Overview:
The Role Manager allows company owners to manage who can see and manage specific information in your account.
How can you assign Roles?
New Employee
If you have not created a Nowsta profile for the worker, go to the Workers page and click Add Worker to set them up with an account.
You can select User Permissions at the bottom of the profile page. Once you have added them, you must invite them by selecting save and invite in the top right corner.
Existing Worker
If you want to update the roles for an existing worker, go to the Role Manager page and select Set Role in the upper right-hand corner to search for a worker. If a worker already has a role assigned to them, click on their current role to update their roles.
Removing Roles
If you want to remove a role, go to the Role Manager page, select the worker's name, and then click on the role on the right-hand side. A pop-up will appear that gives you the option to Remove the Coordinator Role.
Role Manager Types
Typically most hourly workers will not need to be assigned any roles. If someone is without management access, that worker will not have a Role on the Role Manager page. You do not need to do anything else to activate a worker.
With managers, you can use the following definitions to set up workers who need administrative ability within the Nowsta platform.
Tablet Timeclock Managers are usually managers in the office. Still, occasionally, a supervisor may be working in the field with a tablet, so here are quick instructions on how to set this up.
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