Use Staff Users to create an operator account and assign a Role. Use Roles & Permissions to decide which customer, finance, network, and communication areas that role can access. These links are in the user menu; staff only see pages their permissions allow.
Create a staff account
In Staff Users, choose the create action and enter the staff member's Name, Username, Email, Password, and Role. Phone Number is available for account contact and credential delivery. If a notification channel is configured, Send login credentials can send the new login details using the selected channel.
When editing an existing staff account, leave Password blank to keep its current password. If a username or email is already in use, choose another one.
Create a role
In Roles & Permissions, choose Create. Enter the role name, then optionally choose Start from template. Available starting templates include Support Agent, Sales Staff, Finance / Billing, Network Administrator, Marketing / Engagement, and Auditor (Read-only).
Review the permission groups and selections before saving; a template is a starting selection, not a substitute for checking what the role can do. Assign the role to staff from Staff Users. Some protected roles cannot be edited or deleted.
If a staff member cannot see a page or action, check the role assigned to their account and the corresponding permission group. Role and user actions may be hidden if your own account does not have access to manage them.