Managing admin permissions just got a major upgrade! The new Admin Role Management page gives you complete control over admin access levels using custom role templates. Define permission sets once - and reuse them across admins to ensure consistent, secure access management.
To set up new templates, head to the Admin Management tab in your Settings.
Please note that only Account Owners can access this page and manage admin roles.
Admin Management Settings Overview
The Roles tab is where you can create, edit, assign, and manage reusable permission sets for admins.
To get started, click Create New Admin Role.
In the role creation window, you’ll enter:
Role Name
Admin Type (Account Manager or Branch Manager)
A list of privileges (checkboxes) to assign to the role
Once saved, the role will appear in the Admin Role Management table. From here, you can edit, duplicate, or delete any role as needed.
Assigning Admins
You can now assign these custom roles when promoting employees to admins:
Go to the Employees module
Find the relevant employee
Click the three-dot menu and choose Make an Admin
Choose either:
Custom: Manually select admin privileges
Template: Select one of your predefined roles for a faster setup
If a role is deleted, assigned admins will be moved to Custom.
Please note that all existing admins have been migrated to Custom to preserve their current permissions.
Looking for more details on how to add admins and what they can access? Read the full article here.
If you have questions or need help with roles, reach out to our support team — we’re happy to help!