Adding an Employee Role

The software allows you to manage employee roles, enabling you to specify a particular employee’s access privilege to certain applications or pages or perform specific actions over others.

You can also assign a role to an employee, granting or restricting specific permissions as needed. When adding a “new employee  role,” you can click on the checkboxes next to various options to set permissions for this job role.

 

• Note: Before you start, make sure to activate the Employees app in your account.

Steps to add an Employee Role

1. From the main menu, click on “Employees“.
2. Click on “Manage Employee Roles“.
3. Click the “New Employee Role” button.

Now, enter the details of the new employee role as follows:

1. In the “Name” field, enter the desired employee role name.
2. Click the checkbox next to the “Is Admin?” option to assign/unassign this role to an administrator.
3. Start to select/unselect the actions you want the employee to have access to for each application individually.
   • Note: You can click the checkbox next to the application name to select/unselect all the application’s actions.
4. Click the “Save” button once you are done.