Lock & Key: Setting Employee Access

What you’ll need

• Active TaoRocket subscription with user management enabled
• Permission: Manage roles
• Access to the TaoRocket Console

1. Understanding Roles and Permissions

Roles group permissions that define what users can access and modify in TaoRocket.
Assigning the right role to each user helps maintain security and clear responsibilities.

2. Creating and Editing Roles

1. Navigate to Access Rights under Employee Management.
2. Click New Role to create a new role or select an existing role to edit.
3. Enter a clear name for the role (e.g., “Inventory Manager,” “Cashier”).
4. Toggle permissions on or off to grant or restrict access to various system features.
5. Save your changes.

3. Assigning Roles to Users

• Assign roles during user invitation or edit existing users to change their role.
• A user’s access rights are determined solely by their assigned role.

Tips for Effective Access Management

• Create roles that reflect actual job responsibilities to avoid unnecessary permissions.
• Review roles regularly and adjust permissions as needed.
• Limit the number of users with high-level access to improve security.

What’s next?

• 🔗 Who Can Do What: Access Rights Explained
• 🔗 Team Control: Employee Management

🎉 Managing employee access carefully ensures your business stays secure while empowering your team with the tools they need.