Employee Roles & Permissions allow the creation of designated roles that customize access and permissions. These roles, and their access and permissions, can then be assigned to employees. Additional permissions can be added later to the employee when necessary.
Note: It is recommended that each employee role be given the minimum permissions necessary to operate the system, as changes to permissions for individual employees will only allow for additional permissions. It is important to know that access and permissions granted to an employee based on their set Employee Role cannot be removed for individual employees.
Editing or Adding Employee Roles Access
Creating general permissions for each role can help quickly assign permissions to each employee with that particular role. When creating an individual employee profile, you may grant additional permissions, however you cannot remove permissions. Adding new roles and editing pre-existing roles follow the same process.
Note: The lock icon indicates a system role that cannot be edited, cloned, or deleted. Assigned Employees will be listed when an Employee Profile is assigned the role.
Navigate to Settings / My Business / Employees Roles & Permissions.
1. Select a role to edit or the Green Plus icon to add a new role.
2. Enter a Role Name.
3. Enter a Role Description.
4. Use this checkbox to enable only one of each role to be set up in Teams.
5. Use this checkbox to allow multiple of each role to be set up in Teams. For more information on Teams go to Management / My Business / Teams.
6. The use of Employee Roles in Orders, Estimates, and Companies can be setup in Configure Application of Employee Roles. For more information go to Settings / My Business / Application of Employee Roles.
7. Once the new role is set up you can assign this role to employees. Go to Management / My Business / Employees and select the employee to assign to this role.
Note: If you are editing an existing role you can review the list of employees assigned to this role to make sure it is correct. Click on the employee name to change, this will take you to Management / My Business / Employees for that employee.
8. Scroll to review the list of modules to assign access for this role. Click on the particular module to view the permissions.
9. Toggle to give Full Access to that module.
10. Click on a module then view to give partial access.
11. Check to allow individual permissions within that module.
Note: It is better to limit access in a role and add additional access individually to an employee. Individual permissions can not be revoked within a role.
12. Click Save.
