Nanza CRM setup by default includes only 1 role, named "Employee," with no permissions. It’s up to you to adjust the permissions for this role or create a new one.
To create a new role, navigate to Setup → Roles. More information about all permissions can be found by clicking here: Permissions Explained.
Role permissions are overwritten by staff permissions. The role permissions serve as a helper to auto-populate permissions when creating a staff member.
Changing role permissions won’t affect the permissions of existing staff members using the role you're updating. However, when updating a role, you can check the Update all staff members' permissions that are using this role option to update all staff members who are using that role.
In Setup → Settings → Misc, you can configure the default staff role. This role will be selected by default when creating a new staff member.
When you check the Administrator field while creating a new staff member, all the permissions will be unchecked and disabled.
How to create a new role
1. Go to "Setup" at the bottom of the settings list.
2. Press the second option in the list on the left, which says "Roles".
3. Find the long blue button labeled "New Role" at the top of the page.
4. Assign a "Role Name" and tick any required boxes for permissions that the role should have.
5. Find and press the blue "Save" button in the bottom right corner of the page. Once pressed, your new role will be created.
