Note: To add roles to an account you must have the Roles Manager's permission, if you don't have the right permission we can only action this request from someone based at your company's Head Office.
Create a role
To create roles please follow the below:
Log in to the Admin Tool.
Click Config on the left toolbar, then click on Roles.
Click on Add in the upper right corner.
Add a description for the role and click add to save it.
Update a role
To update roles follow the steps:
Log in to the Admin Tool.
Click Config on the left toolbar, then click Roles.
Click on the role which you wish to update, then click Edit.
Change the description of the role, then click on save.
Add a role to a user
To add a role for a user follow the steps:
Login into the Admin Tool.
Click Employees and search for the user that you need.
Click Config then, click Roles.
Click Assign Role button.
View roles within your platfom
To view roles within your platform follow the steps:
Login into the Admin tool.
Click Config.
Click Roles.
You can see the roles that were created within the company.
You can exclude roles from your platform by ticking the box along with the role.