In Redpoint, you control the naming of Roles and the Permissions assigned to each role.

Add a Role

1. Go to Manage > Staff Roles & Permissions
2. On the Roles Tab, you’ll create the Role names
   • Set New Feature Level to "None"
3. See Add Permissions

Add Permissions

Permissions are grouped by section. You will need to add permissions to each role for each section.

1. Permissions Tab
2. Expand Section to add permissions to a role 
3. Click "Edit Permissions"
4. Check box(s) to grant permission to a given role
5. Press "Save"

Once Roles are Created, you can begin assigning them to the customer records set up as Staff