Employees Role Detail Guide The page for reviewing and editing one role: its name, description, app screen, permissions, and members, including adding members and deleting the role.
How to do it 1 Tap a role card in the roles list to open its detail (owner role excluded). It has three tabs — Details, Permissions, Members. 2 Edit the name, description, and app view (employee/manager) on the Details tab — system roles keep name and description locked. 3 On the Permissions tab, swap the whole set with the "Employee default" / "Manager default" presets, or tap a category card to fine-tune per feature. 4 Changes take effect only after you tap "Save changes" at the bottom. 5 See the role's members on the Members tab and assign more with "Add members". There is no remove here — change a person's role from their employee detail instead. A preview of this screen is coming soon.