Roster Admin: Permissions and Products

Assigning roles and permissions to your people is easy! Assign levels of admin access through your Roster to employees with elevated access. Also, you can assign which Moxi Works products your agents have access to! Follow the instructions below to learn how to assign Permissions and Products!

 

Roles and Permissions

 

  1. From your Roster select Manage Company.



  2. Select your region.



  3. Next, select your Office.



  4. Find the Agent, whose Roles or Permissions you would like to change.



  5. Once in your Agent’s profile, select the action button (vertical 3 dots) on the right side of title bar.



  6. From the drop-down menu, select Products and Permissions.



  7. From this menu, you can edit the Permission Levels and Products this agent has access to.

    Picture_Permissions.png

    1. Permissions Level: You can assign what level of permission each Admin has access to from the drop-down menu.

    2. Products: Assign which products your agents have access to using the check boxes on the right side of the products box (Circled in blue above).
  8. When you are finished, select the Save button (See red arrow above).


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