The Application of Employee Roles allows you to dictate which roles you would like to have the option to assign employees to in various parts of the system. These roles can either be required, or optional.
For more information on how to create employee roles, please see Employee Roles and Permissions.
For more information on how to assign employee roles to employees, please see Managing Employees.
To edit the Application of Employee Roles, navigate to Settings / My Business / Application of Employee Roles.
1. Select the Orders, Estimates, or Companies tab.
Note: Each tab has the same basic layout.
2. Select the sub-tab Details, Items or Destinations. These refer to tabs within each Order and Estimate. Companies do not have these tabs.
3. Select how the Salesperson Role will be used when creating new Orders, Estimates, and Companies.
4. Enter the Required Roles and How Many should be required for the associated tab. As required fields, they will always be displayed.
Note: These will be marked with a red asterisk and will be required fields when Orders, Estimates, or Companies are created. They can be reordered by grabbing and moving the Role up or down.
5. Enter the Allowed Roles, How Many and the # Displayed.
Note: These roles will not be required fields during Order, Estimate, or Company creation. For each role type, the number allowed for this Role can be limited as well as the number of fields that will display. They can be reordered by grabbing and moving the Role up or down.
6. Role Preview is only a preview of how it will display within the Order, Estimate, or Company. You do not need to select employees on the preview as this will be done during Order, Estimate or Company creation. Repeat the process for each tab and sub-tab.
Note: This will automatically save when updated.
