Workspace/Roles & Access
THE RIGHT ACCESS FOR EVERY PERSON

Roles & Access

Decide what each role can do, then assign the people and work it applies to.

1

Define the role

Add its name and responsibilities. Choose which modules it can view or change.

2

Choose record visibility

All company records, or only assigned work. Personal staff access uses a linked employee.

3

Assign the person

Create their sign-in account, choose the role, and select their outlets or stations.

Loading roles and assigned work…
ROLE & RESPONSIBILITIES

Create a role

View allows reading. Add/Edit change records. Delete, downloads and approvals are separate.

Start from a preset:Presets change this draft only.
Assigned work only means assigned outlets/stations for business records. Personal staff modules use the account’s linked employee. A station assignment includes every outlet at that station. Shared directories have no personal owner.
SIGN-IN ACCOUNT & ASSIGNED WORK

Add a sign-in account

This account signs in with its own email and password.

Their own staff record

Assigned business work

Choose individual outlets for narrow access. Assigning a station includes all of its outlets. All-record permissions do not need assignments.
RECORDED ACCESS CHANGE

Change details