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We have created default roles for you , however you have the option to add as many Roles as you like to manage your staff’s access to the appcreate additional Roles and manage access permissions for each role.

📘 Instructions

Follow the steps below steps to manage and add new roles. :

1. From the left menu bar, select Administration → Roles.

2. A list of default roles can be viewed from this will display on screen.

3. Select Add Role on the top right corner to create your own role and manage the accessa new role.

   1. Enter the name of

   your

   1. this role in the Name field.

4. Select the relevant applicable tick boxes to grant allow access to this role. Alternatively, select on the existing role to edit accessfor this role.

5. There are 3 permission options:

   1. Create

   2. Update

   3. Delete

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Other functions:

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Clone: To make a copy of this role and its permissions.

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1. You have the ability to change access permissions of an existing role. Select on the role, and click Edit.

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2. To delete a role, select on the role, and click Edit. Scroll down to the bottom of the page and click on Delete.
   Note: You cannot delete a role if there are existing users assigned to this role.

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Users

It is recommended that each staff member has their own individual user login details in order to track historical eventsand record activities completed on the application.

📘 Instructions

Follow the steps below steps to manage and add new users. :

1. From the left menu bar, select Administration → Users.

2. Select Add User.

   1. Completed

   the Select Change User Password to set a password for this user.

   1. all mandatory fields:

      1. First Name

      2. Last Name

      3. Email *personal email address preferred

      4. Username *must be unique

      .

      2. Selected Roles - select a role from the drop down

      box.

3. Select Save.

4. 1. 1. menu

5. Click Save.
   

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6. An email from Mypak Support will be sent to the nominated email, with a link to reset your password.

   1. Alternatively, select on the user from the list, and click on Change User Password.

   2. Enter a password *Password must be at least 6 characters.

   Enter a password. Alternatively

   1. Or you could select Generate to populate a random password.

7. Select OkSave.
   

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