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:
Go to the Settings page ( in the back office).
Navigate to the Staff section.
Click the "Add staff" button.
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:
Go to the Option Set named
UserStatus
.Add new status values (e.g.
Manager
,Reception
,Partner
, etc.).Update visibility conditions in your front-end elements and workflows accordingly.
Don’t forget to review your Privacy Rules to define what each role can read, modify, or delete in the database.

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