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How To Create Custom User Roles & Permissions
How To Create Custom User Roles & Permissions

Custom User Roles & Permissions tab in Settings provides more control and visibility over roles, user creation dates, and permissions.

Sofia Cardozo avatar
Written by Sofia Cardozo
Updated yesterday

User Tab

The User Tab allows you to manage, create, and edit all your users from one easy spot. Our new filtering tools make managing user lists easier than ever!

Use the "Create" button to add new users to the TipHaus Client Dashboard and the TipHaus Employee App.

To modify an existing user's access level, edit their user information, or resend invitations, click the three dots next to their name.


Roles Tab

By default, Enterprise Admins and Org Admins can use our Role Creation Window to Create, Name, and customize unique roles with custom permissions. Enterprise Admins, Org Admins, and GMs can click View Summary under the Expand (three dots) button to see all information on that Role’s Permissions.

For a complete breakdown of the Preset roles that come standard with TipHaus, see the following article.

  • Creating a new role allows you full control over what pieces of the product can be viewed and/or edited by users with that role.

  • Simply create a role, set the permissions, and apply the role to a user on the user tab.

Please visit our Roles and Permissions Glossary to better understand what each setting allows a user to do.


💬 Still have questions? Contact our customer success team here or click the Chat icon in the bottom-right corner of your Client Dashboard. We're here to help

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