Roles group common access. Review what the employee can actually open and do before assigning a broader role.
Why this matters
Roles, brand access, event assignments, and notification choices work together. Review each of them so employees can do their jobs without seeing unrelated business or client information.
Before you start
You may need an owner or administrator role to change employee access or account-level preferences.
Employee Permissions
Click Settings
Click Employee
Click Manage Employees
Select the employee from your team
Review the Employee Details and Administrative Access
For employee access, review Feature Permissions and update only what is needed
Click Save Draft
Click Apply Permissions
It is best practice to ask the employee to open a representative feature and confirm access.
A useful decision
Access may depend on the role, the selected business brand, and an event assignment. Test the intended task with a representative employee account before broadening permissions.
Check the result
Check the person's access and notifications from their role. Review their event assignments separately.
Important to know
A role, brand assignment, and event assignment can each limit access. A missing alert may also be caused by the employee's communication preferences.
Employee Roles
Employee roles are used to set up a default pay rate for roles within your organization. These default pay rates are used to calculate event employee costs estimations. Employee Roles can be added to your team under Employee Details of the employee's profile.
To manage your employee roles
Click Settings
Click Employees
Click Employee Roles
Click Add or Edit
Enter the Role, Description, Amount and Rate
Click Save