Roles and Permissions

DoTimely allows you to create custom roles which are a set of permissions for the user to access the system. By default three roles are created:

Owner: This is the role for the user who created the account

Staff: Any new staff member that is added to the system will be assigned to the staff role

Customer: All the cutomers created will be assigned to this role

You can create your own roles for staff members with custom defined permissions. To access the roles select the Settings menu item from the left and navigation menu and select the Roles sub menu item.

You will be taken to the list of the current roles for your company. From here you can edit the current roles or create new ones.