- Go to “Settings” on the bottom of the Dashboard
- Select “Employees” from the drop-down menu to the right
- After the employee names listing appears, choose which employee will go through a role and/or region change and press the “Assign to Roles and Regions” button on the right.
- Click on the checkboxes under the roles you wish to assign to the employee and for the region which they are applicable for.
(If setting up regions does not apply in your case, simply choose “Default Region” to successfully complete the employee role assignment
- Save and Close
