Roles and Permissions

Modified on Sat, 23 Dec, 2023 at 10:16 PM

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 customers created will be assigned to this role

 

How to navigate: Settings > Business (Roles)


You can create your own roles for staff members with custom defined permissions. 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.



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article