Before you start
Prepare the right information
- Decide what work the staff member actually needs to do.
Workflow
Complete the task step by step
- 1
Open Roles.
- 2
Review the hierarchy from Owner to Read-only.
- 3
Open permission details if you need to inspect exact dashboard access.
- 4
Choose the role in Users when inviting or updating staff.
Expected result
What success looks like
The roles workflow is configured or understood, and the user knows the next dashboard step.
Public website impactNothing changes on the public website until an authorized user saves or publishes a setting that is designed to be public.
Troubleshooting
Common problems to check
- Use the narrowest role that still lets the person do their work.
Important
Keep these boundaries in mind
- Use the narrowest role that still lets the person do their work.