📌Note: To add roles to an account you must have the Roles Manager's permission. If you don't have the right permission, we can only action this request from someone based at your company's Head Office.
Create a role
To create roles follow the steps below:
Login to the Admin Tool.
Click Config on the left toolbar, then click Roles.
Click Add in the upper right corner.
Add a description for the role.
Click Save.
Update a role
To update roles, follow the steps below:
Login to the Admin Tool.
Click Config on the left toolbar, then click Roles.
Click the role you wish to update, then click Edit.
Change the description of the role, then click Save.
Add a role to a user
To add a role for a user, follow the steps:
Login to the Admin Tool.
Click Employees then search for the user.
Click Config then, click Roles.
Click Assign Role.
View roles within your platfom
To view roles within your platform follow the steps:
Login into the Admin tool.
Click Config.
Click Roles.
You can see the roles that were created within the company.
To exclude roles from your platform, select the box along with the role.