How to View Staff and their Roles and Permissions

How to View Staff and their Roles and Permissions

Introduction

All the staff that you have created will be listed on this page, here's all that you can view on this page.

Viewing Staff

  • On this page, you can see a list of all your staff members with details including their Name, Email ID, Role, and Status.
  • To explore the Roles and Permissions of your staff, click the Roles and Permissions button.
  • To create a new staff member, click the Create New Staff button.

  • From the three-dot icon under the action column, you can edit staff details and change their status.

  • Utilize the search bar to find specific staff members by name.




Viewing Roles and Permissions

Step 1: Click on Admin > Staff.



Step 2: Now click on Roles and Permissions.


Step 3: A list of roles and the corresponding permissions granted will be displayed on the left side of your screen.



Step 4: To return to the Staff page, click View Staff List.




    • Related Articles

    • Managing Staff

      Introduction This guide explains how to manage your staff members within your organization. You can view, create, edit, and deactivate staff members, as well as explore their roles and permissions. Creating a New Staff Member Step 1: Click on Admin > ...
    • Staff Creation, Roles & Permissions

      Staff Creation, Roles & Permissions This guide contains steps to create new users. edit users and provides further details for the individual roles and permissions. Create New User This can only be performed by users with administration access (refer ...
    • Roles & Permissions

      Roles & Permissions The below instructions will assist you in editing Roles and Permissions for existing users in Cloudoffis.  For assistance in creating new user accounts for your staff please click here. Permissions can be adjusted for each user ...
    • What user roles are available in SMSF Sorted?

      Overview This article will outline the various roles available in SMSF Sorted Roles The table below sets out the roles and permissions available in SMSF Sorted
    • Suspend Staff in Auditomation

      Suspend staff Login to Auditomation -> click on Admin menu -> click on Staff Click on suspend icon -  infront of the staff name, to suspend that staff Note: If a job is already assigned to a staff, to be marked as suspended will get an error to ...