User Access & Roles

This section explains how to manage team access within your application. The template includes a built-in system for adding new users, assigning them a role, and ensuring each staff member has access only to the features they need.


Adding a New User

Only users with admin privileges can create and manage staff accounts.

To add a new user:

  1. Go to the Settings page ( in the back office).

  2. Navigate to the Staff section.

  3. Click the "Add staff" button.

  4. Fill in all the fields:

Once the user has been added, they will not receive a password automatically. Instead, they should:

  • Visit the Login page.

  • Click on “Forgot Password”.

  • Enter their email address to create a password and activate their account.


Roles and Permissions

There are three predefined roles in the system:

🟠 Admin

  • Full access to the platform.

  • Can manage settings, staff, emails, bookings, and more.

  • Can create or delete users and change their roles.

🟢 Staff

  • Limited to operational views only.

  • Can manage bookings and customers.

  • Cannot access admin-only pages like configuration, staff, or sensitive system settings.

🔵 Demo

  • A restricted demo profile used to preview the template.

  • Cannot create, delete, or modify real data.

  • This role is useful for viewing the interface without affecting live content.


Custom Roles (Optional)

You can create additional user roles based on your needs. To do so:

  1. Go to the Option Set named UserStatus.

  2. Add new status values (e.g. Manager, Reception, Partner, etc.).

  3. Update visibility conditions in your front-end elements and workflows accordingly.

  4. Don’t forget to review your Privacy Rules to define what each role can read, modify, or delete in the database.

💡 Custom roles are powerful for scaling your internal team access logic or integrating external collaborators with limited permissions.

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