4 steps to complete
The Roles page is where you view and assign permissions to employee roles. A role is the position an employee has within your company (such as: Customer Service, Sales Manager, etc.), and roles allow you to tailor their access to certain parts of the Corporate Office.
By default, you are provided with a handful of pre-built roles that include: Customer Service, Full Access, and Warehouse Manager. This guide will take you through the steps involved in editing an existing role.
Read more: 5.2. Assigning Employee Permission Roles
In Corporate Office, navigate to: Employees > Roles.
On the Roles page, click the Edit button for the role you want to modify.
The Role pop-up window opens.
In the pop-up, edit the Role name and role Description text fields, if necessary.
Select the checkboxes for the roles you want to enable and deselect the ones you want to disable.
When finished, click the Save Changes button.
The pop-up closes and a success dialog box displays if the modifications were saved successfully.
You now know how to edit an existing role in Corporate Office.