Each staff member has one role and sees only what that role allows. If a page is missing from their side menu, their role does not include the permission to view it.
Viewing and changing are separate
Some areas, such as Settings, have one permission to view and another to change. With view only, the tab opens but its controls are locked, and the tab says You can view these settings, but your role can't change them.
How to give access
- Open Roles in the side menu.
- Find the role your staff member has, then press the pencil on its row.
- Tick the permission they need and press Save.
The change applies to everyone with that role. If only one person needs more access, make a new role for them and give it to them from their page in Staff.
If the page is still missing
- Open the staff member's page in Staff and check which role they have. Make sure you edited that role.
- If the page shows a lock, the feature is not in your current plan. Changing the role does not unlock it.
- If they see the page but not a branch's data, check Branch access on their page. A person with Assigned branches works only in the branches you ticked.
- Some things are for the business owner only, such as the subscription plan, invoices, saved cards and buying credits. No role can open them.