---
url: >-
  https://docs.corbitaltech.dev/products/whatsmark-saas/tenant/staff-role-management.md
---

# Staff & Role Management

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**

***

### 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`

![Staff List](../images/staff-role/staff-list.png)

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

***

### Creating a New Staff Member

![Add Staff](../images/staff-role/create-staff.png)

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.

***

### 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`

![Admin Profile](../images/staff-role/tenant-account-profile.png)

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

***

### Email Settings

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

***

### Billing Information

**Location**: `Admin Panel → Profile → Billing Information`

![Billing](../images/staff-role/billing.png)

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.

***

## Role & Permission Management

### Viewing Role List

**Location**: `Admin Panel → Staff → Roles`

![Role List](../images/user-role/role.png)

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

***

### Creating a Role

**Location**: `Admin Panel → Staff → Roles → Create Role`

![Create Role](../images/user-role/role-create.png)

| 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

***

### 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.