In this article you will learn how to troubleshoot issues when employees cannot view or manage work areas or schedules:
Table of Contents
- Check Roles
- Adjust Permissions
- Save Changes
- Check Error Messages
- Ensure Location Access
- Support for Employees
Quick Guide
- Go to Resources / Employees.
- Select Roles and then the appropriate role.
- Ensure that permissions such as Manage shift planning and Manage working areas are enabled.
- Save the changes.
- If problems persist, check specific error messages and adjust permissions accordingly.
- Ensure that employees have the necessary location access and the corresponding role.
- If needed, provide employees with a step-by-step guide or screenshots.
Detailed Guide
Check Roles
To ensure that employees have the correct permissions, go to Resources and then to Employees. Select Roles and choose the relevant role from the list. This allows you to view and adjust the current permissions for this role.
Adjust Permissions
Review the permissions in the tab Employees & Resources and ensure that the following options are enabled:
- Manage shift planning
- Manage working areas
If any of these permissions are not enabled, activate them to ensure that employees can use the necessary functions.
Save Changes
After reviewing and adjusting the permissions, don't forget to save the changes. This ensures that the new settings take effect.
Check Error Messages
If employees still have issues, check for specific error messages. These can provide clues on which permissions may need further adjustment.
Ensure Location Access
Ensure that employees have access to the necessary locations and the corresponding role. This may be the reason they cannot view or manage certain areas.
Support for Employees
If needed, provide employees with a step-by-step guide or screenshots to help them navigate the system. This can be particularly helpful if they are not familiar with the software.