Sometimes, our standard roles like cashier and supervisor don’t match what your staff needs. That’s why we’ve made it easy for you to create custom roles.
Let’s walk through how to set this up:
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Open your Atoa business app or dashboard.
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Select on 'Staff' button on the left menu and choose the 'Roles' tab.
- Click on the 'Create Role' button.
- Enter the name for the new role and assign the relevant permissions.
- Hit 'Create Role' and your custom role is live.
- Head over to the 'Staff' tab once again and click 'Add Staff.'
- Add your employee’s details manually. Click on the 'Select Employee Role' drop-down and choose the custom role you just created.
- Hit 'Add Staff,' and you’re all set!
Now you’ve got a custom role that fits perfectly with what your staff need to do their best work.
Is the custom role feature available on the Basic plan?
You can access this feature by upgrading to our Growth Add-on. If you want us to add this to your account, please contact us at hello@paywithatoa.co.uk to request access.