Assigning User Role

This guide will show you how to assign user roles to employees. 

Important Note: 

When a user has more than one role, the system determines access based on the role with the lesser permissions. This safeguard is in place to prevent unintended access to confidential information. So, we recommend that you assign only one user role to each employee.

Step 1

On your homepage, go to your left menu then click on Settings > User Account > User Accounts.

Step 2

Click Edit at the top right side of the page.

Step 3

Then, click on the User Role of an Employee to see the available options that you may choose from.

This user role will determine what each employee can see or edit in the system.

Step 4

Once the User Role of a specific employee has changed, click Save to record the changes. 

We hope this article helps clarify the issues. If you require additional assistance, do not hesitate to contact our support team.