How to Manage Staff Roles as an HQ Head Trainer

This feature allows HQ Head Trainers to set up staff roles, customize permissions, and streamline staff management in the platform.

1. Trainers

In the “Account” tab, click Trainers to access and manage staff settings.

2. Edit or Add New Staff Member

Click “Add New Staff Member” to add a new staff member to the platform, or select an existing staff member to access their settings.

3. Permissions

Navigate to the “Permissions” tab to manage roles.

4. Access Manage Roles

Click “Manage Roles” to create a new role or modify an existing one.

5. Manage Roles

In the Manage Roles pop-up modal, you can modify the role name and HQ permissions. You can also delete the role by clicking the delete icon.

6. Create New Role

You can also create a new role by clicking “Create New Role.”

7. Setup New Role

Once a new role is added, you can name it and customize the permissions by selecting from the dropdown lists for Dashboards, Reports, Sites, Data Load – Manage, Data Load – Send, Staff Management, Corporate Settings, and Login to Sites. Then click “Save Roles” to add it to the platform.

8. Change Roles

In the staff’s Permissions tab, click “Change Roles.”

9. Select a Role

When “Change Role” is activated, a dropdown list of all Account Roles is displayed. Select the account role you want to assign to your staff.

10. Save Staff Member

To apply the changes, click “Save Staff Member.”

This guide detailed how to configure account roles for staff members, including assigning regions and permissions. It covered editing profiles, selecting roles, and saving changes to ensure proper access control.