Setting up your organisation
The order to configure things in: languages and currencies, entities, users, roles and distribution settings.
System administrator
Custom roles and permissions
How to define a role, what granular permissions cover, and how role dashboards follow from them.
System administrator
Roles are defined per organisation. The names used elsewhere in this documentation - system administrator, sales manager, sales representative, field operations, transfer staff, tour guide - are examples to write against, not a fixed list you must adopt.
Start from what each person needs to see rather than from a job title. A role that grants everything is quick to create and hard to withdraw.