Staff Member Access Roles (user types) – assigning a staff member additional Access Roles to their primary Access Role (user type) in the system

Staff Member Access Roles (user types) – assigning a staff member additional Access Roles to their primary Access Role (user type) in the system 

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

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.