Staff & Role Management

• Accessing the Staff & Role System
  • Navigation Path
  • Required Permissions
• Admin User Management
  • Viewing the Staff List
  • Creating a New Staff Member
  • Editing Existing Staff
• Admin User Profile Details
  • Password Management
  • Email Settings
  • Billing Information
• Role & Permission Management
  • Viewing Role List
  • Creating a Role
  • Editing Permissions

This documentation provides a complete overview of user and role creation, editing, billing configuration, and access control.

Staff Management refers to the process of managing admin staff profiles, account details, and their assigned roles. Role Management allows assigning capabilities to each role based on required access.

Accessing the Staff & Role System

Navigation Path

1. Log in to the Tenant Panel
2. Navigate to: Setup → Staff List

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Required Permissions

Permission Key	Purpose
admin.Staff.view	View existing staff
admin.Staff.create	Add new staff
admin.Staff.edit	Update staff profiles
admin.Staff.delete	Remove staff from platform
admin.roles.view	View defined roles
admin.roles.create	Create new role types
admin.roles.edit	Edit permissions for each role

Admin User Management

Viewing the Staff List

Location: Tenant Panel → Setup → Staff → Staff List

The Staff List view gives a summarized look at all admin users.

Details Displayed:

• Serial Number (SR.NO): Order in list
• Name: Staff profile name
• Phone: Contact number (optional)
• Email: Primary contact and login credential
• Active Status: On/Off toggle to enable/disable login access
• Created At: When the user was added

Search & Filter Options:

• Search by Name or Email
• Filter by Role, Status, Department
• Sort by Created At for recent additions

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Creating a New Staff Member

Fields and options:

Field	Description
First & Last Name	User’s full name
Email	Required login and notification email
Phone	Optional; used internally
Password	Initial login password
Confirm Password	Re-enter to confirm accuracy
Default Language	UI language preference
Country / Address	Location for contact records
Role	Assign access based on predefined roles
Profile Image	Avatar for the staff member (JPG/PNG, max 5MB)
Send Welcome Mail	Toggle to send an automated welcome email
Verified User	Marks email as verified to skip future verification

🟣 Click "Add" to save the staff profile.

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Editing Existing Staff

Location: Tenant Panel → Staff → Edit Staff

Editable elements:

• Basic Info: Name, email, phone, language
• Profile Photo: Click ‘Change’ to upload new image
• Role Management: Change user role or permission set
• Password Reset: Enforce secure access reset
• Status: Toggle between active or inactive
• Verification Toggle: Re-verify or mark trusted accounts

🔒 Security Notes:

• Role changes take effect instantly
• Email changes require confirmation
• Password changes will force logout

Admin User Profile Details

Location: Admin Panel → Profile

This section displays:

• Personal Information (Name, Email, Language)
• Profile Picture upload feature
• Phone & Country
• Address (optional)

Password Management

• Update and confirm new passwords
• Passwords are hidden behind dots for security

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Email Settings

• Welcome Email Toggle: Sends introduction mail to new staff
• Verified Status Toggle: Confirms ownership of the email

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Billing Information

Location: Admin Panel → Profile → Billing Information

Billing details help for subscriptions, invoice generation, and account verification.

Field	Description
Billing Name	Name to appear on invoices
Billing Email	Email to receive billing updates
Billing Phone	Contact number
Address	Street address + zip code
City/State	Administrative region
Country	Country of business operation

✅ Click "Save Changes" to apply updates.

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Role & Permission Management

Viewing Role List

Location: Admin Panel → Staff → Roles

A complete table of roles with metadata:

• Role Name: e.g., Admin, Support, Billing
• Description: Purpose of the role
• Staff Count: Number of users assigned
• System Role: Cannot be deleted if marked
• Created / Modified Dates: Audit trail

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Creating a Role

Location: Admin Panel → Staff → Roles → Create Role

Field	Description
Role Name	Name for the role (e.g., Billing Agent)
Role Slug	System-friendly identifier (auto-generated)
Description	Internal documentation for other admins
Permissions	Choose access per feature (view, edit, delete...)

Advanced Options:

• Clone Role: Copy existing permissions to save time
• Default Role: Auto-assigned to newly created users
• System Role: Protect from deletion or editing

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Editing Permissions

Each role can be assigned detailed permissions across various feature modules:

Module	Permissions Available
Activity Log	View, Delete
AI Prompt	Create, Edit, Delete, View
Campaigns	Create, Edit, Delete, Show Campaign, View
Canned Reply	Create, Edit, Delete, View
Chat	Read only, View, Delete
Connect Account	Connect, Disconnect, View

✅ Assign permissions using checkboxes when editing roles.