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.
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. Access and permissions granted to an employee based on their set Employee Role cannot be removed for individual employees.
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Editing and Adding Employee Role Access
Employee Roles control what areas of EVO an employee can access and what actions they can perform. Updating role access lets you standardize permissions across groups of employees while keeping individual user management simple.
Navigate to Settings.
1. Locate and select the Employee Roles & Permissions option (or similarly named tile under My Business or Administration, depending on your configuration).
2. On the Employee Roles & Permissions list, find the role you want to update.
3. Click the role name or use the edit action to open the role details.
4. On the role details screen, review the available permission groups and locate the areas you want to grant or adjust access for.
5. Enable or disable the appropriate permissions for that role according to the responsibilities of employees who will use it.
6. When you are finished making changes, click Save to apply the updated access settings for that role.
7. Assign or confirm the role on individual employee records so that the updated access takes effect for those users.
On the Employee Roles & Permissions screens you will see:
a. A list of roles showing role names and descriptions so you can quickly identify the purpose of each role.
b. Breadcrumbs at the top of the role details view (for example, Settings > Employee Roles & Permissions > [Role Name]), confirming that you are editing role access.
c. Sections or grouped permission areas with checkboxes or toggles that correspond to specific modules and actions in EVO.
d. Fields for naming the role and describing when it should be used, helping administrators apply the correct role to each employee.
e. Save (and, if available, Cancel) buttons at the bottom of the screen to either apply or discard permission changes.