How to modify an employee's user role

An employee's user role can be modified within the properties of the employee.

 Access to this function may be limited depending on your personal employee role. Speak to an administrator to verify.

To modify an employee's user role

1. Click Settings > Lists > Organization setup > Employees.
2. Locate and double-click the employee you would like to modify.
   
    You may also right-click the employee and select Properties.
   
   
3. Click Information > System access tab.
4. Click the User role dropdown. It will contain a list of all the available employee roles in the system.
   
   
   
   
5. Select the new role.
6. Click Save.
7. Close and re-start Primacy Workplace for the changes to apply.