Setting Staff User Roles

By | April 12, 2016

There’s a new setting that enables designating a user as staff.  It’s intended to make it easier for larger organizations to navigate the client and user settings screens.  There is no effect on user privileges or capabilities, it’s merely a way to visually segregate administrative users from service-providing users.  Staff users aren’t listed on the client screen, making it easier to scan and select service providers.

To set a user’s role, navigate to Settings and then the Portal tab.  You’ll see the user role as the first item in the list.