Changing an Employee's Site Access / Access Level + Location

Need to give an employee access to another site or change their access level from user to manager or vice versa? Just follow these steps:

If you are moving an employee, depending on your site configuration you may need to change both the employee's site access and their location. Site access is what sites they have access to, location is where their employee record is held - normally their main place of work.

 Edit the Employee Record

From the home page click on the 'Manage' button:

Click on 'All Employees' in the sidebar

Find the person you're looking for and click on their name:

Hit 'Edit' in the top right:

Changing Site Access

Scroll down to the 'Site Access' section:

Click on this and use the drop-down boxes to change the site access as needed:

Select User or Manager as appropriate.

If you have multiple sites and want someone to access all of them, make them a manager at the top level, and the access will cascade down. You can do this at a regional level too if your organisation is structured that way.

Remember, if you're giving a manager access to another site, they'll need to resubscribe to email notifications.

Changing Employee Location (if needed)

If you are moving an employee, depending on your site configuration you may need to also change the employee's location. Location is where their employee record is held - normally their main place of work.

Scroll to the location section and move the employee to the top level.

Then move the employee to the correct location

Finally, scroll to the bottom of the page and click 'Save'. And you're done!