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Staff Settings and Role Management

In this module, we will learn how to manage and make changes to staff settings.

Written by Qwaiting Team
Updated over 3 weeks ago

There is no separate section specifically called “Staff Settings.” However, any configuration related to staff can be managed within the Staff section itself.

3.1 MANAGING STAFF ROLES AND ACCESS

If you want to control what features each staff member can access, you can manage this through the Roles option.

For example, you may want different levels of access for staff, managers, and administrators.

  • A staff member may only need access to the Call Screen Panel to call customers from the queue.

  • A manager may require additional permissions such as viewing reports or managing counters.

  • An admin may have full access to the entire dashboard and system settings.

The level of access can be configured based on your requirements.

Steps to create or manage roles:

  1. Go to the Staff section.

  2. Click on Roles.

  3. Click on Add.

  4. Define the permissions by selecting the required tick mark options for the actions you want that role to perform.

  5. Save the role.

Once roles are created, they can be assigned to staff members to control their system access.

3.2 EDITING STAFF DETAILS

If you need to make changes to a staff member’s access or settings:

  1. Go to the Staff section.

  2. Find the staff member.

  3. Click on the three-dot menu (⋮).

  4. Select Edit.

  5. Update the required details such as assigned roles, counters, or permissions.

This allows you to easily manage access for each staff member.

3.3 SETTING STAFF WORKING HOURS

You can also configure the working hours for each staff member. This ensures that tickets are only assigned when the staff member is available.

For example, if a staff member works from 9:00 AM to 5:00 PM, the system will only assign tickets to them during this time.

Steps to set staff working hours:

  1. Go to the Staff section.

  2. Select the required staff member.

  3. Click on the three-dot menu .

  4. Select Staff Settings.

  5. Set the working days and working hours.

  6. You can also define availability for holidays if required.

If a staff member is not available, the system will not assign new tickets to them during that time. This is how you can manage staff roles, permissions, and working hours effectively in the system.


Need help or have more questions? Connect with us through chat or reach out at info@qwaiting.com

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