You can assign permissions to a Post, a Role, or the employee's record. You can check, add, or amend these by doing the following:
Post
Go to Admin Menu and click Post Setup.
Search for the post using the Quick Search field.
When you have found the post, click on it to open its settings.
Select Security then click Permissions.
Click Edit.
Add or remove the relevant permissions then click Save.
Role
Click Setup then click Roles & Permissions.
Click a role then select the Role Permissions tab.
Click Edit Permissions.
Add or remove the relevant permissions then click Save.
Employee's profile
Search for the employee and go to their profile.
Click the Security tab then click Permissions.
Click Edit Employee Permissions.
Add or remove the relevant permissions then click Save.
Assign a role to an employee
Search for the employee and go to their profile.
Click the Security tab then click Roles.
Click on a role to enable it. All roles highlighted in blue are enabled, while the ones that aren't highlighted are disabled.
π Tip: After making changes to roles and permissions it is a good idea to clear the system's cache by running a Batch Update.
