Adjust a permission for the work the employee needs, such as viewing, editing, or managing a feature. Test the result with a similar 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.
In Releventful
Click Settings
Click Employees
Click Manage Employees
Select the person from your team
Navigate to Feature Permissions
Expand the feature group and select the appropriate permissions
Click Save Draft or Apply Permissions
Reopen Feature Permissions to confirm the saved choice and have the employee test and confirm.
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.