Change an Employee's Role

Note: Only an Admin can change an employee's role or department.

Steps to Change an Employee’s Role

1. Navigate to the Employee Page

• Go to the Employee page and select the employee whose role you want to update.

1. Update the Role

• Click the "Employee Role" dropdown and select the new role.

1. Save Changes

• The employee will now have access based on their newly assigned role.

Steps to Change an Employee’s Department (For Managers Only)

1. Go to "Manager Permission"

• If the employee is a Manager, you can also update their department.

1. Select the New Department

• Click the dropdown under “Manager Permission” and choose the appropriate department.

1. Save Changes

• The manager will now have access based on their updated department.

Role & Department Updates

• Employees will immediately have access to platform features based on their new role and department.

• Any changes will take effect upon their next login.