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How to Manage a Job Function Level on a User

Introduction

Terms

Usage

Assign

  1. Navigate to your Company Name or the Hamburger icon Screen Shot 2019-07-09 at 1.29.49 PM.png in the upper-left header.
    • Note: Once clicked, the hamburger will change to Screen Shot 2019-07-09 at 1.30.41 PM.png.
  2. Under Admin, select Users & Permissions.
  3. Select Users from the left menu.
    • Note: By default, all users will be listed with their associated Active and Login status.
  4. To access a specific user, click anywhere on the row of the desired user.
  5. Click Human Resources on the left navigation menu (the bottom of the screen on mobile).
  6. tap on the Add button Screen Shot 2019-12-11 at 4.46.27 PM.png located at the top right of the Payables section.
  7. Select from three categories: Sales, Technician or Other(?)
    • Note: By default the Sales category is selected
  8. Select the Job Function from the drop down list
  9. Select the Payee Level you would like to assign the user 
    • Note: Selected level will have a blue bar around the edge with a blue check mark located on the upper right Screen Shot 2019-12-11 at 5.44.26 PM.png​​​​​​ 
  10. Click Save

How to modify a (Job Functions's) Payee Level on a User

  1. Follow steps 1-5 above (How to assign a Payee Level to a User)
  2. Click anywhere on the row of the desired Payee Level you are looking to modify.
  3.  Select the Payee Level you would like to modify,
    • Note: Selected level will have a blue bar around the edge with a blue check mark located on the upper right Screen Shot 2019-12-11 at 5.44.26 PM.png
  4. Click Save
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