Employees

How to change an Employee's Office Restrictions?

Change an Employee's Office Restrictions and or Default Office

    Steps:

    1. On the main navigation bar, go to Master Files > Employees.



    2. Utilize the filter to search and choose the employee you need by selecting their unique employee code.
    3. To choose a different office, click on the Office field and select the desired office from the options available.
    4. Select Save to update the record.

    If the Office field appears grayed out

    It indicates that the employee has access to multiple offices. To manage their office access, follow the steps outlined below.

     

    Navigate to the employee screen by following the first and second steps mentioned above.

    Steps:

    1. Once you are in the employee details page, Select the Settings dropdown and select Office Restrictions.



    2. On the Office Access Restriction page, you will find a list of all the offices that the employee has access to displayed on the right side of the screen.
    3. To revoke access to an office, simply drag the office from the right group to the left using the arrows.
    4. Choose an office from the list and click on the left arrow to transfer it to the other group.

    3.   Once you have made changes to the offices, click on the Save button to confirm your updates.