Assign RolesCreated: October 11, 2024
1. Introduction
This guide provides instructions on how to assign roles to employees in the Swyft Valet system. Assigning roles ensures that each employee has the appropriate level of access and permissions to perform their duties effectively while maintaining system security.
2. Step-by-Step Process
Step 1: Access Employee/User Management
• Log in to the Swyft Valet system with administrative credentials.
• Navigate to the ‘Employee Management’ or ‘User Management’ section where the list of users is displayed.
Step 2: Select the Employee to Assign a Role
• Choose the employee profile from the list for whom you want to assign or change a role.
• Open the profile and review the current role or permissions assigned to the user.
Step 3: Assign the Appropriate Role
• In the employee profile, select ‘Assign Role’ or ‘Change Role’ depending on the system terminology.
• Choose the appropriate role from the available options, such as Valet, Cashier, Manager, or Administrator.
• Ensure the role corresponds to the employee’s responsibilities and required access levels.
Step 4: Review and Save Role Assignment
• After selecting the role, review the associated permissions to ensure the employee has the correct level of access.
• Once verified, save the changes and confirm that the new role is reflected in the system.
• Notify the employee if their role or permissions have been updated.
3. Conclusion
Assigning roles in the Swyft Valet system is essential for ensuring that employees have the appropriate access and responsibilities. By following these steps, you can efficiently assign or update employee roles while maintaining the security and functionality of the system.