Managing employee roles and permissions is a critical part of ensuring efficient access to schedules and other resources within Bizimply. This article explains how Account Admins can assign schedule access and provides troubleshooting tips for common issues, such as the inability to view schedules after a permissions update.
Configuring the permissions for the schedule page including:
Giving access to view the schedule page
Giving access to edit schedules
Giving access to edit popular shifts
Giving access to view individual costs
Giving access to view forecast summary
Giving access to publish schedules
Giving access to export schedules
Giving access to schedule notes
Note: You need Admin access to edit role permissions.
How do I manage roles and schedule access in Bizimply effectively?
Log in to Bizimply
Click on your name/email address in the top-right-hand corner
Select 'Account access' from the drop down
3. A list of Roles will appear, click on the orange edit icon of the Role you would like to edit
4. You will be presented with a list of permissions for the Role you have selected, which includes most functions on Bizimply
5. Scroll down until you see Schedule and ensure it is 'On'
6. Click 'Choose Options'
7. Decide which schedules you would like this Role to have access to
Note: a user will only see the schedules in the locations they are shared to- Additionally, ensure that schedules have been explicitly assigned to the role, as failure to do so could prevent users from viewing the schedules. Changes to role permissions require Admin access.
8. Decide which options for Schedule's you would like employees with this Role on Bizimply to have
When you are happy with your permissions for this Role, scroll down and click 'Save'This ensures that selected schedules and permissions are properly applied to the chosen role.
Common Troubleshooting: Resolving Schedule Viewing Issues
Even after updating permissions, if a Manager or Supervisor or Custom Role cannot view the full schedule, the issue may lie in the absence of assigned schedules.
Double-check that the schedules you intended to assign to the Supervisor role are correctly selected and saved.
Remember that changes to permissions or schedules require Account Admin access.
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