Staff & Role Management

Manage admin staff profiles, account details, and assigned roles. Control access by assigning capabilities to each role based on required permissions.

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Required Permissions

• Required Permissions : Access control
  • • admin.Staff.view : View existing staff
  • • admin.Staff.create : Add new staff
  • • admin.Staff.edit : Update staff profiles
  • • admin.Staff.delete : Remove staff from platform
  • • admin.roles.view : View defined roles
  • • admin.roles.create : Create new role types
  • • admin.roles.edit : Edit permissions for each role

Viewing the Staff List

Location: Tenant Panel → Setup → Staff → Staff List

• Staff List Columns : What each column shows
  • • SR.NO : Order in list
  • • Name : Staff profile name
  • • Phone : Contact number (optional)
  • • Email : Primary contact and login credential
  • • Active Status : On/Off toggle to enable/disable login
  • • Created At : When the user was added

Search & Filter Options: Search by Name or Email, Filter by Role/Status/Department, Sort by Created At.

Creating a New Staff Member

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• Creating a New Staff Member : Form fields
  • • First & Last Name : User full name
  • • Email : Required login and notification email
  • • Phone : Optional internal contact
  • • Password : Initial login password
  • • Default Language : UI language preference
  • • Country / Address : Location for contact records
  • • Role : Assign access based on predefined roles
  • • Profile Image : Avatar for the staff member (JPG/PNG, max 5MB)
  • • Send Welcome Mail : Toggle to send automated welcome email
  • • Verified User : Marks email as verified to skip future verification

Click Add to save the staff profile.

Admin User Profile Details

• Profile Details : Editable elements
  • • Personal Information : Name, Email, Language
  • • Profile Picture : Upload feature
  • • Password Management : Update and confirm new passwords
  • • Email Settings : Welcome Email Toggle, Verified Status

Security Notes: Role changes take effect instantly. Email changes require confirmation. Password changes will force logout.

Billing Information

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• Billing Information : Invoice details
  • • Billing Name : Name to appear on invoices
  • • Billing Email : Email to receive billing updates
  • • Billing Phone : Contact number
  • • Address : Street address + zip code
  • • City/State : Administrative region
  • • Country : Country of business operation

Click Save Changes to apply updates.

Role & Permission Management

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A complete table of roles with metadata: Role Name, Description, Staff Count, System Role, Created/Modified Dates.

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• Role Management : Create and assign roles
  • • Role Name : e.g., Admin, Support, Billing
  • • Role Slug : System-friendly identifier (auto-generated)
  • • Description : Internal documentation for other admins
  • • Permissions : Choose access per feature (view, edit, delete...)
  • • Clone Role : Copy existing permissions to save time
  • • Default Role : Auto-assigned to newly created users
  • • System Role : Protect from deletion or editing

Editing Permissions

Each role can be assigned detailed permissions across various feature modules:

• Permission Modules : Feature access control
  • • Activity Log : View, Delete
  • • AI Prompt : Create, Edit, Delete, View
  • • Campaigns : Create, Edit, Delete, Show Campaign, View
  • • Canned Reply : Create, Edit, Delete, View
  • • Chat : Read only, View, Delete
  • • Connect Account : Connect, Disconnect, View

Assign permissions using checkboxes when editing roles.