Objective

Give each person the access needed for their WFM work.

Environment

  • You are an administrator with permission to manage users. Editing the permissions of a role also requires administrator access.
  • The people you want to assign have profiles in People Settings.

Resolution

  1. Open People Settings → Roles and review the access shown for Admin, Manager, Team Lead, Standard, and Basic. Choose the role that fits each person's responsibilities.
  2. If the role's access needs adjustment, select Edit for that role. Review its permission values, change only the access your organization intends to grant, and select Save.
    Important: Role edits affect everyone

    Changing a role’s saved permissions changes access for every person assigned to that role.

  3. Open Users. Find a person, select the edit action, choose their Role, and select Update Person.
  4. Check the role displayed in the Users list. Repeat for other people who need a different role.

Role names are a starting point; the role's saved permissions determine access. See Roles And Access In ZenOps WFM for the access model.