Yottled allows you to assign specific roles to your staff/employees, enabling you to define their responsibilities and access privileges within the system. This article will walk you through the steps to assign roles to your staff members in Yottled.
Steps to Assign Roles to Staff/Employees:
Step 1. Head over to Settings
Step 2. Click on Staff
Step 3- Select a Staff/Employee from the list of staff members displayed for whom you want to assign the role.
Step 4- Add a Role: - Scroll down within the staff member's profile and you'll find the "Role" option
Step 5- Select the role to assign to the selected staff member and click on Add.
Note: If you are creating a new staff member, the system will automatically prompt you to add a role during the staff creation process.
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How to revoke/remove the role of a staff/employee?
Step 1- Head over to Settings
Step 2- Click on Staff
Step 3- Select a Staff/Employee from the list of staff members displayed for whom you want to remove the role.
Step 4- Scroll down within the staff member's profile and you'll find the "Role" option. Checkmark the role that you want to remove/revoke.
Step 5- Click on Revoke role and the assigned role will be removed.
Note - You can check all the roles here.
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