Review staff roles and permissions

Before you begin

• Use an account authorised to manage staff.

Step by step

1. Open Staff and select the staff member.
2. Open Edit Staff and review Role and branch assignments.
3. Review the permissions offered for that role and save the intended changes.
4. Have the staff member check the relevant workflow with their own login.

What happens next

The saved role, branch assignments and permissions determine the staff member's available work areas.

Helpful to know

• Two staff members may see different menus because their roles, branches or permissions differ.
• Use the staff removal workflow only after checking the person and its confirmation requirements.