Articles on: Admin & Manager

How to assign roles to employees

Assigning Roles to Employees

There are two ways to assign Roles

Assign a role to multiple users from the Roles section.
Assign a role to an individual from the Manage section.

Option 1: Assigning a role to multiple users

Step 1

Click on the Roles tab under My Company. 

Here you will see all the Roles that have been created by Admins and employees in the company.

Step 2

Click on the Assign Role icon, or on the green button on the right of the role.

This will display the number of employees that have been assigned the Role. To assign the role, type in the name(s) of the relevant employee(s).

Step 3

Once you have selected the co-workers you would like to assign to the Role, click the Save button.

Option 2: Assigning a role to an individual employee

Step 1

Go to your Manage section under My Company

Step 2

Toggle the Roles column on.

Select the Inline Edit icon.

Click on the Select Role drop-down option and choose the Role you would like to assign.

Option 3: Assign role in co-workers profile

Step 1

Another way of doing this is to click on the View Profile icon.

Step 2

Scroll down to the Select Role dropdown option and choose the Role you would like to assign.

Step 3

Be sure to click the Save Changes button when you are done.

You can also remove a role from an employee's profile by choosing Remove Role from the drop down in their profile.

Remember to click Save Changes to save your selection.

Updated on: 21/11/2022

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