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Poultrist

Roles and permissions

Decide what each kind of staff member can see and change.

A role is a set of permissions you give to staff, such as a Farm hand who can record eggs and losses but not see sales.

  1. Open My Business from the menu, then Roles & Permissions.
  2. Tap the + button.
  3. Enter a Role name, such as Farm hand.
  4. For each part of the app, tick what the role can do:
    • READ: see the records
    • CREATE: add new records
    • UPDATE: change records
    • DELETE: remove records
  5. Tap Save.

Pick at least one permission. Then give the role to staff when you add them.

When a staff member tries something their role does not allow, they see Permission denied.

What staff can never do

Whatever their role, staff cannot open My Business, change the plan, delete the account or set up two factor authentication. Those stay with the owner.