Access levels

What is it and how does it work?

The "Owner" and "Manager" can control the employee's access to important information and features of the platform. For example, to customer contacts and colleagues' schedules. Properly configured access rights will allow employees to work only with the necessary partitions and data. And managers will be able not to worry about the protection of business-important information.

The level of access must be selected at the stage of creating an employee. In the future, the roles can be changed.

Each level comes with a specific set of recommended access rights that will be enabled automatically, as well as a set of additional rights that can be enabled as needed.

By default, 4 access levels are created:

• Owner - has all access
• Manager - manages the branch
• Administrator - responsible for entries and their payment
• Employee - provides services

Role settings

A list of all access rights can be viewed in the "Settings" > "Employees" > "Access Levels" section

When creating and editing an access level, enter data:

• Name
• Description is an optional field
• Mark the points that are allowed to be viewed and edited by the employee

It is possible to configure 4 permission points:

• View all
• View your own data
• Modify all
• Modify own data

After entering the data, click "Save"