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MicrOpay ESS - Change a member to a manager role in ESS

An employee or member is now a manager, and I need to change their role in ESS.

Updated over 3 months ago

The process of changing the role of an employee from a Member to a Manager depends on whether the employee is already a member of the Team or not.

If the member is not in the team in ESS

  1. Log in to ESS and select Teams.

  2. Select the Team you want to make them the Manager of.

  3. As the Member is not in the team, click on the ellipsis (three dots) button and select Add a member.

  4. Enter the Member's Name.

  5. Select the employee from the list.

  6. Tick Assign as manager.

  7. Select the Manager role.

  8. Click Next.

  9. You will be given the option to Remove from any existing teams. Tick any teams that you want to remove the employee from, or leave these unticked. Employees need to be members of a Team for the approval process. If you remove the member from all Teams, you will need to add them to another Team as a member.

  10. Click Next

  11. Then click Done.

If the member is currently in the team in ESS

  1. Go to Teams.

  2. Select the Team the employee belongs to.

  3. Click on the ellipsis (three dots) button next to the member.

  4. Select Change role.

  5. Tick Assign as manager.

  6. Click Next.

  7. If the employee:

    • belongs to another team, you will be given the option to Remove from. Tick any teams that you want to remove the employee from, or leave this blank. Employees need to be members of a Team for the approval process. If you remove the member from all Teams, you will need to add them to another Team as a member. Click Next.

    • doesn't belong to another team, you will receive a message that the user does not have a membership role in any other team and will be placed in the Unassigned team.

  8. Click Done.

  9. Select the Team you want this employee to be a member of.

  10. Click the ellipsis (three dots) button and select Add a member.

  11. Enter the member's Name.

  12. Click Next.

  13. Select Done.

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