Give Someone a Role or Change It

1. 1

   Go to ConsolePeopleDirectory and open the person.

2. 2

   In Sign-in, select Change role. Someone who doesn't sign in yet gets their role with an invitation: see Invite Someone to Sign In.

3. 3
   Choose the Role.
4. 4
   Choose Where the role applies: Every site or, on Growth and above, Only some sites.
5. 5
   Select Save role.

The new role applies straight away.

Good to Know

• Everyone who signs in has one role. See What Each Role Can Do.
• Whatever their role, a line manager also sees their own team's records, attendance, shifts and leave, and decides their leave.
• Owners, Admins and Site admins use admin seats, which your plan counts.
• Site admins can give roles only at their own sites, and can't give Admin or HR.

If Something Goes Wrong

• It says "This is you". You can't change your own access. Ask the Owner or another Admin.
• The Owner's role can't be changed. It changes only when they transfer ownership.
• You can't change someone with the HR or Admin role. Only an Owner or Admin can. The Finance role only the Owner can change.