Roles & permissions

Access to the panel works in two layers: staff accounts (who can log in) and roles (what each of them can do).

Staff and roles

• A staff account is one person’s login. You manage these under Staff List.
• A role is a named bundle of permissions — one permission per menu screen. You manage these under Roles.
• Each staff account is assigned one role. That role decides which menu items appear for them and which they can’t reach.

So if a staff member “can’t see” a screen, the fix is almost always to give their role that screen’s permission (or move them to a role that has it).

How permissions map to the menu

Every screen in the panel corresponds to exactly one permission. Turning a permission on for a role makes that screen appear in the menu for everyone with that role; turning it off hides it. There’s no partial access to a screen — a role either has it or doesn’t.

Typical roles

Most brands run with a small set of roles, for example:

• Owner — full access, including Staff and Roles themselves. Keep the number of owners small.
• Finance / Cashier — Transaction approvals and payment setup, plus reports.
• Marketing — Bonus & Rewards and the Website (CMS) screens.
• Support — Player List and read-oriented screens.

These are just starting points. You define your own roles and pick exactly which screens each one includes.

Caution

The Roles and Staff List screens are themselves permission-controlled. Only give those to people you trust to manage access — anyone who can edit roles can grant themselves anything.

A safe way to change access

1. Decide which screens the person needs.
2. Either edit their existing role (affects everyone on that role) or create a new role for their job.
3. Assign the role to their staff account.
4. Ask them to log out and back in so the menu refreshes.

Next: Your first week.