Documentation Team & Access Staff Management Staff Management Manage your team with role-based permissions. Add staff members, assign roles, and control access to sensitive business data with granular permission settings.
Access Staff Management Navigate to the staff management section (Owner role only).
Go to Settings → Staff Management from main menu View staff dashboard with total, active, and inactive staff counts See complete list of all team members Access permission management controls Note: Only OWNER role can access this section Add New Staff Member Create a new staff account with appropriate role and permissions.
Click 'Add Staff' button in top right Fill in name, email, and contact information Select role: Manager, Sales, Accountant, or Staff Set custom permissions for the role Choose account status (Active/Inactive) Staff receives email invitation to set password They can log in with their credentials Configure Permissions Set granular permissions to control what each staff member can do.
Manage Cars: Add, edit, delete vehicles View Sensitive Data: Access financial details, profit margins Manage Expenses: Track and record business expenses Manage Reports: Generate and export business reports Manage Dealers: Add and manage dealer contacts Manage Staff: Add/edit team members (usually only Owner) Each permission can be toggled on/off individually Manage Staff Accounts Edit staff details, update permissions, or deactivate accounts.
Click on any staff member row to edit details Update name, email, phone number Change role assignment Modify permission settings Toggle Active/Inactive status Deactivate accounts instead of deleting for record keeping Reactivate accounts when staff returns Monitor Access & Activity Track staff actions and review access logs for security.
View all staff members and their current status Check activity logs to see who made what changes Review sensitive data access history Monitor login attempts and sessions Ensure proper separation of duties Audit permissions regularly for security Staff Roles Full system access with all permissions
Default Permissions:
Manages daily operations and team
Default Permissions:
Handles customer inquiries and sales
Default Permissions:
Manages financial records and expenses
Default Permissions:
Basic access for general team members
Default Permissions:
Available Permissions Vehicle Management MANAGE_CARS
Add, edit, and delete vehicles
VIEW_CARS
View vehicle inventory
Financial MANAGE_EXPENSES
Track and manage business expenses
VIEW_SENSITIVE_DATA
Access profit margins, costs, and financial details
MANAGE_REPORTS
Generate and export business reports
CRM & Operations MANAGE_DEALERS
Add and manage dealer contacts
MANAGE_INQUIRIES
Handle customer inquiries and leads
MANAGE_ACTIVITIES
View and manage activity logs
Administration MANAGE_STAFF
Add/edit staff members and permissions (Owner only)
SYSTEM_SETTINGS
Configure system-wide settings
Security Best Practices Follow principle of least privilege - give minimum access needed Review permissions quarterly and revoke unnecessary access Deactivate accounts immediately when staff leaves Use role-based permissions instead of individual customizations Monitor sensitive data access regularly Require strong passwords for all staff accounts Enable two-factor authentication if available Train staff on data privacy and security policies Keep audit logs for compliance and security reviews Separate financial access from operational access Sample Permission Matrix Permission Owner Manager Sales Accountant Staff Manage Cars ✅ ✅ ✅ ❌ ❌ View Sensitive Data ✅ ✅ ❌ ✅ ❌ Manage Expenses ✅ ✅ ❌ ✅ ❌ Manage Staff ✅ ❌ ❌ ❌ ❌ Manage Reports ✅ ✅ ❌ ✅ ❌
💡 This is a typical setup - you can customize permissions for each role as needed
Need Help with Staff Management? Our team can help you set up role-based access control, configure custom permissions, or train your team on using the system securely.
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