In Agentcis, there are various designations. There are Admin officers, Super admin, Directors, Counsellors, Accountants and others. You might also have multiple branches. So to control the access within your offices and employees you can give and revoke various kinds of Permissions.
Please make sure you have the permission to add or edit the permissions of the users.

To add or edit the permissions, follow the following steps:

Step 1: Select Teams from the side navigation bar.

Step 2: Select Users

Step 3: Select the particular user from the list and open the profile of the user by clicking on the name of the user.

Step 4: Select the Permission Tab.

Step 5: Check the boxes of the permission if you want to give the permission and uncheck the box if you don’t want to give the permission.

Step 6: Select the Update option once you have completed.

Custom Roles

In an agency, there are various designations. There are Admin, officers, Directors, Councellors, Accountants and others. You might also have multiple branches. So to control the access within your offices and employees, Agentcis has this feature called Custom role.
With this feature you can add roles and give the permissions as per the requirement.
Please Note: You should have the correct permission as in the image below to add or edit the roles.

To create a new role and give the permissions, follow the following steps:

Step 1: Select Teams from the side navigation bar

Step 2: Select Roles

Step 3: Select the Add option

Step 4: Give Role a name and add description

Step 5: Check the box of the permission you want to give and uncheck the box if you don’t want to give the permission.

Step 6: Once done click on the save tab.