Common Workflows

Workflow: Create staff roles

4 min read·Updated July 2026

Overview

Define a permission role before inviting teammates.

Create staff roles
Define modules before inviting teammates.
  1. 1

    Agency → Organization → Roles & Permissions.

  2. 2

    Create role → name it (example: Packing Associate).

  3. 3

    Enable View Orders, Packing, Labelling, Attendance.

  4. 4

    Save, then assign this role when inviting members.

FAQ

Was this article helpful?