In this article you will learn:
- How to assign a role to an employee on Bizimply. The role defines how much access they have to Bizimply so it is important that it is allocated correctly
- How to change the permissions a role has on Bizimply: this includes what they are able to see on Bizimply, and what actions they are able to take on Bizimply
Note: To change the permissions a role has on Bizimply, you must have administrator access.
Here is a quick video walkthrough:
How to assign a role to an employee on Bizimply
When you assign a role to an employee you are defining how much access an employee has to your businesses' information on Bizimply. For example, perhaps you would like managers to have more access than supervisors, and supervisors to have more access than regular employees. You can create and allocate the permissions levels that work for your business.
1. Log in to your Bizimply account
2. Select the location of the employee whose access you would like to change
3. Go to the 'Employee' tab
4. Find the employee profile of the person you would like to assign a role to
5. Click into their profile
6. Click the 'Roles' tab
7. Select the role you would like this employee to have based on your predetermined roles
8. Click 'Save'
The employee will receive an email letting them know their permissions on Bizimply have changed, and will now have the access defined by that role in that location.
*Note: If an employee is shared to another location, they will not have the same access at that location. You will need to edit their Role in their other locations as well.
How to Change The Permissions A Role Has on Bizimply
1. Log into Bizimply
2. Click your name in the top right corner so a drop-down menu appears
3. Click on 'Roles'
4. A list of roles will appear. Click on the role you would like to edit or create a custom role
5. You will be presented with a list of permissions for the role you have selected, which includes most functions on Bizimply
6. Scroll to the function you would like to edit, and select if you would like to have it turned 'On' or 'Off' for that role
If the function is 'On', you can also click 'Choose Options' for more specific permissions within that function e.g. for the schedule, you can define which schedules (rotas) that role has access to, whether that role can edit or publish a schedule or simply just have the ability to view the schedule.
If the function is 'Off', the employee assigned that role will not be able to access that function when they log into Bizimply. The tab will not appear.
7. When you are happy with the edits you have made, click 'Save'. These permissions will now be applied to that role, and subsequently to any employee with that assigned role on Bizimply