How to Create a New Staff Category (Permission Preset)

To make your staff creation fast and simple, you can form categories with a certain set of permissions to be applied to a staff member. For your convenience, IndicaOnline suggests several default staff categories that can be changed anytime you want. 

To create a new staff category, do the following:

• Log in to your IndicaOnline account, go to Config on the left-hand side of the screen and click the Categories tab to view the Staff Categories page with the default permission presets;

• Here you can view the preset description, how many users there are under this category, and also edit  or delete   any of the presets. Click the +Add New button on the right-hand side of the screen to bring up the New Preset pop up;

• Fill out the Name and Description fields and select the necessary permissions, click Save at the bottom of the page to create the category.

The newly created category/preset will appear at the end of your Staff Categories page. 

 Please refer to this article to get more information on permissions and how to apply presets when creating or editing a staff member.

 And this article will explain how to add a new staff member to your IndicaOnline account.

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