Employees – Access and Roles

From the Access tab of an Employee record, you can set various options as below.

1. Access tab – assigns licenses, roles and manages passwords.

2. Give Access checkbox – determines whether to assign a license to this employee, hence enabling them to use the system.

3. Password – can be used to reset the user’s password and require them to change it at the next logon.

4. Roles – can be added/removed and managed here. Choose roles from the drop down and click “Add”

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