This guide will take you through the process of editing the Staff Roles in FLEX.
To access this part you will need access to the Setup of FLEX, specifically the Staff / Roles Setup. If you can, then please proceed, if not, please ask a staff member that can access this part of the system.
Please proceed to the following section of FLEX:
Menu > Setup > Staff / Roles > General. Then please follow the steps below:
- Once you have found the staff role you wish to edit, double-click on it (This guide is looking at the Dispensing Optician role)
- As you can see there are a lot of options that can be enabled or disabled. (This guide is looking at the ability to allow the Dispensing Optician to void confirmed Dispenses)
- First of all, find the option we want to enable, which is the Dispense box which is currently unticked.
As you can see above, the box is now ticked. Once you have ticked the box you wish to tick or untick, please click save. - This will now have saved your change to that Staff Role.
- If you want to add or remove reports from the Staff Role, click on the Available Reports tab, within that section, you can choose which reports the Dispensing Optician can run in the Business Intelligence section. You can do this by dragging and dropping (from right to left) to add the report and right-click on the left-hand list to remove the reports.
- If you want to add or remove reports from the Staff Role, click on the Available Reports tab, within that section, you can choose which reports the Dispensing Optician can run in the Business Intelligence section. You can do this by dragging and dropping (from right to left) to add the report and right-click on the left-hand list to remove the reports.
- Whichever changes you need to make, click on save and that will lock in your changes.