This article is about how to enable employees to manage customer or member-related tasks in Magicline:
Contents
Quick Guide
- Go to Resources / Employees.
- Select Roles and choose the relevant role.
- Ensure the desired permissions are enabled under the Member Management tab.
- Save the changes.
- If there are issues, check specific error messages and adjust permissions accordingly.
- Ensure employees have the necessary location access.
- Provide employees with a step-by-step guide or screenshots for support if needed.
Detailed Instructions
1. Go to Resources / Employees
Open the Magicline dashboard and navigate to Resources. Then click on Employees to see the list of employees.
2. Select Roles and choose the relevant role
In the employee overview, you will find an option called Roles. Click on it and select the role you want to adjust.
3. Enable permissions
Ensure the desired permissions are enabled under the Member Management tab:
4. Save changes
After enabling the required permissions, save the changes to apply them.
5. Check specific error messages
If employees still encounter issues, check specific error messages that appear and adjust permissions accordingly.
6. Ensure location access
Ensure that employees have access to the necessary locations to perform their tasks.
7. Provide a step-by-step guide
If needed, provide employees with a detailed step-by-step guide or screenshots to help them navigate the system.