If you want to change an Employee who already has an Employee profile as a Supervisor, follow the steps below.
- On the "Employees" tab, select the option "All Employees" and look for the employee you desire to change to be part of the Admin staff.
- Click on the employee´s name which will open the general information. Click the button to "Edit" the profile.
- Scroll down until you locate the check box "Change to Admin Staff" and select the box. This will enable the section "Primary Role", where you can select the role of "Supervisor". Besides, you can select as many roles as you desire for the employee to have.
- Once you have selected the role(s), click the button "Update" to save the changes made.
- To confirm that the employee is now a Supervisor, under the "Employees" tab, click the section "Admin Staff" and locate the new supervisor's name.
Here you can see other articles that may help you for the new role you have given to the employee and its configuration.
How to configure notifications for Admin Staff?
Role Adjustments