Each account has two (2) tiers of users:
Step 1: After logging into the UI for the first time, any user may edit their username and associated user photo by going to the “Profile” section at the bottom left of the screen.
Step 2: You can view and edit personal details here
Staple provides a role management system which ensures the team members are only provided with permissions that they are authorized to have. The company can create, edit and delete roles that have a unique set of permissions.
To access role management permissions, a user has to navigate to the “Role management” page. All roles and their permissions are displayed here.
The permissions can be given or revoked by selecting or deselecting the square box to the left of the permissions. To select all permissions, the user has to click on the box to the left of the role name.
Step 1: Create a new role like manager, admin, user as required through the "+ NEW ROLE" option on the right corner. By default, the new role is assigned with all the permissions.
Step 2: Once the role is created, it'd be visible like in the image below. You can map screens/ actions to each role here:
The existing team members can be viewed from the “Team Members” tab which is right above the “Role Management” tab. This houses the list of all the members and the number of queues they have access to.
The three dots alongside lists the actions that can be performed on the user. Their role can be changed, so with their passwords, they can be revoked or they can be assigned to specific queues.
New members can be added to the team. It can be either done by email and/or by password. The blue buttons on the top right help facilitate this. Assign a role and provide the credentials to add them to the team.
Once, the roles are created, you can add users and map roles to the user in the screen below.
New users can be added to the system via email. Simply typing in the email address in the team members section will create credentials for them, and add them to this user account.
Users can request help and support in the User section (Figure 7). This creates a response that will be sent to the Staple team. Here, a user can ask for guidance if they are facing any trouble or provide some feedback to improve the customer experience.
To generate a message, the user needs to specify what the message is about in the section titled What's this about? and elaborate on the details in the space given below. Users can also attach some files through the button “Upload” to support their message.
Any messages created will be responded to via email, at the address associated with the user submitting the help request.
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