Start with the job
Before choosing a role, decide what the person will do in GridPulse.
Use a higher role for
- Someone who manages settings.
- Someone who manages other staff.
- Someone who runs most of the business dashboard.
Use a lower role for
- Someone who only helps with notices.
- Someone who only checks subscribers or deliveries.
- Someone who helps during events but should not change account settings.
If they cannot see a section
Open Staff, edit the staff member, and choose a role that matches the work they need to do.
