How to Update the User Role?
Set the role of each user to either staff, manager, or admin. Each has a different level of privileges, access, and rights that will help them fully utilise the Carbonate app.
1. Admin
The Admin account has full control over all system modules, including creating and managing outlets, leaves, and staff profiles. Admin users can modify existing settings, update staff information, and oversee all operational activities within the system.
Admins have complete visibility across the platform, allowing them to access any user profile and take necessary actions such as approving or rejecting requests, including leave applications and employee check-in/check-out records.
Additionally, Admin accounts have the capability to export and import all available data in .csv file format, enabling efficient data management and reporting.
Note: Admin users are, by default, assigned to all outlets within the system. Therefore, the outlet selection section is not displayed in the Admin user profile.
2. Managers
This account can have rights and privileges given by the admin. It can approve/reject requests like leave applications and check-in/check-out of the employees but cannot access any profile to amend. Managers can also create rosters for the staff reporting to them and they have read-only access to all other areas.
3. Staff
This account can check-in/check-out from a specified work location or outlet, apply for leaves, view leave balances, and view the personal account information. The Staff account can also see other colleagues' names and contact details working in the same outlet. Staff account does not have any right to amend/update/change any data or information even in their own profiles.
Depending on an employee's rank, position, or job description, an Admin can quickly update the user role.
Make sure the profile is created.
- To create an account for an individual, see how-to: Create an Individual User Account.
- To create accounts in bulk using the template provided, see how to: Create Staff Accounts in Bulk.
Head to https://carbonateapp.com/login
Log into your Admin account using the email address and password.
Go to the Staff list section.
Select the respective Staff profile by clicking on the Name.
In the General tab, click on the respective user role.
When the Change User Role box appears, click Update Role.
To save the updating of user role, scroll down the box and click on the Save button.
The Delete button lets you remove the account of the employee.
You can also click the Close button (X) on the top right corner. A prompt will appear, then select the response.
Click the Save button.
If you do not want to save & update the profile information, click on Discard.
If there are more changes to do, click Cancel.
