The objective of this tutorial is to help you understand how to allocate permissions to your staff by selecting the account type.
Access from your: Computer
Applies to: Managers/Admin
Things to know before you begin:
- Only Managers can view the permission tab to assign or change the account type.
- Only Admins can assign a new admin under permissions tab.
- 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
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.
Note: You can give scheduler permission to any account type by assigning the positions under Scheduler Permissions type.
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