Client Help: How to manage existing roles

1. From the navigation bar on the left hand side click the Roles tab 
2. Click on the role that you would like to edit or disable
   
3. From here you can make changes to the role name or change the permissions of this specific role 
   
   
   1. The permissions that you click - whether that is all or just some - will be the tabs on the left that show for employees in this role.
      1. View all locations - This will override the assigned locations for the employee and allow them to view all locations within your organization. 
      2. View locations tab - If you click this option you have the ability to assign an employee just a specific location under their employee profile. Click the permissions (boxes) you want employees in this role to have access to 
   2. You cannot edit the administrator role 
      
      
4. If you want to disable the role you can toggle off the enabled role button (Will turn from blue to grey) 
   1. You can only disable a role if there are no employees assigned to the role
5. Click Save  
   
   

Watch the help video here: