Objective

The objective of this tutorial is to help you understand how to allocate permissions to your staff by selecting the account type.

Overview

Access from your: Computer
Applies to: Managers/Admin

Things to know before you begin:

  1. Only Managers can view the permission tab to assign or change the account type.
  2. Only Admins can assign a new admin under permissions tab. 
  3. You can give scheduler permission to any account type by assigning the positions under Scheduler Permission section.

Allocate Permissions - Account Types

Step 1: Go to Staff module from the top-panel > Click on the name of the staff you want to assign the account type to, as shown in Image 1

Image 1

Step 2: Under Permissions Section > Select the account type you would want your employee to have from the drop-down > Confirm with Save Changes tab, as shown in Image 2.

Image 2

Note: You can give scheduler permission to any account type by assigning the positions under Scheduler Permissions type.

If you have any further queries, please don't hesitate to reach out to us at support@humanity.com.

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