Updating Employee Information and Permissions
To update an employee’s details and give them permissions:
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On the Staff page, open the ”…” menu on the employee’s row and click “Edit / Assign Role”.
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In the “Edit” window, update “Full Name” and “Email” if needed. The employee logs in to Berqun with this email address.
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Pick the employee’s role from the “Role” list. The role decides which Berqun screens the employee can open.
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If the employee should see every staff member’s data, tick “Can manage all staff”. With the super-user role this box is ticked automatically.
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Click “Save”.
If the employee will manage certain teams rather than all staff, their team assignment decides whose data they can see besides their own. Open “View/Edit Team Assignment” from the row menu and add the employee as a leader of the relevant teams. For details, see How Can I Designate Managers in Berqun?.