Roles

The Roles section allows you to define and organize responsibilities within your business by assigning specific tasks to different roles.

You can configure roles to manage areas such as orders, transactions, customers, appointments, chats, and web presence. Once these responsibilities are assigned to a role, that role can then be given to specific team members.

This helps ensure that each team member only has access to the tools and tasks relevant to their job, improving organization, accountability, and overall workflow within the business.

How to add roles:

1. Tap the Roles button.
   The screen will switch to Manage Roles.
2. Tap the + button located at the top right corner of the screen.
3. Enter the role information.
   Set a name for the role and select the tasks that this role is supposed to perform.