Access App Roles
Create a New App Role
Click + Add Role.
Enter a Role Name (e.g., "Admin", "Manager", "Team Member") and a Role Description (e.g., "Can manage all company settings" or "Can only view job schedules").
Assign Permissions to the Role
Under Assign Permissions, you'll see a list of permissions that can be granted for various features.
For each feature, select the Read and/or Write permissions:
Profile: Allow users to view and edit profiles.
Calendar/Availability: Allow users to view and manage availability.
Calendar/Schedule: Control access to the scheduling features.
Wallet: Users can view wallet details.
Estimate: Ability to edit or delete job estimates.
Invoice: Grant access to invoice details, including editing rights.
Job Actions: Allow users to view or manage job-related actions.
Inventory: Grant access to inventory management.
Photos/Media: Permit users to upload media related to jobs.
You can also use the options:
Give All Read Permissions: Select this if you want to assign all read permissions to the role.
Give All Write Permissions: Select this if you want to assign all write permissions to the role.
Save the App Role
Once you've assigned the necessary permissions, click Create App Role to save the app role.
Edit or Delete App Roles
Edit: If you want to change the role permissions later, click on the pencil icon to modify it.
Delete: If you no longer need the role, click the trash can icon to delete it.