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Basic Setup Guide

Setting Up Permissions for Roles​

To kickstart your journey with BunnyDesk, setting up the correct permissions for various roles within your organization is a foundational step. This ensures that everyone has the access they need to perform their roles efficiently.

Step-by-Step Guide:​

Follow these steps within the System Settings to establish a robust organizational structure and define clear access controls:

  1. Organizational Structure: Define the hierarchy and structure of your company to reflect departments, teams, and roles accurately.
  2. Employees: Input and manage employee details, ensuring that each member is correctly placed within the organizational structure.
  3. General Settings: Customize general operational settings to align with your company’s practices and policies.
  4. Access Control: Determine and set the permissions for different roles, ensuring secure and appropriate access to information and functions.

Tutorial Video:​

For a more detailed guide on setting up these permissions, watch our tutorial video:

Watch the tutorial video here.

User Flow:​

To efficiently set up your system, follow the order outlined below in the System Settings:

  1. Organizational Structure: Start by defining the framework of your organization.
  2. Employees: Add your employees, placing them accurately within the organizational structure.
  3. General Settings: Adjust the general settings to suit your operational needs.
  4. Access Control: Finally, establish access controls to ensure each role has the necessary permissions.

By following these steps, you'll create a solid foundation for your BunnyDesk setup, ensuring that your team can start on the right foot with the correct access and settings in place.