[NEW] Understanding Primary Role and How to Use It
In this article, you will understand what a primary role is and learn how to use it effectively.
Make it easier to keep track of your employees by assigning them a primary role if they have multiple roles.
What is a Primary Role?
In a workplace, the primary role signifies an employee's primary responsibility or area of expertise. It's the most important role they have and helps everyone understand what they're responsible for.
How to Assign a Primary Role?
Here's a step-by-step guide to help you assign primary roles effectively:
1. In your dashboard, go to the Manage Workers section.
2. Select an employee you want to edit. Once selected, click on "EDIT." Clicking the edit button will take you to the worker's profile. On his/her profile page, go to the User Role and click "Edit" on the right part.
Then, select multiple roles and choose the primary role by clicking the blue button that says "MAKE PRIMARY." Once done, click "SAVE."
There you go! 🙌 You have successfully chosen the worker's primary role. This role will be highlighted in the reports as well.
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