How do I assign different roles to my staff?

In GeoH, you can assign different roles for your staff in the office. Here’s a breakdown of their permissions.

To do this:

  1. Click Staff on the sidebar and select the staff you wish to edit. Click Edit on the staff preview.

  2. Under Role, choose your desired role for that staff.

  3. Click Save.

Here’s a breakdown of the permissions:

Organization Admins have access to all the features.

Group Admins have access to all the features except provider settings.

Schedulers can only schedule visits.

Auditors can only run reports.