User & Role Management

✅ Introduction

What it does: Controls admin access and permissions to your SaaS platform Why it's useful: Ensures secure, role-based access to administrative functions Location: Tenant Panel → Staff & Roles

Staff and role management allows you to create Tenant accounts with specific permissions, ensuring proper access control for your administrative team.

✅ Accessing Staff & Role Management

Navigation Path

1. Login to Tenant Panel
2. Navigate to Staff → Staff List

Required Permissions

• admin.Staff.view - View tenant staff
• admin.Staff.create - Create tenant staff
• admin.Staff.edit - Edit staff details
• admin.Staff.delete - Delete tenant Staff
• admin.roles.view - View roles and permissions
• admin.roles.create - Create new roles
• admin.roles.edit - Edit role permissions

✅ Admin User Management

User List

Location: Tenant Panel → Staff → Staff List

View and manage all administrative Staff:

Staff Information:

• Staff ID and name
• Email address
• Assigned role(s)
• Active status
• Last login date/time
• Account creation date
• Department (if applicable)

Filtering Options:

• Filter by role
• Filter by status
• Filter by department
• Filter by creation date
• Search by name or email

Creating Admin Staff

Location: Admin Panel → Staff → Create staff

Add new administrative staff to your platform:

Required Information:

• Full Name: Staff's complete name
• Email Address: Login email (must be unique)
• Password: Initial login password
• Role Assignment: Access control role

Optional Settings:

• Profile Picture: Staff avatar
• Department: Organizational unit
• Contact Number: Phone contact
• Address: Location information
• Status: Active or inactive
• Login Notification: Email on login

Editing Admin Staff

Location: Tenant Panel → Staff → Edit Staff

Modify existing user accounts:

Editable Fields:

• Personal information
• Contact details
• Role assignments
• Department
• Status (active/inactive)
• Password reset

Important Notes:

• Email changes require verification
• Role changes take effect immediately
• Status changes may affect active sessions
• Password changes force re-login

Admin User Profiles

Location: Admin Panel → Profile

Each admin user has a profile page:

Profile Information:

• Personal details and contact info
• Role and permission summary
• Account activity history
• Session management
• Two-factor authentication setup
• API token management (if applicable)
• Billing information for subscription invoice

✅ Role Management

Role List

Location: Admin Panel → Staff → Roles

View and manage permission roles:

Role Information:

• Role name and description
• Permission summary
• Number of Staff assigned
• Default role status
• Creation and modification dates

Default Roles:

• Super Admin: Complete system access
• Administrator: General admin access
• Support: Customer support functions
• Billing: Payment and subscription access
• Content: Website management access

Creating Custom Roles

Location: Admin Panel → Staff → Roles → Create Role

Define custom permission sets:

Required Information:

• Role Name: Descriptive title
• Role Slug: URL-friendly identifier
• Description: Role purpose explanation
• Permission Selection: Access rights

Role Options:

• Create from scratch
• Clone existing role
• Set as default for new Staff
• Mark as system role (protected)

Permission Management

Location: Admin Panel → Staff → Roles → Edit Permissions

Configure granular access rights:

Permission Categories:

• Dashboard: Access to statistics and reports
• Tenants: Tenant management functions
• Subscriptions: Billing and payment features
• Plans: Subscription plan management
• Staff: User administration tools
• WhatsApp: API configuration access
• Settings: System configuration options
• Website: Marketing site management
• Support: Help desk functions

Permission Levels:

• View: Read-only access
• Create: Ability to add new items
• Edit: Modify existing items
• Delete: Remove items
• Approve: Authorize actions
• Export: Download data
• Import: Upload data