- First of all, we must ensure that the correct role/permissions are given to any admin staff or manager. Go to the 'Master Company Settings' tab on the main menu on the left-hand side of the StaffWizard page, and select the 'Roles & Permissions' tab on the top of the page that was displayed.
- Here search for a role called "Supervisor". Make sure that the role is enabled and is under the 'System Roles' category.
- On the same row, click on the [Edit] button at the end to confirm that the correct permissions are activated. This role gets the notifications and needs to be set up with the permissions that the company allows the employees to see.
- Take into account that any employee who is under this role could have the permissions that are activated, in this case, they would be the following: (if you need more permissions you can assign more).
-
Once the permissions are set up, you will need to assign it to the Admin employee. Return to the main menu and go to the 'Employees' tab and under "Admin Staff" select the desired employee to open up their profile.
-
Select the "General" tab located at the top of the client´s profile and click on the [blue pencil] button on the right-hand side to edit the information.
- Navigate through the employee's general information until you find the label "Primary Role", and select from the box the option 'Supervisor' to add the role to the employee´s profile. Then hit the [Update] button to save the changes.
- Return to the main menu and go to the 'Clients' tab and under "Clients List" select the desired client to open their profile. Make sure you are on the 'General' tab on the client´s profile and scroll down the panel until you find the post locations that you need to assign the employee to receive notifications.
- Click on the [Edit] button from the Post location that you select and scroll down until you find the label 'Supervisor', click on the box, and select the employee that you need as a supervisor for this post location. Then hit the [Update] button to save the changes. This will need to be done for each post location that they would need to receive the notifications.