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

Assign permissions to your staff under account type according to your business which will determine what users can see & do in humanity.

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 permission tab. 
  3. You can give scheduler permission to any account type by assigning the positions under 'Scheduler Permissions' section.

Allocate Permissions - Account Types

Step 1: Click the ‘Staff’ module from the top-panel and click on the name of the staff you want to assign the account type to as shown in Image 1

Step 2: Click the ‘Permissions’ tab as shown in Image 2.

Step 3: Select the account type you would want your employee to have from the drop-down and click 'Save Changes' tab as shown in Image 3.

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

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

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