Client Help: How to manage existing employees

  1. From the navigation bar on the left hand side click on the Employees tab 
  2. Click on the employee you want to disable or edit their role 
    1. Use the search bar by name or email 
    2. Sort or filter the column headers 
  3. You can edit the Role assigned 
    1. If you can to the locations menu you can click edit locations which will allow you to assign location(s) to specific employees 


  4. If you want to disable the employee you will toggle the enabled employee button (will turn from blue to grey). 
  5. Click Save and Return 
  6. If you want to re-add the employee you will click on the employee and toggle the enabled employee button again (will turn from grey to blue) 

 

Watch the help video here: