How do I create a Role?

This article will summarize how to create a Role.

By default, there are three levels of access: Admin, Supervisor, and Worker. When you create a worker and assign one of these roles to them, it determines what features and information they can access or view. Typically an Admin role has access to view everything whereas a Worker role would only have access to see their own information.

Follow these steps to create a Role:

Step 1: Click on "My Account Details" and select "Manage Roles"


Step 2: Select the "Add" button in the top right corner of the Roles page


Step 3: Name your Role and toggle on any features you want this group of Workers to have access to. 


Step 4: Select the "Accounts" tab and select "Add Workers" to choose which employees you want this Role to apply to, and then press "Save".