Setting Up Roles and Permissions

Objective:

Roles and permissions within NextPaw ensure that each user has access to the specific features they need to perform their job effectively. By assigning appropriate roles and permissions, you can maintain control over your business's dashboard, ensuring that users have the right level of access without compromising the security or integrity of your data. This setup helps streamline operations, increase efficiency, and ensure your team can focus on their responsibilities without unnecessary distractions.

User Roles

There are two primary roles within NextPaw:

1. Account Owner
   The Account Owner has unrestricted access to everything within the dashboard and all business locations. Typically, Account Owners are responsible for setting up the organization and managing high-level functions. They can:
   • Add new Team Members
   • Archive Team Members
   • Modify all Team Member information (e.g., update passwords)
   • Access all dashboard features, including the ability to respond to messages and reviews
2. Team Member
   The Team Member role is meant for sales representatives, staff members, or anyone who doesn't need access to all dashboard categories. Typically, Team Members are responsible for:
   • Managing messages and reviews
   • Handling customer interactions on the dashboard
   • Accessing specific features depending on permissions set by the Account Owner

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Permissions

Permissions are granted based on the user's role and can be customized by the Account Owner. The available permissions are:

• Manage Reviews: Respond to and manage customer reviews.
• Manage Messages: Handle customer messages.
• Manage Contacts: Access and manage customer contacts.
• Manage Events: Create and manage events.
• Manage Blogs: Create, edit, and manage blog posts.
• Manage Orders: Handle customer orders.
• Manage Offerings: Manage products and services available for sale.
• Manage Promotions: Create and manage promotions or discounts.
• Manage Announcements: Create and manage announcements for customers.

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Updating Roles & Permissions for Users

Roles and permissions can be updated at any time by the Account Owner:

1. From your NextPaw dashboard, select the Business Settings tab and select Users.
Note: You can use the search bar to find the team member you wish to archive.



2. Click the blue pencil icon next to their information to edit the user.
3. Select the new role/permissions for the user.

   

4. Select save to finalize changes.

   

Selecting Roles & Permissions for New Users

When adding a new user, you will be prompted to assign them a role from the drop-down menu:

1. Add a New User:
   • Choose the role (either Account Owner or Team Member).
   • If selecting Team Member, you will then be able to specify which permissions they will have access to.
2. Save Changes:
   After selecting the role and permissions, click Save to finalize the user setup.

Need Help?
If you encounter any issues, please reach out to us at  Support@NextPaw.com.