How do I create and manage user roles?
Clean Smarts comes with three default roles, Admin, Manager, and Cleaner. If you need a role with a different combination of permissions, you can create a custom one and reuse it across employees.
Create a custom role
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Click your profile in the bottom-left corner and go to Company Settings or go directly by typing it in the search bar (Ctrl+K). .
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Select User Roles from the menu and click Create New Role.
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Enter a name for the role (e.g., "Lead Cleaner Inspector").
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Optionally, select an existing role to use as a starting point. This will pre-fill the permissions for that role, which you can then customize.
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Click Create Role.
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Go through the permissions and enable or remove the specific modules you want this role to have access to.
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Save the role.
Applying a custom role to an employee
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Go to Manage Users and open the employee's profile.
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Go to the Permissions tab.
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Under User Roles, select the custom role you created.
The role will now be available to select for any future employees as well, so you don't have to configure permissions manually each time.