Flux Roles

Flux Roles adds Staff, Manager and Director roles (and any role you create in the panel), and lets you switch each role’s access to tasks, certificates, donations, the call center, the studio and reports on or off with a toggle. It also manages personal referral links and the phone numbers the WhatsApp assistant uses to recognise staff.

Features#

Roles

Staff (everyday work), Manager (Staff plus the donation and certificate dashboards and reports) and Director (every permission on the page, but not a WordPress administrator: cannot install plugins or change site settings).

Add a new role from the panel; it starts with admin access only and you switch on what it needs. Roles created here can be deleted.

“Reset to defaults” per role.

Access table

Grouped by package: General, Tasks, Certificates, Donations, Call Center, Studio, Reports.

Packages that aren’t installed show a “not installed” badge; settings are kept and apply as soon as the package arrives.

Choose the screen each role lands on after login (or let it pick the first available).

People and referrals

Add or remove people per role by username or e-mail.

Personal referral link (?ref=code) with a copy button on the profile and in the people list; the last clicked link wins and lasts 30 days (configurable). The referrer is written to the WooCommerce order.

Phone number per user (admins only) for the WhatsApp assistant in Flux Chat.

First steps#

Users › Roles and access opens with the roles ready and default permissions set.

Add people: create the user under Users › Add New and choose Staff/Manager, or type an existing username in People › Add.

Switch rows on or off and press Save.