Setting Staff Roles and Permissions

Roles and permissions will help you control your staff members' access to sensitive data in your account.

Assigning Roles

To view and assign roles to staff members:
 

  • Step 1: In your Wolbix dashboard, select Settings > Staff to open your list of staff members.

  • Step 2: Hover over the staff member and click the  icon. Choose Staff settings from the drop-down.

  • Step 3: Switch to the Roles & Permissions tab.

  • Step 4: Choose a role from the dropdown. To learn more about each role, click here

Customize Roles

You can customize the Collaborator and User roles - these settings are applied per staff member, so you can edit each one individually.

To customize a role:

  1. In your staff list, edit the advanced staff settings of the staff member and switch to the Roles and Permissions tab.

  2. Depending on the role that the staff member has, you will be able to allow or limit:

    • Client permissions: access to client data

    • Manage clients: client data editing privileges

    • Client info: what parts of the client card are visible

    • Payments permissions: access to payments data and reports

    • Documents permissions: access to documents

Note: Documents in the My Documents section are only available to the staff member who uploaded them)

Still Have Questions? Contact us.