How to Assign Branch Admin/Manager Role in SalaryBox App?

Modified on Thu, 07 Dec 2023 at 03:33 PM

What Does a Branch Manager Do?


How to Assign a Branch Admin/Manager?


What Does a Branch Manager Do?

A Branch Manager is responsible for marking the staff attendance and managing their salary.


If your employees do not have a smartphone or cannot mark their attendance on their own for any reason, you can assign a Branch Manager who will mark employees’ attendance on their behalf.


Note that the Branch Admin/Manager can mark their attendance as well.


How to Assign a Branch Admin/Manager?

You can follow the steps to assign a branch admin/manager on your preferred device.


Android

1. Open the SalaryBox app and go to Settings.


Click on Settings


2. Select Users & Permissions. 

Click on users and permissions for assigning admins


3. Click on Employee & Managers.  

click on the employee & managers to assign the role in the android version of salarybox


4. Then, search the employee name in the search box if you have too many employees.

Search employee name in the search box


5. Tap on the employee name/Edit Role. 
now tap on the employee name to edit the role in android version of salarybox


6. Choose Branch Manager from the pop-up. Click on Update to save the changes. 

choose the branch manager to assign the role in android version of salarybox


7. You can tap again on Edit Role to change the employee’s role.




iPhone

1. First, open the SalaryBox app on your iPhone.

 

2. Go to Settings and click on Make Branch or Attendance Manager.

 in the iOS version of salarybox, go to setting and click make branch manager to assign the role 

3. Enter the employee name in the search bar whom you want to make branch manager/admin.


4. Click on Edit Role next to the employee name.

 now enter the employee name and edit the role in iOS version of salarybox

 

5. As a dialogue box appears, select Branch Admin from it.

 

6. Once done, click on Update.

 

select the role and click update to assign the role in iOS version of salarybox

 

Now the selected employee will become the Branch Admin and can manage staff attendance and salaries.



Desktop

1. Open the SalaryBox desktop application and click on Settings.

  

2. Click on Employees & Managers under the My Team section.

 in the desktop version of salarybox, click on the employee & managers to assigning role process 

3. Search the employee's name in the search bar if you have too many employees.

 now search the name of the employee to give access as branch manager in desktop version of salarybox 

4. Tap on the tab in front of the employee name and select Branch Admin from the drop-down.

 

now tap on the employee name & select the branch admin from the drop down in desktop version of salarybox 

5. You can change them back to Employee role from the same drop-down menu.

 

To add Regular/Advanced Attendance Manager, click here.

 

If you need further assistance, you can contact our support team at support@salarybox.in

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