How can I resolve issues with employees not being able to view or edit member information?

In this article, you will learn how to troubleshoot issues where employees cannot view or edit member information:

Table of Contents

• Quick Guide
• Detailed Instructions
  • Roles and Permissions
  • Error Messages
  • Location Access
  • Employee Support

Quick Guide

1. Go to Resources / Employees.
2. Select Roles and then the appropriate role.
3. Ensure that permissions such as Manage Member Accounts, Manage Member Master Data, Manage Member Lists, and Manage Member Cards are enabled. 
4. Save the changes.
5. If problems persist, check specific error messages and adjust the permissions accordingly.
6. Ensure that employees have the necessary location access.
7. If necessary, provide employees with a step-by-step guide or screenshots.

Detailed Instructions

Roles and Permissions

To ensure that employees can view or edit member information, you need to set the correct permissions for their role. Follow these steps:

1. Go to Resources and then to Employees.
2. Select Roles and find the appropriate role. 
3. Enable the permissions Manage Member Accounts, Manage Member Master Data, Manage Member Lists, and Manage Member Cards.
4. Save the changes to ensure that the new permissions are applied.

Error Messages

If employees continue to have problems, check if specific error messages are displayed. These can provide clues about which permissions need to be adjusted. Ensure all necessary permissions are enabled and adjust them as needed.

Location Access

It is important that employees have the necessary access to the locations where they work. Check the location access rights of employees and ensure they have the required permissions to access member information.

Employee Support

If employees continue to have difficulties, provide them with a step-by-step guide or screenshots to help them navigate the system. This can be particularly helpful to ensure they select the correct menu items and options.