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Permission Migration

Required Role

Organisation and Global Manager roles

The Permission Migration tool helps organisation owners and global managers transition their team from the legacy role-based access model to the new granular permission system.

Why Migrate?​

The new permission system gives you much finer control over what each user can access. Instead of broad roles (e.g. "user" can see everything), you can now grant access to specific features only.

For example, instead of giving a staff member the full "user" role, you can now grant them access to only:

  • CLIENT_MANAGEMENT — to manage clients
  • VISA — to work with visa applications
  • ATTENDANCE — to use attendance features

Migration Steps​

Step 1 — Review Current Access​

Click Review Current Users to see a summary of what each user currently has access to under the legacy role system.

Step 2 — Auto-Generate Permissions​

Click Auto-Generate Permissions — Agent Manager will analyse each user's role and suggest equivalent permissions.

Step 3 — Review and Adjust​

Review the suggested permissions for each user:

  • Add permissions they should have that weren't auto-detected
  • Remove permissions they shouldn't have
  • Save the changes

Step 4 — Enable Strict Mode​

Once you're satisfied with the permission assignments:

  1. Click Enable Strict Mode
  2. Confirm the change
  3. The system now enforces permissions strictly — users without the relevant permission will lose access to those features

Rolling Back​

If something goes wrong after enabling strict mode, click Revert to Legacy Mode to temporarily restore role-based access while you fix the permission assignments.