Lendbox lets you build a team with precise control over what each person can see and do. The process has two parts: first you define roles with specific permissions, then you add staff members and assign them a role. Setting up roles first means every new staff member inherits the right access from the moment they join.
This guide walks through both parts.
Part 1: Create a Role and Set Permissions
Step 1: Open Staff Management
In the left navigation panel, click the Staff Management tab.
Step 2: Open Roles and Permissions
Click Roles and Permissions. You need to configure user roles for your organization before adding staff.
Step 3: Add a new role
Click Add Role to create a new role tailored to your team's needs.
Step 4: Name the role
Enter the role name to define the position. When done, click Add to save the new role to your system.
Step 5: Set permissions
Click Set Permissions to specify access levels for the new role. You can choose which pages the role can access and what actions staff members with that role are allowed to take.
Step 6: Save the permissions
Scroll to the bottom and click Save to apply the permission settings for the role.
Part 2: Add a Staff Member
Step 7: Open Staff Members
In the left navigation panel, click the Staff Members tab.
Step 8: Add a new staff member
Click Add to begin adding a new staff member.
Step 9: Enter their details and role
Enter the staff member's name, email address, and select their role from the roles you created earlier.
Step 10: Send the invitation
Once complete, click Add. The staff member will receive an invitation email with a link they must click to accept and join your Lendbox organization.
Done
You can now add staff members with customized roles and permissions to improve team management. With roles defined and access controlled, the staff management feature helps strengthen your organization's security and collaboration.