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Set up the permission of your employees
Set up the permission of your employees

This should assist you in setting up employee permissions and provide an overview of the available options.

Updated over 2 weeks ago

In this article, we will guide you through the steps to correctly set up employee permissions according to your preferences.

  1. Navigate to the "People" section, also known as the people directory.
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  2. Locate the relevant employee.
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  3. Click the ellipsis icon (three vertical dots) to the left of their name.
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  4. Select the "Edit Permissions" option.
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  5. A window will appear in the center of your screen.
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  6. In the upper-left corner, you will see a box labeled "Role."
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  7. Click the dropdown menu, where you will find four available options: Admin, Editor, Manager, and Employee.
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  8. Choose the appropriate level of access for the employee.
    Please note that the "Manager" permission requires specifying an "Area" and "District" to ensure the manager only has access to content relevant to their designated location.

A visual representation of this process is included below.
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