Staff & role management

Chronicle features a robust staff management system that allows you to track staff information, grant access to specific parts of the system and gain performance insights.

Before proceeding, make sure you are signed in as the super user or you are a user with write access to security feature. This feature is granted to all users with the built-in administrator role

Role Management

You can view, create and update your roles in the system.

Create a new role

Steps:

  1. Click on Security on the side menu to show all security menu options, click on Roles.
  2. Click Create new role
  3. Provide a name and a description for the role.
  4. Select all accesses the role has in the system, note if a user has write permission in a role, they will automatically be granted read permission.
  5. Remember to click Save at the bottom of the page.

Update an existing role

Steps:

  1. Click on security on the side menu to show all security menu options, click on Roles
  2. Select the role you want to update
  3. Make the necessary changes in the form
  4. Click Save when you are done

Deleting a role

Steps:

  1. Click on security on the side menu to show all security menu options, click on Roles
  2. Select the role you want to delete
  3. Make the necessary changes in the form
  4. Click delete in the danger zone section of the page. You cannot delete a role if it is assigned to a staff, even if the staff is no longer active. Remove the role from the staff or delete the staff to delete the role.

Staff management

You can currently create and manage staff information using the security feature of Chronicle. We are currently recording basic information about the staff, and are planning to allow custom forms be connected to staff records soon.

Invite a new staff

Steps:

  1. Access the staff list by clicking on Staff on the side menu, if you don't see Staff, click on Security to see the option.
  2. Click Invite
  3. Fill in the form that showed up in the dialog
  4. A temporary password will be created for the staff, take a note of the password as it is only shown once.
  5. Send the login credentials to your staff member, they will be able to sign in using the credentials provided.

Reset a staff member's password

If your staff member forgot their login credentials, you can reset it using the staff details page.

Steps:

  1. Access the staff list by clicking on Staff on the side menu, if you don't see Staff, click on Security to see the option.
  2. Click on the staff that requested assistance
  3. Click Reset password, then confirm the intent to reset the password.
  4. A temporary password will be created for the staff, take a note of the password as it is only shown once.
  5. Send the login credentials to your staff member, they will be able to sign in using the credentials provided.

Notes:

The staff will not be signed out of the app if you reset their password, we are working on a system to force sign out the user.

Update a staff member's profile

The process is the same as resetting the password, just update the fields in the form and remember to press save.

Deleting a staff member

When you delete a staff member, their record is not remove entirely. Instead we erase any personal information recorded about the staff member. This includes their email, name, gender, and any associated custom forms.

Steps:

  1. Go to the staff member's details page.
  2. Suspend the staff first by clicking on Suspend, this will disable the user's access to the system immediately.
  3. You can delete suspended staff by clicking on the Delete button in the danger zone

Super user & additional security

You will receive a super user account when your account is first activated, the super user bypasses all firewall restrictions and has full access to the entire application. It is designed to allow the administrators of your establishment to configure the access control correctly before onboarding the remaining staff. We recommend that you suspend access to the account as soon as proper users have been configured.