Roles: what they are and how to create one

The three role types

1. 01
   Open it

   In the side menu, open Administration, click Roles & Permissions, then the Roles tab.

2. 02
   Admin

   Full control of the portal, including setup and configuration, like booking setup, invoice settings and features. For the management team. Admins don't run shops.

3. 03
   Operator

   Like an admin for day-to-day work, without changing any configuration. Operators handle what's ticked on their role, like requests, bookings, delivery and shops.

4. 04
   Security

   For gate and security staff: checking in visitors, residents and bookings.

5. 05
   Alay's roles

   Alay Living has All Admin, Security and Operator, plus Delivery Operator: an Operator-type role named after its job, with only Delivery ticked.

Create a role

1. 06
   Add

   Need a role that doesn't exist yet, like a front desk role? On the Roles tab, click Add.

2. 07
   Name

   Name it after the job, like Front Desk or Delivery Operator. The name is just a label; the type and features decide what it can do.

3. 08
   Type

   Choose Admin, Security or Operator. The type decides which features you can pick.

4. 09
   Location

   Keep Global, like the other Alay Living roles.

5. 10
   Save

   Click Save. The role opens so you can choose its features.

Choose what it can do

1. 11
   Open it

   To change an existing role, click the arrow at the end of its row.

2. 12
   Features

   A tick means people with this role can use that feature. Here, Alay's Operator role has Delivery.

3. 13
   Be careful

   Each tick saves straight away. There's no Save button, so only click when you mean to change the role.

4. 14
   Assignments

   The Assignments tab lists who has this role.