Using the Roles and Permissions capabilities, you have better control over the information to which your employees have access. By creating Roles, Super Admin users can limit access to particular portal areas.
The whole list of permissions, along with descriptions of each, is provided below, along with instructions on how to adjust permissions for your staff.
Indicate the degree of access you want to grant. Read, Read and Write, or None, for instance. Important: Make sure to go to Roles and Permissions and pick Read or Read and Write if a staff member needs access to a specific view of the portal. Alternatively, choose None to deny them access. This modification will go into effect right now.
Security Permissions
User Permissions
Job Permissions
Timesheet Permissions
Staff Times Permissions
Reporting Permissions
Billable Company Permissions
Staff Profile Permission
Clients Permissions
Settings Permissions
Financial Permissions
General Settings Permissions
Department Settings
Asset Permission
CREATE ROLE
Click on Roles and Permissions under Settings, then select Create Role.
Click Add Role after entering your Role Name.
The pop-up message "Role successfully created" will show. You may now go ahead and update the role's associated permissions.
Click on Edit next to the Role Name you want to change or add an admin user to in order to amend their permissions.
After reviewing all of the permissions, provide Read, Read and write, or None access. These modifications will become effective right away.
To allocate staff to this established role, click Assign staff to Role.
When you check the box next to the Staff Name, a pop-up stating that your changes have been saved will display. The permission of your staff members has now been successfully modified to the desired role.
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