In this article, you will learn how to enable employees to manage financial or payment tasks:
Table of Contents
- Selecting Roles
- Checking Permissions
- Saving Changes
- Troubleshooting
- Ensuring Location Access
- Additional Help
Quick Guide
- Go to Resources / Employees.
- Select Roles and choose the relevant role.
- Ensure permissions such as Manage member account, Post payment, Post payout are enabled. Use the search function in this area to configure any other necessary permissions.
- Save the changes.
- In case of issues, check specific error messages and adjust the permissions accordingly.
- Ensure employees have the necessary location access.
- Provide step-by-step instructions or screenshots to support the employees if needed.
Detailed Instructions
Selecting Roles
To enable employees to manage financial or payment tasks, you must first select the appropriate role. Go to Resources and then to Employees. Select Roles and find the relevant role you want to edit.
Checking Permissions
After selecting the role, check the permissions. Ensure that the following permissions, for example, are enabled:
- Manage member account
- Post payment
- Post payout
You can find all permissions relating to finances in the Member management tab under Finance and in the Finance tab.
Use the search function in this area to configure any other necessary permissions.
Saving Changes
After checking and adjusting the permissions, save the changes. This is a crucial step to ensure the new settings take effect.
Troubleshooting
If employees still encounter issues, check specific error messages and adjust the permissions accordingly. Sometimes, minor adjustments in permissions are necessary to grant access.
Ensuring Location Access
Ensure that employees also have the necessary location access and the corresponding role. Without the appropriate access rights, they cannot access the required functions.
Additional Help
If needed, provide employees with step-by-step instructions or screenshots to help them navigate the system. This can be especially useful if they are new to the system or performing specific tasks for the first time.