How to change an employee's role or status in Users & roles
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How to change an employee's role or status in Users & roles. Users & roles is the employee directory. Filter by name, System role or Status.
The steps, written out
- On the employee's row choose the System role and the Status (Active, On Leave, Inactive).
- Press Save ("User updated").
- For more detail press Edit roles (primary role, additional roles, preferred channel and language) or Edit (the employee record). New employee adds a person.
Tip
Only an Owner / Administrator can grant the administrator role. This page does not control sign-in: the role a person gets when signing in is set in Logins, and setting an employee Inactive does not by itself block their login.