To assign a Permission Role, you need to first Create a Permission Role. Once you've done that, you can follow the below steps to assign the Permission Role to any employee:

  • Go to “Setup Company” (under Manage, left navigation bar) 


  • Click Assign Users (under Permissions)


  • On this page, you will see a Drop Down
    • Select the Role you'd like to assign


  • Once you Select the role, you will see another field to define/select employees
    • Click on this field to see a list of all employees
    • Or simply 'type' the first few letters of the employee name (you'll see the employee profile appear)
    • Select the desired employee


  • Click Save

NOTE: You can follow the same steps if you would like to remove someone from a particular Permission Role. Simply click on the small cross (x) next to each employee name which appears in the Assignee list.