How to add an 'Approver' / change a staff members 'User Type' to the WhosOff system?

How to add an 'Approver' / change a staff members 'User Type' to the WhosOff system?

Only a `Super User` may add an `Approver` or change a staff members `User Type` on the WhosOff system.

Sign in to WhosOff and click on the `Administration` tab.

In the `Administration` interface, either;
  • Click on the `Add Staff Member` to add a NEW approver
  • Click `Manage Staff Members`
  • Select the staff member from `Quick Staff Edit`.
Option 1. -  `Add Staff Member` 
  • Enter all the details for the staff member
  • Under `Account Details` use the User Type option and select `Approver`
  • Then click `Create Staff Account`
Option 2. -  `Manage Staff Members`
 

On the `Staff Administration` page, select `Edit` or click the staff members `Name` on the staff member you wish to upgrade.

  • This link will take you to the `Staff Details` interface
  • On the left click the `Staff Profile` tab
  • Under `User Permissions` change the User Type to `Approver`, then click `Save Account Details`
Option 3. - Select `Staff Member` from the `Quick Staff Edit`
  • After selecting the staff member, the `Staff Details` will be displayed
  • On the left click the `Staff Profile` tab
  • Under `User Permissions` change the User Type to `Approver`, then click `Save Account Details`
PLATFORMS
Web / Online
CATEGORIES
Administration
Getting Started
PHRASES
approver
add
new
insert
change
APPLIES TO
Super Users

REFERENCE
W02569_N14355
DIRECT LINK
https://www.whosoff.com/support/knowledgebase/How-to-add-an-Approver-change-a-staff-members-User-Type-to-the-WhosOff-system

Still not answered your question? Why not contact support

Similar articles

W02569_N14347

Quick Start Guide


W02569_N14373

Leave Types


W02569_N14328

How to setup and manage calendar feeds?


W02569_N14366

Yearly Carry Over


W02569_N14375

How do I add next years leave allowance?


W02569_N14332

What is the difference between Staff, Approver and Super User?


W02569_N14383

Setting up the Next Holiday Year


W02569_N14379

How do we integrate with Active Directory



INSTANTLY REDUCE TIME SPENT ON LEAVE MANAGEMENT

Get your long FREE trial today!

No obligation and no payment setup required.
Sign up today and get until Saturday, 26 October to try the full service, for Free!
 

Start Your Free Trial

Close menu Home Features Tour Pricing Free Trial Support Contact us Our blog Sign in