Lupa makes it easy to manage your team and control what each staff member can access. In this guide, we’ll walk you through:
How to add and update employee details
How to assign roles and manage staff permissions
1. Adding Employees & Editing Details
To get started:
Go to Settings from the main menu
Click Team Profiles to see a list of all employee accounts
Use the search bar at the top to quickly find a staff member
To view or edit an employee’s details:
Click the arrow icon beside their name to expand their profile
Click Edit under the Actions column to make changes
Once you’re done, hit Save to apply the updates
2. Managing Permissions
There are two ways to manage staff access: individual permissions and role definitions.
Assigning Individual Permissions
Click the Employee Role tab to assign permission levels
Use the drop down next to an employee’s account role to select their access level
Click Save when you're finished
Editing Role Definitions
Role definitions let you customize what each permission group can do.
Use the drop-down menus to control access to different features
Choose which sections staff can view, edit, or manage
Need help deciding which permission level to assign? Feel free to reach out to the Lupa support team. We’re happy to help!