How do I manage a team member's roles and permissions in the Bushel Staff Portal?

Team Access allows you to manage who has access to your organization's information in the Bushel Staff Portal and what permissions they have.

Navigating to Team Access

1. Log in to the Staff Portal.
2. Select the Team Access section in the menu on the left.
3. In the Team Access section, select Manage to view each team member's profile.

Managing a Team Member's Roles

You can assign roles at two levels: Organization Level (permissions across the entire organization) or Location Level (permissions specific to a single location).

1. In a team member's profile, click on Manage roles in the upper right corner.
2. To view assigned roles: Select the organization or location section(s).
3. To remove an assigned role: Expand a section and select Remove next to the role.
4. To assign a new role:
   • Select Add role to assign a new role to an existing location or across the organization.
   • Select Add new location to assign roles at a location that has not been previously set for the user.

Viewing Role Details and Permissions

To understand what specific permissions a role grants:

1. In the Team Access menu, click on Roles.
2. A list of available roles will be displayed.
3. Click View on a role to see the specific permissions assigned to it.
4. The role details will also indicate if it can be assigned at the organization level, location level, or both.