In Evolia, you can manage the roles of administrators, supervisors, and managers to assign the right responsibilities to the right people. Each role provides different access levels to features within the platform. Here’s how to add or remove an administrator, supervisor, or manager on your Evolia account.
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Go to the Evolia web console.
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Click on Settings.
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Select General Settings.
To add an administrator:
Administrators can answer requests across all teams as well as manage employees and settings for the entire company, its divisions and teams. They have access to confidential information in all employees' profiles.
4. Scroll to the Account Administrators section and click Add a new Admin.
5. Click on the Select an employee.
6. Select the desired employee.
7. Click Save. The employee will now be listed as an administrator.
To remove an administrator:
8. Click the trash icon next to their name.
9. Click Confirm to remove them from the admin team.
To add a supervisor:
Supervisors can answer requests and add employees to their teams. They can see an employee's contact information across the company. They can add notes and see the confidential information of employees from their teams, including their salary and notes in their profile. Supervisors can add managers to their teams.
10. Scroll to the Account Supervisors section and click Add a new Supervisor.
11. Click on the Select an employee.
12. Select the desired employee.
13. Select one or multiple teams
14. Click Save to add them as a supervisor.
To remove a supervisor:
15. Click the trash icon next to their name.
16. Click Confirm to remove them.
To add a manager:
Managers can answer requests and add employees to their teams. They can see an employee's contact information, add notes to their team's employee profiles, but can't see notes left by a colleague and confidential information about employees, including their salary.
17. Scroll to the Managers section and click Add a new Manager.
18. Click on the Select an employee.
19. Select the desired employee.
20. Select one or multiple teams
21. Click Save to assign them as a manager.
To remove a manager:
22. Click the trash icon next to their name.
23. Click Confirm to remove them.