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Roles & permissions

How to Change Employee Permissions in Millie

  1. Go to the Employee Tab:

    2. Navigate to the "Employee" tab on the platform to view the list of employees.

  2. Locate the Employee:

    3. Find the employee whose permissions you want to change.

  3. Click the Ellipsis (â‹®):

    4. Next to the employee's name, click on the ellipsis (three dots) to open a dropdown menu.

  4. Select “View/Edit”:

    5. From the dropdown, click on the "View/Edit" option to access the employee management page.

  5. Edit Role:

    6. On the employee management page, look for the option to "Edit Role" and select it.

  6. Choose a Permission Level:

      7. You’ll see the following options:

    1. All-Access Admin: Full access to all admin tools, including managing groups, campaigns, and events. Receives email notifications for match pending, inquiries, and receipts.
    2. Group Lead: Can create, edit, and manage groups, campaigns, and events.
    3. Impact Champion: Can create, edit, and manage campaigns and volunteer events.
    4. Finance Team: Has access to billing features, including the company wallet and transactions tab. Receives email notifications for receipts.
    5. Employee: No admin access.
  7. Save Changes:

    8. After selecting the appropriate role, click the "Save" button to update the employee's permissions.

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