How to add a New Team User and Set Up Roles?

Please follow below simple steps to add a new team member in your system and also associate with the the Permission Role. 

Please navigate to Settings -> Company-> Team Member -> Add Team Member which will open below form which needs to be filled out with its mandatory fields. 

To Set-up a new User Role, please navigate to Settings -> Company-> Roles & Permissions -> Add New Role

Yu can manage the visibility of any main module or the sub module by simply checking/ unchecking. Further, you can even manage each of these modules with Add/ Edit/ Delete permissions. 

How to Assign Role to a Team Member: 

All the Roles available and which are added under Settings -> Company-> Roles & Permissions will be shown within the Roles dropdown(as shown in below screenshot). You can choose the desired Role as needed. 

For Example: 
If you have added a Role with 'Dashboard' option Unchecked then the team member assigned with this role will Not show Dashboard to this user.