Limiting Access for Staff Managers, Accountants, and Admins

Limiting Access for Staff Managers, Accountants, and Admins

Limiting Access for Staff Managers, Accountants, and Admins

 

Within the Staff Manager, Accountant, and Admin roles, you can limit their view of staff, clients, scheduling dashboard, and reports. This can also be used for Surveyor access, so that person would only see certain information when given access to the site.

 

NOTE: Client and Staff tags will need to be created beforehand to link to each profile to limit access.

 

Staff and Client Management Restrictions

1.     Navigate to the Priority Info.

2.     Scroll to the section below to add options with Staff and Client management restrictions.

3.     Select Staff and Client tags already created to limit access to those staff and clients.

4.     Access the Staff and Client profiles you would like that staff member to have access to.

5.     In their Priority Info section, add those corresponding tags.

6.     After applying the same tags in both profiles, the staff manager will only see those Client(s) and/or Staff with matching tags.

 

Restricting Scheduling Dashboard and Reports

1.     Access the Staff profile you wish to edit Dashboard and Reports access.

2.     In their profile under Priority Info, scroll to Scheduling Dashboard Access or Scheduling Reports Access.

3.     Click the pencil to edit the options for their access. "Yes" will allow the staff member to access the Dashboard and Reports. "No" will restrict the options from their view.

 

NOTE: With No selected, the Scheduling Dashboard and Reports will still be visible in the menu, but it will not load for the staff member if selected.

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