BondiByte Robotics

Guide

Give the right people the right access.

Roles control manager/admin workspace access, staff-facing portal access, and scoped auditor access paths.

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What this section is for

Explains how Roles and Access fits into the BondiByte workspace.

Roles and access determine who can use operational areas such as staff, clients, sites, rostering, documents, timesheets, invoicing, Automation Centre, Audit Centre, settings, and configuration.

Staff Portal access requires the right role plus an active linked staff profile.

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Before you start

Lists what should be ready before working through Roles and Access.

Decide who needs manager/admin workspace access and who only needs staff-facing access.

Prepare staff profiles before assigning Staff Portal workflows.

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Step-by-step setup

Gives practical setup steps for Roles and Access.

  1. Open Configuration and go to Roles & Permissions.
  2. Confirm Owner/Admin coverage.
  3. Assign manager/admin users to workspace roles.
  4. Assign staff-facing users to Staff Portal roles.
  5. Check that each Staff Portal user has an active linked staff profile.
  6. Use Audit Centre auditor invites for auditors rather than normal tenant accounts.
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Key fields and settings explained

Defines the main fields and settings used by Roles and Access.

Owner
A tenant leadership role for organisation-level and account controls.
Admin
A workspace administration role for setup and operational control.
Manager
A role for daily operational workflows where allowed.
Staff
A staff-facing role used for portal access and self-service workflows.
Tenant user
The login/account identity for the customer tenant.
Staff profile
The operational staff record used by rostering, documents, availability, and Staff Portal.
Auditor invite
A scoped Audit Centre access path separate from normal tenant login.
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Best-practice setup tips

Lists practical setup tips for Roles and Access.

Best practice

  • Set roles before inviting large groups.
  • Keep admin access limited to people who need it.
  • Check staff profile links before troubleshooting Staff Portal access.
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Common mistakes to avoid

Lists common setup mistakes for Roles and Access.

Common mistake

  • Assigning a Staff Portal role without an active linked staff profile.
  • Using normal tenant accounts for auditors instead of scoped audit invites.
  • Treating platform admin access as customer tenant access.

Need help applying this setup path?

Book a BondiByte demo and we can walk through the right setup order for your provider.

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