow these steps to add a new user profile:
Click People, then click Add Profile.
Enter the user’s details.
Click Role, then select the appropriate role from the drop-down menu.
Under the Facility section, select the appropriate Facility checkbox to assign the user to the correct location.
🤓 Tip: Double-check the role and facility assignment before saving to avoid access issues.
Click Save.