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:

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)
2. Create (can create their own events/bookings/etc, but cannot edit others)
3. Edit (can both create their own event/bookings/etc and edit other users bookings)
4. Delete (can both create their own event/bookings/etc and edit and delete other users bookings)
5. Administer (delete rights + access to edit closed events; this is the highest level of permissions)

Step 4:

You can also limit a user roles ability to view and use documents. Scroll down to “Documents”. Here, you can select a particular location. 

Step 5:

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

Step 6:

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

Step 7: