Learn how you can create and update new roles in Optii to maximise the efficiencies of your team.
Individual role permissions are meant to give the users the option to control what functions they can access in Optii using a mobile device or the Hub. Assigning roles correctly in Optii can maximise the use of the system and allow you to be confident that your team will operate based on the efficiencies you have set up for them. This tutorial video will explain the step by step process on how you can create new roles and edit existing roles that may already be set up in your configuration.
For any further questions you may have about configuring roles, please reach out to the Customer Success team by sending an email to help@optiisolutions.com.