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Ledsak Documentation
Ledsak Documentation
  • Introduction to LEDSAK
  • Getting Started
    • Creating Account
    • Integrations
    • Roles and Permission
    • Staff
    • Automation
    • Lead Distribution
  • Lead Management
    • 🟦All Lead
      • Send To Meta
      • Send To Google
      • Activity
      • Notes
      • Emails
      • Calls
      • Meeting
      • Task
      • Deals
      • Ticket
    • 🟩Lead Setup
    • 🟥Lead Distribution
    • ⬜Export History
  • Deal Management
    • All Deals
    • Won Deals
  • Actions
  • Automation
  • Integrations
    • Facebook
    • Website
    • Brevo
    • GallaBox
    • Indiamart
    • Tawk
  • Reports
  • Staff Management
    • Staff
    • Attendance
    • Roles and Permissions
    • Login History
  • Settings
    • Customize
    • Template
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  • Defining Roles
  • 2. Assigning Permissions
  1. Staff Management

Roles and Permissions

Roles and Permissions Framework for Staff Assignment

Defining Roles

Roles are predefined categories assigned to staff members based on their responsibilities. Each role has a set of permissions associated with it. Below are the key steps for defining roles:

1.1 Identify Key Roles

  • Super Admin: Full access to all systems and settings.

  • Manager: Access to team management tools, reports, and approvals.

  • Team Member: Access to specific tasks, tools, and limited resources.

  • Support Staff: Access to support tools and customer interaction resources.

  • Guest: Limited access to specific areas or tools for temporary use.

1.2 Role Documentation

Each role should include:

  • Role Name

  • Access Requirements

2. Assigning Permissions

Permissions define what actions a role can perform. These permissions should align with the responsibilities of the role.

2.1 Permission Categories

  • (Can View) Read Access: Ability to view data.

  • (Can Add) Write Access: Ability to create or modify data.

  • (Can Edit, Can Delete etc.) Execute Access: Ability to run specific functions or processes.

  • Super Admin Access: Ability to configure system settings and manage users.

For more Info: Click Below

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Last updated 3 months ago

Roles and Permission