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.

Some screens separate looking from changing. On those, the screen’s permission grants the view and a second checkbox nested under it grants permission to make changes — Whitelist IP, the deposit and withdrawal queues, Staff and Roles work this way, among others. The role editor shows the nested checkbox under the screen it belongs to, so the screens that split are the ones that have one.

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 - the Promotions & Rewards, CMS and Marketing screens.
• Support - the Support screens, 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.