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How do I change what an employee can do or access?

Employee Roles give a different set of permissions.

Within the software, each employee who gets added to the software starts as a "Worker". If you would like to give more permissions and viewing capabilities, this can be achieved by changing the employee roles to "Supervisor", "Admin", "Designate" or "Owner".

To do this follow the steps below.

1) Click on Employees  

2) Click on the Employee from the list, in the new window click on Edit Profile

3) Click in the Role field and choose to appropriate access level

 

By changing the role, you can allow the worker to have additional access to your system components.

4) Click on Update Employee