How do I add new user roles to Tripleseat?

Step 1: 

On the left-hand navigation bar, scroll down to “Settings”. 

Step 2: 

In the Settings window under “General”, click “User Roles”. 

Step 3:

You are now at the "User Roles" screen. Click "New User Role" if this role will apply to different locations. Click "+New Location Role" if this role will only apply to 1 particular location.

Step 4: 

Scroll down to choose the access you want the user role to have. In the gif below, we are creating a “View-Only” user role. Your options for permissions will be: 

1. View (view-only permission) 

1. Create (can create their own events/bookings/etc, but cannot edit others) 

1. Edit (can both create their own event/bookings/etc and edit other users bookings) 

1. Delete (can both create their own event/bookings/etc and edit and delete other users bookings) 
2. Administer (delete rights + access to edit closed events; this is the highest level of permissions) 
   
   

Step 5: 

You can also limit a user roles ability to view and use documents. Scroll down to “Documents”. Here, you can select a particular location. If you leave this blank, it will pull all documents for all locations. 

Step 6: 

Under “Templates”, check off which documents you would like the user role to have access to. 

Step 7: 

Once you are done setting up your user role, click “Create”. 

Step 8: