Change an Employee's Role
Last updated
Last updated
Note: Only an Admin can change an employee's role or department.
Navigate to the Employee Page
Go to the Employee page and select the employee whose role you want to update.
Update the Role
Click the "Employee Role" dropdown and select the new role.
Save Changes
The employee will now have access based on their newly assigned role.
Go to "Manager Permission"
If the employee is a Manager, you can also update their department.
Select the New Department
Click the dropdown under “Manager Permission” and choose the appropriate department.
Save Changes
The manager will now have access based on their updated department.
Employees will immediately have access to platform features based on their new role and department.
Any changes will take effect upon their next login.