Employee Management and Roles in Enterprise Live

Roles in Enterprise Live function as security levels, determining which screens and functions users can access.

Adding a New Role

1. Navigate to the Roles section in the administration menu.
2. Click Create New Role.
3. Provide a Role Name and an optional Description.
4. Assign access permissions by ticking relevant checkboxes for screens/functions.
5. Click Save.

Editing or Deleting Roles

1. Access the Roles section.
2. Select the role to edit or delete.
3. For edits, make necessary changes and click Save.
4. To delete, click Delete (note: roles in use cannot be deleted).

Managing Employees

Enterprise Live allows you to manage employee records for various sites, ensuring accurate access and functionality across locations.

Using the Employee Management Screen

• Access the Employees Management menu.
• Filter employees by region, site, name, or alias.
• Adjust display settings and include inactive employees if needed.
• Click Search to view results.

Adding a New Employee

1. Navigate to Employee Management and click Create New Employee.
2. Enter the employee’s details:
   • Personal Information: First/last name, tax file number, and date of birth.
   • Login Credentials: A unique 4-digit PIN for system access.
   • Professional Information: Alias, biography, and site assignment.
   • Settings: Security level, service level, booking interval, and commission schedule.
3. Optional: Upload a photo and enable online bookings or appointment confirmations.
4. Click Save.

Editing Employee Details

1. Select Employee Management and search for the desired employee.
2. Click the View Details icon to access editable fields.
3. Modify the information as needed and click Save.

Key Tips for Effective Management

• Assign roles carefully to maintain data security and limit unnecessary access.
• Regularly update employee information to ensure smooth operations.
• Use the search and filter options to quickly locate employees or roles.