A role decides what an employee can do in the Vizmo portal at a location. This article shows how to assign a role, change it and remove it.

Before you start

• You need a company admin or location admin account that can assign roles. If you do not see Assign Role, your account cannot assign roles.
• The person must already be in your employee directory. Add them in Directory > Employees first if they are not.
• Availability: if this option is greyed out or missing, contact your Vizmo account manager.

The standard roles

• Location Admin manages one location, including its employees, roles, visitors, invites, devices, settings, integrations and analytics.
• Receptionist works at the front desk. They can create and update visitor entries and work with invites and analytics. Employees, roles, devices and settings are read-only for them.

The Roles and Permissions table in the Assign Role panel shows what each standard role can do. Your company may also have custom roles, so check the permissions before you choose.

Assign a role

1. Sign in to the Vizmo portal and select the location. If you are a company admin, choose the location where the employee works.
2. Open Directory > Roles.

3. Select Assign Role.
4. In Select Employee, choose the employee. Employees who already have a role at this location are not listed. Use the edit icon on their row instead.
5. In Select Role, choose a role.
6. Select Save.

A message reads The role has been added successfully and the person appears in the Roles list with their name, email and role. If the employee does not have a Vizmo account yet, the panel notes that they will be invited to set one up. They still need to complete that setup.

Change or remove a role

1. In Directory > Roles, find the employee.
2. To change the role, select the edit (pencil) icon. In the Change Role panel, choose a new role and select Save. A message reads The role has been updated successfully.
3. To remove the role, select the delete icon, then select Delete in the Delete Role dialog. A message reads The role has been deleted successfully.

You cannot change or delete your own role.

Things to know

• Tenant Admin appears only when the tenant admin dashboard is turned on for the location. It can be chosen only for an employee who is linked to a tenant.
• Some roles can be greyed out in the Select Role list. If the panel shows a reason under the list, follow it.
• Company admins are managed in Company View, not on the Roles page. See Add or remove a company admin.

Troubleshooting

• You do not see Assign Role or the edit and delete icons. Your account does not have permission to assign roles. Ask a company admin or location admin.
• The employee is not in the list. They may already have a role at this location, or they are not in Directory > Employees yet.
• The message says "The selected employee is already an admin". A company admin already has full access to every location, so they do not need a location role. To change that, remove them in Company View under Admins first.