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The Account Tree in Rota, Time & Attendance
The Account Tree in Rota, Time & Attendance

The account tree allows you to remove team members and archive un-needed locations from your view

Catherine avatar
Written by Catherine
Updated over a week ago

The Account Tree

This feature makes managing multiple roles, departments and locations within RTA easy.

You won't be able to remove a role is if there are still employees assigned to it as their main role. You will need to change their main role to another before you can remove it.

In order to update a user's main role, you will need to navigate to their profile within the 'people tab'.

If this role has people assigned to it as a secondary role, you can still remove it from the system.

Roles can then be assigned to staff within 'people' in the Rota, Time & Attendance module:

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