Access levels

Need to give a user more access to Traffio?

Kat McDevitt avatar
Written by Kat McDevitt
Updated over a week ago

Depending on access levels, some users will be able to access more features than others. If you need an employee to have access to use the web app version of Traffio, follow the instructions below

List of roles explained

There are four types of roles in Traffio.

Fieldworker

The field worker is the default role that a new user is set to. The field worker role only has access to the Traffio App. This role is for the employees receiving shifts.

Office Staff

Office staff have access to the web browser and can have access to billing functions, depending on their permissions. Office staff do not have access to change access levels and permissions.

This includes:

  • Creating bookings

  • Creating people

  • Creating clients

Manager

Managers have Access the web browser and the general abilities similar to office staff members. Managers however, have the ability to change portal configurations, grant other employees permissions and change access levels as well as branding.

Administrators

Administrators have the highest level of access and permissions. As an Administrators, people can log into the web app, create bookings, give access and permissions to other employees, change portal configurations, change branding and view the estimated revenue report.

Getting started

Before you change the access level for an employee, you need to make sure you have the manager access level to make access level changes. If you don't, please reach out to your manager or administrator to be given access.

Changing a user's access level

  1. Click Admin on the sidebar

  2. Select Access Levels on the top toolbar

  3. Choose the person whose access you would like to change

  4. Select the role

  5. Read through the list of permissions and switch on which ones you would like to enable

  6. Click Update.

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