Staff Member Access Roles (user types) – assigning team members additional Access Roles

If the staff member requires additional access roles (user types) to their primary user type in the system, users should assign these in the Admin section.

A user with appropriate access should follow these steps:

1. From the staff member's HR record, navigate to the Access Roles tab
2. Select 'Add Access Role'

3. From the pop up, select the dates you require the Access Role to be available for
4. From the pop up, select the required access role and location.
5. Select Save

Add an Access Role to multiple staff members

If you wish to add an Access Role to multiple staff members at the same time you can do this from the Staff Admin screen:

1. Select the team member's records that you wish to add the access role to so that the blud tick displays.
2. Select the orange plus [+] icon at the bottom right of the screen.
3. Select 'Add Access Role'.
4. From the pop up, select the dates you require the Access Role to be available for
5. From the pop up, select the required access role and location.
6. Select Save

HANDY HINT: When assigning the staff member additional access roles, users should consider the user type and location this is applied at.  Before assigning this, check the user type to see that they will be getting access to the correct smart tiles and reports by assigning this user type.  Double check the locations they are responsible for within your organisation.  If they are responsible for the entire organisation, they should be assigned the top-level location, i.e., head office.  If they are only responsible for one department, the location they are assigned on their access role (user type), should be that department only.  If they are responsible for one area of the business for example, they should be assigned that area on their access role, in order that they have access to that area and all locations contained within that area.