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

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