belbo
  • Overview
    • Getting to know Belbo
    • Location Settings
    • Switch to Belbo
    • Calendar View & Navigation
    • Recurring Appointments & Courses
    • Appointment Entry & Management
    • Logins & Permissions
    • Multiple Locations & Head Office
    • Manage Employees
    • Absences & Holidays
    • General
    • Working Hours
    • Time Tracking
    • Data Protection (GDPR)
    • Customer Communication (Email, SMS)
    • Customer Management & Records
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    • Overview
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    • Online payment
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    • Checkout process
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    • TSE & Cash Register Anti-Tampering Ordinance
    • Export Overview
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    • Belbo Satellite
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Create roles

Each employee is assigned a role. This simplifies the configuration of employees and rooms and equipment (learn more about the importance of roles).

To create a new role for an employee:

  1. Click on "Settings" in the navigation bar.
  2. Under the "Staff" heading, select the function: "add, remove or modify desired employees".
  3. You will now see an overview of your employees. Next to "Overview", select the "Roles" tab.
  4. Click on the "Create new role" button to add a new role for an employee:
    Create role
  5. Confirm your entry by clicking the green "Create new role" button (see image)

You can change the role for employees at any time by switching to the "Overview" tab and selecting the employee by clicking on them. Under "Settings" you can then select the appropriate role.

You can also create categories for your rooms and equipment.

Categories: Logins & Permissions
Tags: Mitarbeiter-Rolle, Neue Rolle anlegen, Rollen
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